Pacific Sun Financial
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Pacific Sun Financial’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Pacific Sun Financial’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 		$1.41M Buy
7,931
+323
+4% +$59.3K 0.57% 50
2026
Q2 		$1.57M Sell
7,608
-615
-7% -$114K 0.65% 42
2026
Q1 		$1.31M Buy
8,223
+532
+7% +$87.5K 0.63% 45
2025
Q4 		$1.26M Sell
7,691
-308
-4% -$50.6K 0.61% 49
2025
Q3 		$1.33M Sell
7,999
-50
-0.6% -$7.61K 0.64% 45
2025
Q2 		$1.17M Hold
8,049
– – 0.61% 48
2025
Q1 		$899K Sell
8,049
-45
-0.6% -$5.6K 0.51% 61
2024
Q4 		$967K Sell
8,094
-215
-3% -$25.8K 0.53% 55
2024
Q3 		$916K Sell
8,309
-470
-5% -$47.8K 0.5% 60
2024
Q2 		$872K Sell
8,779
-160
-2% -$16.1K 0.52% 59
2024
Q1 		$946K Sell
8,939
-230
-3% -$22.7K 0.55% 55
2023
Q4 		$879K Sell
9,169
-435
-5% -$37.5K 0.56% 55
2023
Q3 		$807K Sell
9,604
-1,210
-11% -$106K 0.56% 54
2023
Q2 		$909K Buy
+10,814
New +$897K 0.61% 51
2022
Q4 		$863K Sell
10,974
-225
-2% -$18.8K 0.61% 53
2022
Q3 		$907K Sell
11,199
-350
-3% -$30.7K 0.64% 51
2022
Q2 		$949K Buy
11,549
+44
+0.4% +$4.1K 0.63% 49
2022
Q1 		$1.26M Buy
11,505
+100
+0.9% +$10.7K 0.69% 46
2021
Q4 		$1.4M Buy
11,405
+40
+0.4% +$5.07K 0.75% 41
2021
Q3 		$1.4M Buy
+11,365
New +$1.44M 0.81% 42
2020
Q3 		$1.1M Sell
11,356
-60
-0.5% -$5.47K 0.92% 33
2020
Q2 		$957K Sell
11,416
-280
-2% -$21.1K 0.86% 36
2020
Q1 		$737K Buy
11,696
+355
+3% +$27.4K 0.85% 39
2019
Q4 		$911K Sell
11,341
-125
-1% -$9.7K 0.8% 47
2019
Q3 		$869K Sell
11,466
-160
-1% -$12.6K 0.82% 48
2019
Q2 		$906K Buy
+11,626
New +$884K 0.87% 41
2018
Q2 		$841K Buy
11,582
+80
+0.7% +$5.66K 0.87% 42
2018
Q1 		$788K Buy
+11,502
New +$816K 1.04% 36

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Systelligence LLC
Systelligence LLC Bloomington, Minnesota $605M AUM 14.86% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Adamsbrown Wealth Consultants
Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return
Cassia Capital Partners
Cassia Capital Partners Winston Salem, North Carolina $207M AUM 13.15% 1-Year Est. Return

Pacific Sun Financial's FPX Position: Q3 2026 in Review

Pacific Sun Financial increased its First Trust US Equity Opportunities ETF (FPX) stake by 4.2% in Q3 2026, buying an estimated $59.3K and bringing the position to 7,931 shares worth $1.41M. The position accounts for 0.57% of the portfolio, ranked #50.

Pacific Sun Financial first reported a position in FPX in Q1 2018 and has held it in 28 quarters since. The position peaked at $1.57M in Q2 2026. 200 funds tracked by Wall St. Rank hold FPX as of Q3 2026.

  • Pacific Sun Financial held 7,931 shares of First Trust US Equity Opportunities ETF worth $1.41M as of Q3 2026.
  • Pacific Sun Financial bought 323 First Trust US Equity Opportunities ETF shares in Q3 2026, an estimated $59.3K.
  • First Trust US Equity Opportunities ETF made up 0.57% of Pacific Sun Financial's portfolio in Q3 2026, its #50 holding.
  • Pacific Sun Financial first reported a position in First Trust US Equity Opportunities ETF in Q1 2018 and has held it in 28 quarters since.
  • Pacific Sun Financial's First Trust US Equity Opportunities ETF position peaked at $1.57M in Q2 2026.
  • 200 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2026.

Based on Pacific Sun Financial's 13F filing for Q3 2026, filed 13 Nov 2026.