Western Wealth Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Western Wealth Management’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	$3.82M	Sell	18,541 -131	-0.7%	-$24.3K	0.13%	165
2026 Q1	$2.97M	Sell	18,672 -35	-0.2%	-$5.76K	0.11%	194
2025 Q4	$3.06M	Sell	18,707 -1,720	-8%	-$282K	0.14%	145
2025 Q3	$3.39M	Sell	20,427 -142	-0.7%	-$21.6K	0.18%	104
2025 Q2	$2.98M	Sell	20,569 -295	-1%	-$37.4K	0.18%	110
2025 Q1	$2.33M	Sell	20,864 -2,026	-9%	-$252K	0.15%	129
2024 Q4	$2.74M	Sell	22,890 -226	-1%	-$27.1K	0.15%	140
2024 Q3	$2.55M	Sell	23,116 -530	-2%	-$53.9K	0.15%	144
2024 Q2	$2.35M	Sell	23,646 -421	-2%	-$42.5K	0.17%	117
2024 Q1	$2.55M	Sell	24,067 -188	-0.8%	-$18.6K	0.2%	107
2023 Q4	$2.33M	Sell	24,255 -705	-3%	-$60.8K	0.17%	130
2023 Q3	$2.1M	Sell	24,960 -69	-0.3%	-$6.06K	0.18%	120
2023 Q2	$2.21M	Sell	25,029 -703	-3%	-$58.3K	0.19%	115
2023 Q1	$2.16M	Sell	25,732 -1,753	-6%	-$145K	0.2%	116
2022 Q4	$2.16M	Sell	27,485 -26,983	-50%	-$2.26M	0.22%	115
2022 Q3	$4.41M	Sell	54,468 -533	-1%	-$46.8K	0.25%	90
2022 Q2	$4.51M	Sell	55,001 -3,679	-6%	-$343K	0.26%	86
2022 Q1	$6.4M	Buy	58,680 +19,937	+51%	+$2.13M	0.31%	69
2021 Q4	$4.74M	Buy	+38,743	New	+$4.91M	0.47%	42
2021 Q2	$4.5M	Buy	35,352 +1,301	+4%	+$159K	0.46%	41
2021 Q1	$4.06M	Buy	34,051 +7,174	+27%	+$902K	0.55%	32
2020 Q4	$3.18M	Buy	26,877 +2,120	+9%	+$230K	0.47%	39
2020 Q3	$2.39M	Buy	24,757 +2,992	+14%	+$273K	0.39%	52
2020 Q2	$1.82M	Buy	+21,765	New	+$1.64M	0.33%	71

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

Western Wealth Management's FPX Position: Q2 2026 in Review

Western Wealth Management reduced its First Trust US Equity Opportunities ETF (FPX) stake by 0.7% in Q2 2026, selling an estimated $24.3K and leaving 18,541 shares worth $3.82M. The position accounts for 0.13% of the portfolio, ranked #165.

Western Wealth Management first reported a position in FPX in Q2 2020 and has held it in 24 quarters since. The position peaked at $6.4M in Q1 2022. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Western Wealth Management held 18,541 shares of First Trust US Equity Opportunities ETF worth $3.82M as of Q2 2026.
Western Wealth Management sold 131 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $24.3K.
First Trust US Equity Opportunities ETF made up 0.13% of Western Wealth Management's portfolio in Q2 2026, its #165 holding.
Western Wealth Management first reported a position in First Trust US Equity Opportunities ETF in Q2 2020 and has held it in 24 quarters since.
Western Wealth Management's First Trust US Equity Opportunities ETF position peaked at $6.4M in Q1 2022.
233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.