Wiser Advisor Group’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Wiser Advisor Group’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	$243K	Hold	1,179	–	–	0.27%	48
2026 Q1	$187K	Sell	1,179 -151	-11%	-$24.8K	0.23%	53
2025 Q4	$217K	Buy	1,330 +2	+0.2%	+$328	0.25%	52
2025 Q3	$221K	Buy	+1,328	New	+$202K	0.27%	52
2025 Q2	–	Sell	-1,415	Closed	-$158K	–	122
2025 Q1	$158K	Hold	1,415	–	–	0.23%	53
2024 Q4	$169K	Buy	1,415 +1	+0.1%	+$120	0.25%	53
2024 Q3	$156K	Sell	1,414 -901	-39%	-$91.6K	0.23%	54
2024 Q2	$230K	Sell	2,315 -53	-2%	-$5.34K	0.36%	45
2024 Q1	$251K	Sell	2,368 -25	-1%	-$2.47K	0.39%	45
2023 Q4	$230K	Buy	+2,393	New	+$206K	0.38%	46

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

Wiser Advisor Group's FPX Position: Q2 2026 in Review

Wiser Advisor Group held its First Trust US Equity Opportunities ETF (FPX) position steady in Q2 2026 at 1,179 shares worth $243K. The position accounts for 0.27% of the portfolio, ranked #48.

Wiser Advisor Group first reported a position in FPX in Q4 2023 and has held it in 10 quarters since. The position peaked at $251K in Q1 2024. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Wiser Advisor Group held 1,179 shares of First Trust US Equity Opportunities ETF worth $243K as of Q2 2026.
Wiser Advisor Group left its First Trust US Equity Opportunities ETF share count unchanged in Q2 2026.
First Trust US Equity Opportunities ETF made up 0.27% of Wiser Advisor Group's portfolio in Q2 2026, its #48 holding.
Wiser Advisor Group first reported a position in First Trust US Equity Opportunities ETF in Q4 2023 and has held it in 10 quarters since.
Wiser Advisor Group's First Trust US Equity Opportunities ETF position peaked at $251K in Q1 2024.
233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.