Win Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Win Advisors’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	$1.76M	Buy	+8,552	New	+$1.58M	0.63%	42
2023 Q1	–	Sell	-13	Closed	-$1.02K	–	76
2022 Q4	$1.02K	Sell	13 -374	-97%	-$31.3K	﹤0.01%	127
2022 Q3	$31K	Sell	387 -47	-11%	-$4.13K	0.01%	36
2022 Q2	$36K	Sell	434 -194,580	-100%	-$18.1M	0.07%	54
2022 Q1	$21.3M	Buy	195,014 +132,119	+210%	+$14.1M	5.59%	6
2021 Q4	$7.71M	Buy	+62,895	New	+$7.97M	1.76%	19

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

Win Advisors's FPX Position: Q2 2026 in Review

Win Advisors opened a new position in First Trust US Equity Opportunities ETF (FPX) in Q2 2026: 8,552 shares worth $1.76M. The stake represents 0.63% of the portfolio and ranks #42 among its holdings. This is a return to the name: Win Advisors previously reported a position in FPX as recently as Q4 2022.

Win Advisors first reported a position in FPX in Q4 2021 and has held it in 6 quarters since. The position peaked at $21.3M in Q1 2022. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Win Advisors held 8,552 shares of First Trust US Equity Opportunities ETF worth $1.76M as of Q2 2026.
First Trust US Equity Opportunities ETF was a new Win Advisors position in Q2 2026.
First Trust US Equity Opportunities ETF made up 0.63% of Win Advisors's portfolio in Q2 2026, its #42 holding.
Win Advisors first reported a position in First Trust US Equity Opportunities ETF in Q4 2021 and has held it in 6 quarters since.
Win Advisors's First Trust US Equity Opportunities ETF position peaked at $21.3M in Q1 2022.
233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Win Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.