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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Onyx Bridge Wealth Group's FPX Position: Q1 2026 in Review

Onyx Bridge Wealth Group increased its First Trust US Equity Opportunities ETF (FPX) stake by 0.04% in Q1 2026, buying an estimated $1.15K and bringing the position to 16,281 shares worth $2.59M. The position accounts for 0.28% of the portfolio, ranked #80.

Onyx Bridge Wealth Group first reported a position in FPX in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.77M in Q2 2023. 210 funds tracked by Wall St. Rank hold FPX as of Q1 2026.

Onyx Bridge Wealth Group held 16,281 shares of First Trust US Equity Opportunities ETF worth $2.59M as of Q1 2026.
Onyx Bridge Wealth Group bought 7 First Trust US Equity Opportunities ETF shares in Q1 2026, an estimated $1.15K.
First Trust US Equity Opportunities ETF made up 0.28% of Onyx Bridge Wealth Group's portfolio in Q1 2026, its #80 holding.
Onyx Bridge Wealth Group first reported a position in First Trust US Equity Opportunities ETF in Q2 2023 and has held it in 12 quarters since.
Onyx Bridge Wealth Group's First Trust US Equity Opportunities ETF position peaked at $2.77M in Q2 2023.
210 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.