Truist Financial
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Truist Financial’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Truist Financial’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 		$7.68M Sell
37,257
-3,562
-9% -$660K 0.01% 733
2026
Q1 		$6.48M Buy
40,819
+8,576
+27% +$1.41M 0.01% 753
2025
Q4 		$5.27M Sell
32,243
-464
-1% -$76.2K 0.01% 833
2025
Q3 		$5.43M Buy
32,707
+955
+3% +$145K 0.01% 848
2025
Q2 		$4.6M Sell
31,752
-27,721
-47% -$3.52M 0.01% 897
2025
Q1 		$6.65M Sell
59,473
-1,712
-3% -$213K 0.01% 712
2024
Q4 		$7.31M Buy
61,185
+23,260
+61% +$2.79M 0.01% 672
2024
Q3 		$4.18M Buy
37,925
+195
+0.5% +$19.8K 0.01% 904
2024
Q2 		$3.75M Sell
37,730
-1,649
-4% -$166K 0.01% 990
2024
Q1 		$4.17M Sell
39,379
-89
-0.2% -$8.79K 0.01% 951
2023
Q4 		$3.78M Sell
39,468
-1,782
-4% -$154K 0.01% 968
2023
Q3 		$3.46M Sell
41,250
-2,331
-5% -$205K 0.01% 989
2023
Q2 		$3.84M Sell
43,581
-1,922
-4% -$160K 0.01% 947
2023
Q1 		$3.82M Buy
45,503
+623
+1% +$51.6K 0.01% 935
2022
Q4 		$3.53M Sell
44,880
-6,781
-13% -$567K 0.01% 950
2022
Q3 		$4.19M Buy
51,661
+145
+0.3% +$12.7K 0.01% 853
2022
Q2 		$4.23M Buy
51,516
+1,616
+3% +$151K 0.01% 863
2022
Q1 		$5.44M Sell
49,900
-5,146
-9% -$549K 0.01% 856
2021
Q4 		$6.74M Buy
55,046
+1,182
+2% +$150K 0.01% 773
2021
Q3 		$6.65M Buy
53,864
+891
+2% +$113K 0.01% 776
2021
Q2 		$6.75M Buy
52,973
+5,333
+11% +$650K 0.01% 768
2021
Q1 		$5.68M Buy
47,640
+4,235
+10% +$532K 0.01% 799
2020
Q4 		$5.14M Buy
43,405
+2,276
+6% +$247K 0.01% 803
2020
Q3 		$3.98M Buy
41,129
+26
+0.1% +$2.37K 0.01% 810
2020
Q2 		$3.44M Sell
41,103
-2,437
-6% -$184K 0.01% 819
2020
Q1 		$2.74M Sell
43,540
-5,919
-12% -$457K 0.01% 855
2019
Q4 		$3.97M Buy
+49,459
New +$3.84M 0.01% 836

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Truist Financial's FPX Position: Q2 2026 in Review

Truist Financial reduced its First Trust US Equity Opportunities ETF (FPX) stake by 8.7% in Q2 2026, selling an estimated $660K and leaving 37,257 shares worth $7.68M. The position accounts for 0.01% of the portfolio, ranked #733.

Truist Financial first reported a position in FPX in Q4 2019 and has held it in 27 quarters since. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • Truist Financial held 37,257 shares of First Trust US Equity Opportunities ETF worth $7.68M as of Q2 2026.
  • Truist Financial sold 3,562 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $660K.
  • First Trust US Equity Opportunities ETF made up 0.01% of Truist Financial's portfolio in Q2 2026, its #733 holding.
  • Truist Financial first reported a position in First Trust US Equity Opportunities ETF in Q4 2019 and has held it in 27 quarters since.
  • 233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.