William Blair & Company
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William Blair & Company’s First Trust US Equity Opportunities ETF FPX Stock Holding History

William Blair & 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 		$110K Hold
533
– – ﹤0.01% 1671
2026
Q1 		$84.6K Hold
533
– – ﹤0.01% 1619
2025
Q4 		$87.2K Buy
533
+93
+21% +$15.3K ﹤0.01% 1582
2025
Q3 		$73.1K Hold
440
– – ﹤0.01% 1597
2025
Q2 		$63.8K Sell
440
-1,138
-72% -$144K ﹤0.01% 1576
2025
Q1 		$176K Buy
1,578
+1,138
+259% +$142K ﹤0.01% 1422
2024
Q4 		$52.6K Hold
440
– – ﹤0.01% 1601
2024
Q3 		$48.5K Hold
440
– – ﹤0.01% 1636
2024
Q2 		$43.7K Hold
440
– – ﹤0.01% 1618
2024
Q1 		$46.6K Hold
440
– – ﹤0.01% 1605
2023
Q4 		$42.2K Hold
440
– – ﹤0.01% 1598
2023
Q3 		$37K Hold
440
– – ﹤0.01% 1618
2023
Q2 		$38.8K Hold
440
– – ﹤0.01% 1625
2023
Q1 		$37K Sell
440
-5
-1% -$414 ﹤0.01% 1614
2022
Q4 		$35K Buy
445
+5
+1% +$418 ﹤0.01% 1616
2022
Q3 		$36K Sell
440
-229
-34% -$20.1K ﹤0.01% 1635
2022
Q2 		$55K Sell
669
-741
-53% -$69K ﹤0.01% 1615
2022
Q1 		$154K Hold
1,410
– – ﹤0.01% 1574
2021
Q4 		$173K Hold
1,410
– – ﹤0.01% 1610
2021
Q3 		$174K Hold
1,410
– – ﹤0.01% 1529
2021
Q2 		$180K Hold
1,410
– – ﹤0.01% 1528
2021
Q1 		$168K Hold
1,410
– – ﹤0.01% 1517
2020
Q4 		$167K Buy
1,410
+420
+42% +$45.5K ﹤0.01% 1474
2020
Q3 		$96K Buy
+990
New +$90.3K ﹤0.01% 1432
2020
Q1 		– Sell
-447
Closed -$36K – 1685
2019
Q4 		$36K Hold
447
– – ﹤0.01% 1522
2019
Q3 		$34K Hold
447
– – ﹤0.01% 1492
2019
Q2 		$35K Hold
447
– – ﹤0.01% 1534
2019
Q1 		$33K Hold
447
– – ﹤0.01% 1512
2018
Q4 		$28K Buy
+447
New +$29.9K ﹤0.01% 1453

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

William Blair & Company's FPX Position: Q2 2026 in Review

William Blair & Company held its First Trust US Equity Opportunities ETF (FPX) position steady in Q2 2026 at 533 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #1671.

William Blair & Company first reported a position in FPX in Q4 2018 and has held it in 29 quarters since. The position peaked at $180K in Q2 2021. 232 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • William Blair & Company held 533 shares of First Trust US Equity Opportunities ETF worth $110K as of Q2 2026.
  • William Blair & Company left its First Trust US Equity Opportunities ETF share count unchanged in Q2 2026.
  • First Trust US Equity Opportunities ETF made up ﹤0.01% of William Blair & Company's portfolio in Q2 2026, its #1671 holding.
  • William Blair & Company first reported a position in First Trust US Equity Opportunities ETF in Q4 2018 and has held it in 29 quarters since.
  • William Blair & Company's First Trust US Equity Opportunities ETF position peaked at $180K in Q2 2021.
  • 232 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on William Blair & Company's 13F filing for Q2 2026, filed 11 Aug 2026.