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

Krilogy Financial’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	$708K	Sell	3,967 -333	-8%	-$61.2K	0.02%	543
2026 Q2	$887K	Hold	4,300	–	–	0.03%	437
2026 Q1	$757K	Hold	4,300	–	–	0.02%	448
2025 Q4	$712K	Hold	4,300	–	–	0.02%	436
2025 Q3	$712K	Buy	+4,300	New	+$655K	0.03%	419

Other funds holding FPX

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

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

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

NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 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

Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return

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

Krilogy Financial's FPX Position: Q3 2026 in Review

Krilogy Financial reduced its First Trust US Equity Opportunities ETF (FPX) stake by 7.7% in Q3 2026, selling an estimated $61.2K and leaving 3,967 shares worth $708K. The position accounts for 0.02% of the portfolio, ranked #543.

Krilogy Financial first reported a position in FPX in Q3 2025 and has held it in 5 quarters since. The position peaked at $887K in Q2 2026. 71 funds tracked by Wall St. Rank hold FPX as of Q3 2026.

Krilogy Financial held 3,967 shares of First Trust US Equity Opportunities ETF worth $708K as of Q3 2026.
Krilogy Financial sold 333 First Trust US Equity Opportunities ETF shares in Q3 2026, an estimated $61.2K.
First Trust US Equity Opportunities ETF made up 0.02% of Krilogy Financial's portfolio in Q3 2026, its #543 holding.
Krilogy Financial first reported a position in First Trust US Equity Opportunities ETF in Q3 2025 and has held it in 5 quarters since.
Krilogy Financial's First Trust US Equity Opportunities ETF position peaked at $887K in Q2 2026.
71 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2026.

Based on Krilogy Financial's 13F filing for Q3 2026, filed 13 Oct 2026.