Wealth Enhancement Advisory Services’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Wealth Enhancement Advisory Services’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	$2.91M	Sell	14,890 -550	-4%	-$102K	﹤0.01%	1340
2026 Q1	$2.52M	Sell	15,440 -8,069	-34%	-$1.33M	0.01%	1265
2025 Q4	$3.98M	Sell	23,509 -1,997	-8%	-$328K	0.01%	1136
2025 Q3	$4.22M	Sell	25,506 -581	-2%	-$88.4K	0.01%	1031
2025 Q2	$3.75M	Sell	26,087 -431	-2%	-$54.7K	0.01%	1032
2025 Q1	$2.96M	Sell	26,518 -949	-3%	-$118K	0.01%	1042
2024 Q4	$3.28M	Sell	27,467 -931	-3%	-$112K	0.01%	957
2024 Q3	$3.13M	Sell	28,398 -4,538	-14%	-$461K	0.01%	875
2024 Q2	$3.27M	Sell	32,936 -26,357	-44%	-$2.66M	0.01%	819
2024 Q1	$6.27M	Sell	59,293 -7,400	-11%	-$731K	0.02%	606
2023 Q4	$6.4M	Buy	66,693 +6,430	+11%	+$554K	0.02%	542
2023 Q3	$5.06M	Buy	+60,263	New	+$5.3M	0.02%	579

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

Wealth Enhancement Advisory Services's FPX Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its First Trust US Equity Opportunities ETF (FPX) stake by 3.6% in Q2 2026, selling an estimated $102K and leaving 14,890 shares worth $2.91M. The position accounts for ﹤0.01% of the portfolio, ranked #1340.

Wealth Enhancement Advisory Services first reported a position in FPX in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.4M in Q4 2023. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Wealth Enhancement Advisory Services held 14,890 shares of First Trust US Equity Opportunities ETF worth $2.91M as of Q2 2026.
Wealth Enhancement Advisory Services sold 550 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $102K.
First Trust US Equity Opportunities ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1340 holding.
Wealth Enhancement Advisory Services first reported a position in First Trust US Equity Opportunities ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's First Trust US Equity Opportunities ETF position peaked at $6.4M in Q4 2023.
233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.