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

Legacy Trust’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	$563K	Hold	3,329	–	–	0.09%	137
2026 Q2	$686K	Hold	3,329	–	–	0.12%	110
2026 Q1	$529K	Hold	3,329	–	–	0.1%	126
2025 Q4	$545K	Hold	3,329	–	–	0.1%	117
2025 Q3	$553K	Buy	+3,329	New	+$507K	0.11%	118
2025 Q2	–	Sell	-3,329	Closed	-$372K	–	146
2025 Q1	$372K	Hold	3,329	–	–	0.09%	125
2024 Q4	$398K	Hold	3,329	–	–	0.09%	116
2024 Q3	$367K	Hold	3,329	–	–	0.08%	123
2024 Q2	$331K	Hold	3,329	–	–	0.08%	123
2024 Q1	$352K	Hold	3,329	–	–	0.09%	128
2023 Q4	$319K	Hold	3,329	–	–	0.08%	132
2023 Q3	$280K	Hold	3,329	–	–	0.08%	135
2023 Q2	$294K	Hold	3,329	–	–	0.08%	132
2023 Q1	$280K	Hold	3,329	–	–	0.08%	134
2022 Q4	$262K	Buy	+3,329	New	+$278K	0.08%	134

Other funds holding FPX

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $605M AUM 14.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

Cassia Capital Partners Winston Salem, North Carolina $207M AUM 13.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Proactive Wealth Strategies Marietta, Georgia $648M AUM 25.33% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Legacy Trust's FPX Position: Q3 2026 in Review

Legacy Trust held its First Trust US Equity Opportunities ETF (FPX) position steady in Q3 2026 at 3,329 shares worth $563K. The position accounts for 0.09% of the portfolio, ranked #137.

Legacy Trust first reported a position in FPX in Q4 2022 and has held it in 15 quarters since. The position peaked at $686K in Q2 2026. 129 funds tracked by Wall St. Rank hold FPX as of Q3 2026.

Legacy Trust held 3,329 shares of First Trust US Equity Opportunities ETF worth $563K as of Q3 2026.
Legacy Trust left its First Trust US Equity Opportunities ETF share count unchanged in Q3 2026.
First Trust US Equity Opportunities ETF made up 0.09% of Legacy Trust's portfolio in Q3 2026, its #137 holding.
Legacy Trust first reported a position in First Trust US Equity Opportunities ETF in Q4 2022 and has held it in 15 quarters since.
Legacy Trust's First Trust US Equity Opportunities ETF position peaked at $686K in Q2 2026.
129 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2026.

Based on Legacy Trust's 13F filing for Q3 2026, filed 6 Nov 2026.