WFP
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Worthington Financial Partners’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Worthington Financial Partners’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 		$4.93M Buy
23,924
+300
+1% +$55.6K 4.08% 2
2026
Q1 		$3.75M Sell
23,624
-1,651
-7% -$272K 3.22% 3
2025
Q4 		$4.13M Buy
+25,275
New +$4.15M 3.66% 3

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

Worthington Financial Partners's FPX Position: Q2 2026 in Review

Worthington Financial Partners increased its First Trust US Equity Opportunities ETF (FPX) stake by 1.3% in Q2 2026, buying an estimated $55.6K and bringing the position to 23,924 shares worth $4.93M. The position accounts for 4.08% of the portfolio, ranked #2.

Worthington Financial Partners first reported a position in FPX in Q4 2025 and has held it in 3 quarters since. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • Worthington Financial Partners held 23,924 shares of First Trust US Equity Opportunities ETF worth $4.93M as of Q2 2026.
  • Worthington Financial Partners bought 300 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $55.6K.
  • First Trust US Equity Opportunities ETF made up 4.08% of Worthington Financial Partners's portfolio in Q2 2026, its #2 holding.
  • Worthington Financial Partners first reported a position in First Trust US Equity Opportunities ETF in Q4 2025 and has held it in 3 quarters since.
  • 233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Worthington Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.