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 Q2	$1.66M	Buy	8,034 +23	+0.3%	+$4.26K	0.37%	72
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 $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PCG Wealth Advisors's FPX Position: Q2 2026 in Review

PCG Wealth Advisors increased its First Trust US Equity Opportunities ETF (FPX) stake by 0.29% in Q2 2026, buying an estimated $4.26K and bringing the position to 8,034 shares worth $1.66M. The position accounts for 0.37% of the portfolio, ranked #72.

PCG Wealth Advisors first reported a position in FPX in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.32M in Q4 2021. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

PCG Wealth Advisors held 8,034 shares of First Trust US Equity Opportunities ETF worth $1.66M as of Q2 2026.
PCG Wealth Advisors bought 23 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $4.26K.
First Trust US Equity Opportunities ETF made up 0.37% of PCG Wealth Advisors's portfolio in Q2 2026, its #72 holding.
PCG Wealth Advisors first reported a position in First Trust US Equity Opportunities ETF in Q4 2021 and has held it in 19 quarters since.
PCG Wealth Advisors's First Trust US Equity Opportunities ETF position peaked at $4.32M in Q4 2021.
233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on PCG Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.