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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
Q3 		$215K Sell
1,207
-90
-7% -$16.5K 0.14% 145
2026
Q2 		$267K Buy
+1,297
New +$240K 0.18% 113

Other funds holding FPX

IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
EA
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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
GI
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

Elm3 Financial Group's FPX Position: Q3 2026 in Review

Elm3 Financial Group reduced its First Trust US Equity Opportunities ETF (FPX) stake by 6.9% in Q3 2026, selling an estimated $16.5K and leaving 1,207 shares worth $215K. The position accounts for 0.14% of the portfolio, ranked #145.

Elm3 Financial Group first reported a position in FPX in Q2 2026 and has held it in 2 quarters since. The position peaked at $267K in Q2 2026. 11 funds tracked by Wall St. Rank hold FPX as of Q3 2026.

  • Elm3 Financial Group held 1,207 shares of First Trust US Equity Opportunities ETF worth $215K as of Q3 2026.
  • Elm3 Financial Group sold 90 First Trust US Equity Opportunities ETF shares in Q3 2026, an estimated $16.5K.
  • First Trust US Equity Opportunities ETF made up 0.14% of Elm3 Financial Group's portfolio in Q3 2026, its #145 holding.
  • Elm3 Financial Group first reported a position in First Trust US Equity Opportunities ETF in Q2 2026 and has held it in 2 quarters since.
  • Elm3 Financial Group's First Trust US Equity Opportunities ETF position peaked at $267K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2026.

Based on Elm3 Financial Group's 13F filing for Q3 2026, filed 7 Oct 2026.