Twin Peaks Wealth Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Twin Peaks Wealth Advisors’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	$7.07M	Sell	34,277 -790	-2%	-$146K	1.6%	16
2026 Q1	$5.57M	Buy	35,067 +260	+0.7%	+$42.8K	1.4%	16
2025 Q4	$5.77M	Sell	34,807 -768	-2%	-$126K	1.68%	18
2025 Q3	$5.91M	Sell	35,575 -1,751	-5%	-$267K	2.02%	18
2025 Q2	$5.8M	Sell	37,326 -1,443	-4%	-$183K	1.88%	15
2025 Q1	$4.29M	Sell	38,769 -1,323	-3%	-$165K	1.95%	17
2024 Q4	$4.79M	Sell	40,092 -1,937	-5%	-$232K	2.02%	16
2024 Q3	$4.63M	Sell	42,029 -1,264	-3%	-$128K	2.14%	14
2024 Q2	$4.3M	Sell	43,293 -914	-2%	-$92.2K	2.15%	15
2024 Q1	$4.68M	Sell	44,207 -2,718	-6%	-$269K	2.6%	12
2023 Q4	$4.5M	Buy	+46,925	New	+$4.05M	2.87%	9

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

Twin Peaks Wealth Advisors's FPX Position: Q2 2026 in Review

Twin Peaks Wealth Advisors reduced its First Trust US Equity Opportunities ETF (FPX) stake by 2.3% in Q2 2026, selling an estimated $146K and leaving 34,277 shares worth $7.07M. The position accounts for 1.6% of the portfolio, ranked #16.

Twin Peaks Wealth Advisors first reported a position in FPX in Q4 2023 and has held it in 11 quarters since. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Twin Peaks Wealth Advisors held 34,277 shares of First Trust US Equity Opportunities ETF worth $7.07M as of Q2 2026.
Twin Peaks Wealth Advisors sold 790 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $146K.
First Trust US Equity Opportunities ETF made up 1.6% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #16 holding.
Twin Peaks Wealth Advisors first reported a position in First Trust US Equity Opportunities ETF in Q4 2023 and has held it in 11 quarters since.
233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.