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VestGen Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History

VestGen 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 		$1.02M Sell
4,956
-213
-4% -$39.5K 0.03% 453
2026
Q1 		$969K Sell
5,169
-84
-2% -$13.8K 0.03% 472
2025
Q4 		$859K Sell
5,253
-565
-10% -$92.8K 0.04% 382
2025
Q3 		$967K Buy
5,818
+137
+2% +$20.9K 0.03% 372
2025
Q2 		$823K Buy
5,681
+612
+12% +$77.7K 0.03% 360
2025
Q1 		$566K Buy
+5,069
New +$631K 0.03% 370

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

VestGen Advisors's FPX Position: Q2 2026 in Review

VestGen Advisors reduced its First Trust US Equity Opportunities ETF (FPX) stake by 4.1% in Q2 2026, selling an estimated $39.5K and leaving 4,956 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #453.

VestGen Advisors first reported a position in FPX in Q1 2025 and has held it in 6 quarters since. 232 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • VestGen Advisors held 4,956 shares of First Trust US Equity Opportunities ETF worth $1.02M as of Q2 2026.
  • VestGen Advisors sold 213 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $39.5K.
  • First Trust US Equity Opportunities ETF made up 0.03% of VestGen Advisors's portfolio in Q2 2026, its #453 holding.
  • VestGen Advisors first reported a position in First Trust US Equity Opportunities ETF in Q1 2025 and has held it in 6 quarters since.
  • 232 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.