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 Q3	$2.87M	Sell	16,116 -92	-0.6%	-$16.9K	0.25%	85
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%	-$2.28K	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

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

Onyx Bridge Wealth Group's FPX Position: Q3 2026 in Review

Onyx Bridge Wealth Group reduced its First Trust US Equity Opportunities ETF (FPX) stake by 0.57% in Q3 2026, selling an estimated $16.9K and leaving 16,116 shares worth $2.87M. The position accounts for 0.25% of the portfolio, ranked #85.

Onyx Bridge Wealth Group first reported a position in FPX in Q2 2023 and has held it in 14 quarters since. The position peaked at $3.34M in Q2 2026. 118 funds tracked by Wall St. Rank hold FPX as of Q3 2026.

Onyx Bridge Wealth Group held 16,116 shares of First Trust US Equity Opportunities ETF worth $2.87M as of Q3 2026.
Onyx Bridge Wealth Group sold 92 First Trust US Equity Opportunities ETF shares in Q3 2026, an estimated $16.9K.
First Trust US Equity Opportunities ETF made up 0.25% of Onyx Bridge Wealth Group's portfolio in Q3 2026, its #85 holding.
Onyx Bridge Wealth Group first reported a position in First Trust US Equity Opportunities ETF in Q2 2023 and has held it in 14 quarters since.
Onyx Bridge Wealth Group's First Trust US Equity Opportunities ETF position peaked at $3.34M in Q2 2026.
118 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q3 2026, filed 16 Oct 2026.