Mosley Wealth Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Mosley Wealth Management’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	$2.78M	Buy	15,983 +921	+6%	+$169K	0.81%	26
2026 Q2	$3.11M	Buy	15,062 +12,968	+619%	+$2.4M	0.99%	25
2026 Q1	$348K	Sell	2,094 -32	-2%	-$5.26K	0.16%	118
2025 Q4	$356K	Buy	+2,126	New	+$349K	0.16%	121

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

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

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

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Mosley Wealth Management's FPX Position: Q3 2026 in Review

Mosley Wealth Management increased its First Trust US Equity Opportunities ETF (FPX) stake by 6.1% in Q3 2026, buying an estimated $169K and bringing the position to 15,983 shares worth $2.78M. The position accounts for 0.81% of the portfolio, ranked #26.

Mosley Wealth Management first reported a position in FPX in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.11M in Q2 2026. 118 funds tracked by Wall St. Rank hold FPX as of Q3 2026.

Mosley Wealth Management held 15,983 shares of First Trust US Equity Opportunities ETF worth $2.78M as of Q3 2026.
Mosley Wealth Management bought 921 First Trust US Equity Opportunities ETF shares in Q3 2026, an estimated $169K.
First Trust US Equity Opportunities ETF made up 0.81% of Mosley Wealth Management's portfolio in Q3 2026, its #26 holding.
Mosley Wealth Management first reported a position in First Trust US Equity Opportunities ETF in Q4 2025 and has held it in 4 quarters since.
Mosley Wealth Management's First Trust US Equity Opportunities ETF position peaked at $3.11M in Q2 2026.
118 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.