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Triad Wealth Partners’s First Trust IPOX Europe Equity Opportunities ETF FPXE Stock Holding History

Triad Wealth Partners’s Portfolio FPXE Stock Details FPXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-8,386
Closed -$262K – 573
2026
Q1 		$262K Sell
8,386
-1,690
-17% -$54.2K 0.02% 421
2025
Q4 		$317K Buy
+10,076
New +$314K 0.03% 372

Other funds holding FPXE

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Triad Wealth Partners's FPXE Position: Q2 2026 in Review

Triad Wealth Partners sold out of First Trust IPOX Europe Equity Opportunities ETF (FPXE) in Q2 2026, closing a stake of 8,386 shares — an estimated $262K sold.

Triad Wealth Partners first reported a position in FPXE in Q4 2025 and held it in 2 quarters. The position peaked at $317K in Q4 2025. 7 funds tracked by Wall St. Rank hold FPXE as of Q2 2026.

  • Triad Wealth Partners reported no remaining First Trust IPOX Europe Equity Opportunities ETF position as of Q2 2026 after selling out during the quarter.
  • Triad Wealth Partners sold 8,386 First Trust IPOX Europe Equity Opportunities ETF shares in Q2 2026, an estimated $262K.
  • Triad Wealth Partners first reported a position in First Trust IPOX Europe Equity Opportunities ETF in Q4 2025 and held it in 2 quarters.
  • Triad Wealth Partners's First Trust IPOX Europe Equity Opportunities ETF position peaked at $317K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held First Trust IPOX Europe Equity Opportunities ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.