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WhitTier Trust Company’s First Trust US Equity Opportunities ETF FPX Stock Holding History

WhitTier Trust Company’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 		$67K Sell
350
-179
-34% -$33.2K ﹤0.01% 682
2026
Q1 		$86.7K Buy
529
+179
+51% +$29.4K ﹤0.01% 624
2025
Q4 		$59.2K Buy
+350
New +$57.5K ﹤0.01% 685

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

WhitTier Trust Company's FPX Position: Q2 2026 in Review

WhitTier Trust Company reduced its First Trust US Equity Opportunities ETF (FPX) stake by 34% in Q2 2026, selling an estimated $33.2K and leaving 350 shares worth $67K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

WhitTier Trust Company first reported a position in FPX in Q4 2025 and has held it in 3 quarters since. The position peaked at $86.7K in Q1 2026. 232 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • WhitTier Trust Company held 350 shares of First Trust US Equity Opportunities ETF worth $67K as of Q2 2026.
  • WhitTier Trust Company sold 179 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $33.2K.
  • First Trust US Equity Opportunities ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #682 holding.
  • WhitTier Trust Company first reported a position in First Trust US Equity Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • WhitTier Trust Company's First Trust US Equity Opportunities ETF position peaked at $86.7K in Q1 2026.
  • 232 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.