tru Independence’s First Trust US Equity Opportunities ETF FPX Stock Holding History

tru Independence’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	$329K	Buy	1,594 +110	+7%	+$20.4K	0.14%	80
2026 Q1	$236K	Buy	1,484 +54	+4%	+$8.88K	0.12%	91
2025 Q4	$234K	Buy	1,430 +2	+0.1%	+$328	0.06%	122
2025 Q3	$237K	Buy	1,428 +4	+0.3%	+$609	0.06%	117
2025 Q2	$206K	Buy	+1,424	New	+$181K	0.06%	118
2023 Q3	–	Sell	-2,340	Closed	-$206K	–	120
2023 Q2	$206K	Buy	+2,340	New	+$194K	0.07%	118
2022 Q4	–	Sell	-2,564	Closed	-$208K	–	117
2022 Q3	$208K	Sell	2,564 -67	-3%	-$5.88K	0.07%	110
2022 Q2	$216K	Sell	2,631 -418	-14%	-$38.9K	0.07%	117
2022 Q1	$333K	Sell	3,049 -1	-0%	-$107	0.09%	118
2021 Q4	$374K	Buy	3,050 +180	+6%	+$22.8K	0.1%	112
2021 Q3	$354K	Buy	+2,870	New	+$365K	0.1%	112
2021 Q2	–	Sell	-2,844	Closed	-$339K	–	309
2021 Q1	$339K	Buy	+2,844	New	+$357K	0.06%	203
2020 Q1	–	Sell	-1,335	Closed	-$84K	–	769
2019 Q4	$84K	Buy	+1,335	New	+$104K	0.01%	320

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

tru Independence's FPX Position: Q2 2026 in Review

tru Independence increased its First Trust US Equity Opportunities ETF (FPX) stake by 7.4% in Q2 2026, buying an estimated $20.4K and bringing the position to 1,594 shares worth $329K. The position accounts for 0.14% of the portfolio, ranked #80.

tru Independence first reported a position in FPX in Q4 2019 and has held it in 13 quarters since. The position peaked at $374K in Q4 2021. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

tru Independence held 1,594 shares of First Trust US Equity Opportunities ETF worth $329K as of Q2 2026.
tru Independence bought 110 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $20.4K.
First Trust US Equity Opportunities ETF made up 0.14% of tru Independence's portfolio in Q2 2026, its #80 holding.
tru Independence first reported a position in First Trust US Equity Opportunities ETF in Q4 2019 and has held it in 13 quarters since.
tru Independence's First Trust US Equity Opportunities ETF position peaked at $374K in Q4 2021.
233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on tru Independence's 13F filing for Q2 2026, filed 10 Aug 2026.