Elm3 Financial Group’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Elm3 Financial Group’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	$267K	Buy	+1,297	New	+$240K	0.18%	113

Other funds holding FPX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Elm3 Financial Group's FPX Position: Q2 2026 in Review

Elm3 Financial Group opened a new position in First Trust US Equity Opportunities ETF (FPX) in Q2 2026: 1,297 shares worth $267K. The stake represents 0.18% of the portfolio and ranks #113 among its holdings.

233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Elm3 Financial Group held 1,297 shares of First Trust US Equity Opportunities ETF worth $267K as of Q2 2026.
First Trust US Equity Opportunities ETF was a new Elm3 Financial Group position in Q2 2026.
First Trust US Equity Opportunities ETF made up 0.18% of Elm3 Financial Group's portfolio in Q2 2026, its #113 holding.
233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Elm3 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.