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Zinnia Wealth Advisory’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Zinnia Wealth Advisory’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 		– Sell
-1,433
Closed -$228K – 102
2026
Q1 		$228K Buy
+1,433
New +$236K 0.25% 82

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

Zinnia Wealth Advisory's FPX Position: Q2 2026 in Review

Zinnia Wealth Advisory sold out of First Trust US Equity Opportunities ETF (FPX) in Q2 2026, closing a stake of 1,433 shares — an estimated $228K sold.

Zinnia Wealth Advisory first reported a position in FPX in Q1 2026 and held it in 1 quarter. The position peaked at $228K in Q1 2026. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • Zinnia Wealth Advisory reported no remaining First Trust US Equity Opportunities ETF position as of Q2 2026 after selling out during the quarter.
  • Zinnia Wealth Advisory sold 1,433 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $228K.
  • Zinnia Wealth Advisory first reported a position in First Trust US Equity Opportunities ETF in Q1 2026 and held it in 1 quarter.
  • Zinnia Wealth Advisory's First Trust US Equity Opportunities ETF position peaked at $228K in Q1 2026.
  • 233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Zinnia Wealth Advisory's 13F filing for Q2 2026, filed 30 Jul 2026.