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Onyx Bridge Wealth Group’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Onyx Bridge Wealth Group’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
Q2 		$3.34M Sell
16,208
-73
-0.4% -$13.5K 0.3% 71
2026
Q1 		$2.59M Buy
16,281
+7
+0% +$1.15K 0.28% 80
2025
Q4 		$2.66M Buy
16,274
+23
+0.1% +$3.78K 0.28% 78
2025
Q3 		$2.7M Buy
16,251
+204
+1% +$31.1K 0.29% 74
2025
Q2 		$2.33M Sell
16,047
-18
-0.1% -$2.29K 0.31% 66
2025
Q1 		$1.8M Sell
16,065
-27
-0.2% -$3.36K 0.26% 74
2024
Q4 		$1.92M Buy
16,092
+14
+0.1% +$1.68K 0.28% 71
2024
Q3 		$1.77M Sell
16,078
-1,076
-6% -$109K 0.27% 74
2024
Q2 		$1.7M Sell
17,154
-840
-5% -$84.7K 0.28% 68
2024
Q1 		$1.82M Sell
17,994
-2,074
-10% -$205K 0.32% 62
2023
Q4 		$1.92M Sell
20,068
-6,152
-23% -$530K 0.39% 43
2023
Q3 		$2.2M Sell
26,220
-5,222
-17% -$459K 0.51% 36
2023
Q2 		$2.77M Buy
+31,442
New +$2.61M 0.66% 31

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Onyx Bridge Wealth Group's FPX Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its First Trust US Equity Opportunities ETF (FPX) stake by 0.45% in Q2 2026, selling an estimated $13.5K and leaving 16,208 shares worth $3.34M. The position accounts for 0.3% of the portfolio, ranked #71.

Onyx Bridge Wealth Group first reported a position in FPX in Q2 2023 and has held it in 13 quarters since. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • Onyx Bridge Wealth Group held 16,208 shares of First Trust US Equity Opportunities ETF worth $3.34M as of Q2 2026.
  • Onyx Bridge Wealth Group sold 73 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $13.5K.
  • First Trust US Equity Opportunities ETF made up 0.3% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #71 holding.
  • Onyx Bridge Wealth Group first reported a position in First Trust US Equity Opportunities ETF in Q2 2023 and has held it in 13 quarters since.
  • 233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.