CoreCap Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History

CoreCap Advisors’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	$20.3K	Hold	114	–	–	﹤0.01%	1780
2026 Q2	$23.5K	Hold	114	–	–	﹤0.01%	1733
2026 Q1	$18.1K	Hold	114	–	–	﹤0.01%	1711
2025 Q4	$18.6K	Sell	114 -78	-41%	-$12.8K	﹤0.01%	1707
2025 Q3	$31.9K	Hold	192	–	–	﹤0.01%	1492
2025 Q2	$27.8K	Hold	192	–	–	﹤0.01%	1488
2025 Q1	$21.5K	Hold	192	–	–	﹤0.01%	1500
2024 Q4	$22.9K	Hold	192	–	–	﹤0.01%	1484
2024 Q3	$21.2K	Buy	+192	New	+$19.5K	﹤0.01%	1533
2024 Q2	–	Sell	-192	Closed	-$20.3K	–	1945
2024 Q1	$20.3K	Buy	+192	New	+$19K	﹤0.01%	1476
2022 Q4	$21.4K	Buy	+272	New	+$22.7K	﹤0.01%	1275
2022 Q3	–	Sell	-314	Closed	-$26K	–	1078
2022 Q2	$26K	Buy	+314	New	+$29.2K	﹤0.01%	1153
2022 Q1	–	Sell	-314	Closed	-$38K	–	1082
2021 Q4	$38K	Buy	+314	New	+$39.8K	﹤0.01%	1090

Other funds holding FPX

IRC

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

AWE

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

FHC

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

PWM

Puff Wealth Management Haddonfield, New Jersey $106M AUM

EFG

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

FFA

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

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

MHR

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

GWM

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

CoreCap Advisors's FPX Position: Q3 2026 in Review

CoreCap Advisors held its First Trust US Equity Opportunities ETF (FPX) position steady in Q3 2026 at 114 shares worth $20.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1780.

CoreCap Advisors first reported a position in FPX in Q4 2021 and has held it in 13 quarters since. The position peaked at $38K in Q4 2021. 11 funds tracked by Wall St. Rank hold FPX as of Q3 2026.

CoreCap Advisors held 114 shares of First Trust US Equity Opportunities ETF worth $20.3K as of Q3 2026.
CoreCap Advisors left its First Trust US Equity Opportunities ETF share count unchanged in Q3 2026.
First Trust US Equity Opportunities ETF made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1780 holding.
CoreCap Advisors first reported a position in First Trust US Equity Opportunities ETF in Q4 2021 and has held it in 13 quarters since.
CoreCap Advisors's First Trust US Equity Opportunities ETF position peaked at $38K in Q4 2021.
11 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.