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WealthPLAN Partners’s First Trust US Equity Opportunities ETF FPX Stock Holding History

WealthPLAN Partners’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
Q1 		– Sell
-1,294
Closed -$212K – 230
2025
Q4 		$212K Buy
1,294
+61
+5% +$10K 0.03% 263
2025
Q3 		$205K Buy
+1,233
New +$188K 0.03% 245
2023
Q3 		– Sell
-1,276
Closed -$113K – 592
2023
Q2 		$113K Sell
1,276
-1,324
-51% -$110K 0.02% 376
2023
Q1 		$219K Buy
2,600
+12
+0.5% +$994 0.02% 289
2022
Q4 		$224K Buy
+2,588
New +$216K 0.02% 358
2022
Q1 		$265K Sell
2,754
-545
-17% -$58.1K 0.02% 336
2021
Q4 		$351K Buy
3,299
+258
+8% +$32.7K 0.02% 297
2021
Q3 		$379K Buy
3,041
+691
+29% +$87.8K 0.03% 286
2021
Q2 		$300K Buy
2,350
+472
+25% +$57.6K 0.02% 289
2021
Q1 		$227K Buy
+1,878
New +$236K 0.02% 302
2016
Q3 		$5.02K Sell
93
-1,717
-95% -$91.6K ﹤0.01% 716
2016
Q2 		$23.1K Buy
+1,810
New +$91.6K ﹤0.01% 1328
2015
Q4 		$43.8K Buy
+3,394
New +$175K 0.01% 664
2015
Q2 		$84K Sell
1,545
-1,210
-44% -$66.1K 0.04% 141
2015
Q1 		$148K Buy
+2,755
New +$142K 0.07% 136

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WealthPLAN Partners's FPX Position: Q1 2026 in Review

WealthPLAN Partners sold out of First Trust US Equity Opportunities ETF (FPX) in Q1 2026, closing a stake of 1,294 shares — an estimated $212K sold.

WealthPLAN Partners first reported a position in FPX in Q1 2015 and held it in 15 quarters. The position peaked at $379K in Q3 2021. 211 funds tracked by Wall St. Rank hold FPX as of Q1 2026.

  • WealthPLAN Partners reported no remaining First Trust US Equity Opportunities ETF position as of Q1 2026 after selling out during the quarter.
  • WealthPLAN Partners sold 1,294 First Trust US Equity Opportunities ETF shares in Q1 2026, an estimated $212K.
  • WealthPLAN Partners first reported a position in First Trust US Equity Opportunities ETF in Q1 2015 and held it in 15 quarters.
  • WealthPLAN Partners's First Trust US Equity Opportunities ETF position peaked at $379K in Q3 2021.
  • 211 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2026.

Based on WealthPLAN Partners's 13F filing for Q1 2026, filed 29 Apr 2026.