Truist Financial
FPX icon

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
Q3 		$6.47M Sell
36,328
-929
-2% -$171K 0.01% 806
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% -$8.8K 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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Systelligence LLC
Systelligence LLC Bloomington, Minnesota $605M AUM 14.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Adamsbrown Wealth Consultants
Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return
Cassia Capital Partners
Cassia Capital Partners Winston Salem, North Carolina $207M AUM 13.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Worthington Financial Partners
Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

Truist Financial's FPX Position: Q3 2026 in Review

Truist Financial reduced its First Trust US Equity Opportunities ETF (FPX) stake by 2.5% in Q3 2026, selling an estimated $171K and leaving 36,328 shares worth $6.47M. The position accounts for 0.01% of the portfolio, ranked #806.

Truist Financial first reported a position in FPX in Q4 2019 and has held it in 28 quarters since. The position peaked at $7.68M in Q2 2026. 118 funds tracked by Wall St. Rank hold FPX as of Q3 2026.

  • Truist Financial held 36,328 shares of First Trust US Equity Opportunities ETF worth $6.47M as of Q3 2026.
  • Truist Financial sold 929 First Trust US Equity Opportunities ETF shares in Q3 2026, an estimated $171K.
  • First Trust US Equity Opportunities ETF made up 0.01% of Truist Financial's portfolio in Q3 2026, its #806 holding.
  • Truist Financial first reported a position in First Trust US Equity Opportunities ETF in Q4 2019 and has held it in 28 quarters since.
  • Truist Financial's First Trust US Equity Opportunities ETF position peaked at $7.68M in Q2 2026.
  • 118 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2026.

Based on Truist Financial's 13F filing for Q3 2026, filed 30 Oct 2026.