Wolff Wiese Magana’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Wolff Wiese Magana’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	$1.65K	Hold	8	–	–	﹤0.01%	852
2026 Q1	$1.27K	Hold	8	–	–	﹤0.01%	843
2025 Q4	$1.31K	Hold	8	–	–	﹤0.01%	814
2025 Q3	$1.33K	Hold	8	–	–	﹤0.01%	818
2025 Q2	$1.16K	Hold	8	–	–	﹤0.01%	817
2025 Q1	$894	Hold	8	–	–	﹤0.01%	863
2024 Q4	$957	Hold	8	–	–	﹤0.01%	826
2024 Q3	$882	Hold	8	–	–	﹤0.01%	867
2024 Q2	$795	Hold	8	–	–	﹤0.01%	661
2024 Q1	$847	Hold	8	–	–	﹤0.01%	590
2023 Q4	$768	Hold	8	–	–	﹤0.01%	584
2023 Q3	$672	Hold	8	–	–	﹤0.01%	659
2023 Q2	$706	Hold	8	–	–	﹤0.01%	645
2023 Q1	$673	Hold	8	–	–	﹤0.01%	613
2022 Q4	$629	Hold	8	–	–	﹤0.01%	616
2022 Q3	$1K	Hold	8	–	–	﹤0.01%	756
2022 Q2	$1K	Hold	8	–	–	﹤0.01%	782
2022 Q1	$1K	Hold	8	–	–	﹤0.01%	765
2021 Q4	$1K	Buy	+8	New	+$1.01K	﹤0.01%	763

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

Wolff Wiese Magana's FPX Position: Q2 2026 in Review

Wolff Wiese Magana held its First Trust US Equity Opportunities ETF (FPX) position steady in Q2 2026 at 8 shares worth $1.65K. The position accounts for ﹤0.01% of the portfolio, ranked #852.

Wolff Wiese Magana first reported a position in FPX in Q4 2021 and has held it in 19 quarters since. 232 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Wolff Wiese Magana held 8 shares of First Trust US Equity Opportunities ETF worth $1.65K as of Q2 2026.
Wolff Wiese Magana 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 Wolff Wiese Magana's portfolio in Q2 2026, its #852 holding.
Wolff Wiese Magana first reported a position in First Trust US Equity Opportunities ETF in Q4 2021 and has held it in 19 quarters since.
232 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.