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

Farther Finance 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	$181K	Sell	1,017 -34	-3%	-$6.25K	﹤0.01%	2376
2026 Q2	$217K	Buy	1,051 +125	+13%	+$23.2K	﹤0.01%	2187
2026 Q1	$149K	Hold	926	–	–	﹤0.01%	2228
2025 Q4	$151K	Sell	926 -7,318	-89%	-$1.2M	﹤0.01%	2090
2025 Q3	$1.37M	Buy	8,244 +7,413	+892%	+$1.13M	0.02%	591
2025 Q2	$120K	Hold	831	–	–	﹤0.01%	1666
2025 Q1	$94K	Buy	831 +722	+662%	+$89.8K	﹤0.01%	1574
2024 Q4	$13K	Buy	+109	New	+$13.1K	﹤0.01%	2273
2023 Q1	–	Sell	-35	Closed	-$2.75K	–	2378
2022 Q4	$2.75K	Buy	+35	New	+$2.93K	﹤0.01%	1339

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

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

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

Farther Finance Advisors's FPX Position: Q3 2026 in Review

Farther Finance Advisors reduced its First Trust US Equity Opportunities ETF (FPX) stake by 3.2% in Q3 2026, selling an estimated $6.25K and leaving 1,017 shares worth $181K. The position accounts for ﹤0.01% of the portfolio, ranked #2376.

Farther Finance Advisors first reported a position in FPX in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.37M in Q3 2025. 11 funds tracked by Wall St. Rank hold FPX as of Q3 2026.

Farther Finance Advisors held 1,017 shares of First Trust US Equity Opportunities ETF worth $181K as of Q3 2026.
Farther Finance Advisors sold 34 First Trust US Equity Opportunities ETF shares in Q3 2026, an estimated $6.25K.
First Trust US Equity Opportunities ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2376 holding.
Farther Finance Advisors first reported a position in First Trust US Equity Opportunities ETF in Q4 2022 and has held it in 9 quarters since.
Farther Finance Advisors's First Trust US Equity Opportunities ETF position peaked at $1.37M in Q3 2025.
11 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2026.

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