Dynamic Advisor Solutions’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Dynamic Advisor Solutions’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	$270K	Sell	1,513 -75	-5%	-$13.8K	0.01%	872
2026 Q2	$327K	Buy	1,588 +267	+20%	+$49.5K	0.01%	828
2026 Q1	$210K	Buy	1,321 +89	+7%	+$14.6K	0.01%	906
2025 Q4	$202K	Sell	1,232 -180	-13%	-$29.6K	0.01%	900
2025 Q3	$235K	Hold	1,412	–	–	0.01%	852
2025 Q2	$205K	Buy	+1,412	New	+$179K	0.01%	852
2025 Q1	–	Sell	-1,812	Closed	-$217K	–	862
2024 Q4	$217K	Sell	1,812 -150	-8%	-$18K	0.01%	606
2024 Q3	$216K	Buy	+1,962	New	+$199K	0.01%	859
2024 Q2	–	Sell	-1,922	Closed	-$203K	–	962
2024 Q1	$203K	Buy	+1,922	New	+$190K	0.01%	867
2020 Q1	–	Sell	-70,396	Closed	-$4.48M	–	529
2019 Q4	$4.48M	Buy	+70,396	New	+$5.47M	0.61%	35
2019 Q1	–	Sell	-43,845	Closed	-$2.65M	–	438
2018 Q4	$2.65M	Buy	+43,845	New	+$2.94M	0.56%	48

Other funds holding FPX

AWC

Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return

WFP

Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

MWM

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Dynamic Advisor Solutions's FPX Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its First Trust US Equity Opportunities ETF (FPX) stake by 4.7% in Q3 2026, selling an estimated $13.8K and leaving 1,513 shares worth $270K. The position accounts for 0.01% of the portfolio, ranked #872.

Dynamic Advisor Solutions first reported a position in FPX in Q4 2018 and has held it in 11 quarters since. The position peaked at $4.48M in Q4 2019. 43 funds tracked by Wall St. Rank hold FPX as of Q3 2026.

Dynamic Advisor Solutions held 1,513 shares of First Trust US Equity Opportunities ETF worth $270K as of Q3 2026.
Dynamic Advisor Solutions sold 75 First Trust US Equity Opportunities ETF shares in Q3 2026, an estimated $13.8K.
First Trust US Equity Opportunities ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #872 holding.
Dynamic Advisor Solutions first reported a position in First Trust US Equity Opportunities ETF in Q4 2018 and has held it in 11 quarters since.
Dynamic Advisor Solutions's First Trust US Equity Opportunities ETF position peaked at $4.48M in Q4 2019.
43 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.