Matthew Hamilton Rosenberg’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Matthew Hamilton Rosenberg’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	$15.3K	Hold	86	–	–	﹤0.01%	589
2026 Q2	$17.7K	Hold	86	–	–	﹤0.01%	561
2026 Q1	$13.7K	Hold	86	–	–	﹤0.01%	577
2025 Q4	$14.1K	Hold	86	–	–	﹤0.01%	587
2025 Q3	$14.3K	Hold	86	–	–	﹤0.01%	591
2025 Q2	$12.5K	Hold	86	–	–	﹤0.01%	633
2025 Q1	$9.61K	Hold	86	–	–	﹤0.01%	634
2024 Q4	$10.3K	Hold	86	–	–	﹤0.01%	620
2024 Q3	$9.48K	Buy	+86	New	+$8.74K	﹤0.01%	629
2024 Q2	–	Sell	-233	Closed	-$24.4K	–	834
2024 Q1	$24.4K	Sell	233 -147	-39%	-$14.5K	0.01%	522
2023 Q4	$36.4K	Hold	380	–	–	0.01%	472
2023 Q3	$31.9K	Hold	380	–	–	0.01%	475
2023 Q2	$33.5K	Hold	380	–	–	0.01%	479
2023 Q1	$31.9K	Hold	380	–	–	0.01%	533
2022 Q4	$29.9K	Hold	380	–	–	0.01%	541
2022 Q3	$31K	Hold	380	–	–	0.01%	531
2022 Q2	$32K	Hold	380	–	–	0.01%	536
2022 Q1	$41K	Hold	380	–	–	0.01%	483
2021 Q4	$57K	Hold	380	–	–	0.02%	398
2021 Q3	$47K	Hold	380	–	–	0.02%	401
2021 Q2	$48K	Hold	380	–	–	0.03%	367
2021 Q1	$45K	Sell	380 -125	-25%	-$15.7K	0.03%	360
2020 Q4	$60K	Sell	505 -96	-16%	-$10.4K	0.04%	308
2020 Q3	$58K	Hold	601	–	–	0.04%	290
2020 Q2	$50K	Sell	601 -231	-28%	-$17.4K	0.04%	306
2020 Q1	$53K	Buy	+832	New	+$64.2K	0.05%	243

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

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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

GWM

GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Matthew Hamilton Rosenberg's FPX Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its First Trust US Equity Opportunities ETF (FPX) position steady in Q3 2026 at 86 shares worth $15.3K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Matthew Hamilton Rosenberg first reported a position in FPX in Q1 2020 and has held it in 26 quarters since. The position peaked at $60K in Q4 2020. 11 funds tracked by Wall St. Rank hold FPX as of Q3 2026.

Matthew Hamilton Rosenberg held 86 shares of First Trust US Equity Opportunities ETF worth $15.3K as of Q3 2026.
Matthew Hamilton Rosenberg left its First Trust US Equity Opportunities ETF share count unchanged in Q3 2026.
First Trust US Equity Opportunities ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #589 holding.
Matthew Hamilton Rosenberg first reported a position in First Trust US Equity Opportunities ETF in Q1 2020 and has held it in 26 quarters since.
Matthew Hamilton Rosenberg's First Trust US Equity Opportunities ETF position peaked at $60K in Q4 2020.
11 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.