Triumph Capital Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Triumph Capital Management’s Portfolio FPX Stock Details FPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.51M	Buy	7,321 +3,932	+116%	+$728K	0.27%	82
2026 Q1	$538K	Buy	3,389 +142	+4%	+$23.4K	0.11%	178
2025 Q4	$531K	Buy	3,247 +238	+8%	+$39.1K	0.11%	164
2025 Q3	$500K	Buy	3,009 +920	+44%	+$140K	0.13%	160
2025 Q2	$303K	Buy	+2,089	New	+$265K	0.09%	219
2022 Q1	–	Sell	-3,206	Closed	-$393K	–	216
2021 Q4	$393K	Sell	3,206 -42	-1%	-$5.32K	0.17%	126
2021 Q3	$401K	Buy	3,248 +450	+16%	+$57.2K	0.19%	122
2021 Q2	$343K	Buy	+2,798	New	+$341K	0.2%	114

Other funds holding FPX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Triumph Capital Management's FPX Position: Q2 2026 in Review

Triumph Capital Management increased its First Trust US Equity Opportunities ETF (FPX) stake by 116% in Q2 2026, buying an estimated $728K and bringing the position to 7,321 shares worth $1.51M. The position accounts for 0.27% of the portfolio, ranked #82.

Triumph Capital Management first reported a position in FPX in Q2 2021 and has held it in 8 quarters since. 232 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Triumph Capital Management held 7,321 shares of First Trust US Equity Opportunities ETF worth $1.51M as of Q2 2026.
Triumph Capital Management bought 3,932 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $728K.
First Trust US Equity Opportunities ETF made up 0.27% of Triumph Capital Management's portfolio in Q2 2026, its #82 holding.
Triumph Capital Management first reported a position in First Trust US Equity Opportunities ETF in Q2 2021 and has held it in 8 quarters since.
232 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.