PCG Wealth Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History

PCG Wealth Advisors’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	$1.27M	Sell	8,011 -8	-0.1%	-$1.32K	0.32%	83
2025 Q4	$1.31M	Buy	8,019 +52	+0.7%	+$8.54K	0.37%	75
2025 Q3	$1.32M	Sell	7,967 -28	-0.4%	-$4.26K	0.39%	72
2025 Q2	$1.16M	Sell	7,995 -107	-1%	-$13.6K	0.59%	43
2025 Q1	$905K	Sell	8,102 -13	-0.2%	-$1.62K	0.32%	74
2024 Q4	$970K	Sell	8,115 -33	-0.4%	-$3.95K	0.36%	70
2024 Q3	$898K	Sell	8,148 -52	-0.6%	-$5.29K	0.35%	66
2024 Q2	$815K	Sell	8,200 -21	-0.3%	-$2.12K	0.35%	64
2024 Q1	$870K	Sell	8,221 -1,111	-12%	-$110K	0.41%	54
2023 Q4	$895K	Sell	9,332 -544	-6%	-$46.9K	0.5%	49
2023 Q3	$829K	Sell	9,876 -485	-5%	-$42.6K	0.54%	45
2023 Q2	$914K	Sell	10,361 -1,550	-13%	-$129K	0.57%	44
2023 Q1	$1M	Sell	11,911 -2,266	-16%	-$188K	0.63%	40
2022 Q4	$1.12M	Sell	14,177 -22,245	-61%	-$1.86M	0.71%	34
2022 Q3	$2.95M	Buy	36,422 +16,991	+87%	+$1.49M	1.05%	22
2022 Q2	$1.6M	Sell	19,431 -699	-3%	-$65.1K	1.14%	18
2022 Q1	$2.2M	Sell	20,130 -15,110	-43%	-$1.61M	1.4%	17
2021 Q4	$4.32M	Buy	+35,240	New	+$4.47M	3%	7

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

PCG Wealth Advisors's FPX Position: Q1 2026 in Review

PCG Wealth Advisors reduced its First Trust US Equity Opportunities ETF (FPX) stake by 0.1% in Q1 2026, selling an estimated $1.32K and leaving 8,011 shares worth $1.27M. The position accounts for 0.32% of the portfolio, ranked #83.

PCG Wealth Advisors first reported a position in FPX in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.32M in Q4 2021. 210 funds tracked by Wall St. Rank hold FPX as of Q1 2026.

PCG Wealth Advisors held 8,011 shares of First Trust US Equity Opportunities ETF worth $1.27M as of Q1 2026.
PCG Wealth Advisors sold 8 First Trust US Equity Opportunities ETF shares in Q1 2026, an estimated $1.32K.
First Trust US Equity Opportunities ETF made up 0.32% of PCG Wealth Advisors's portfolio in Q1 2026, its #83 holding.
PCG Wealth Advisors first reported a position in First Trust US Equity Opportunities ETF in Q4 2021 and has held it in 18 quarters since.
PCG Wealth Advisors's First Trust US Equity Opportunities ETF position peaked at $4.32M in Q4 2021.
210 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2026.

Based on PCG Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.