Avidian Wealth Enterprises’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Avidian Wealth Enterprises’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 Q3	$382K	Buy	+2,145	New	+$394K	0.01%	547

Other funds holding FPX

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Puff Wealth Management Haddonfield, New Jersey $106M AUM

Elm3 Financial Group Alpharetta, Georgia $150M AUM 21.63% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Matthew Hamilton Rosenberg $558M AUM 12.28% 1-Year Est. Return

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Avidian Wealth Enterprises's FPX Position: Q3 2026 in Review

Avidian Wealth Enterprises opened a new position in First Trust US Equity Opportunities ETF (FPX) in Q3 2026: 2,145 shares worth $382K. The stake represents 0.01% of the portfolio and ranks #547 among its holdings.

11 funds tracked by Wall St. Rank hold FPX as of Q3 2026.

Avidian Wealth Enterprises held 2,145 shares of First Trust US Equity Opportunities ETF worth $382K as of Q3 2026.
First Trust US Equity Opportunities ETF was a new Avidian Wealth Enterprises position in Q3 2026.
First Trust US Equity Opportunities ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #547 holding.
11 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.