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

PFG 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
Q3 		$1.06M Buy
5,926
+304
+5% +$55.8K 0.05% 363
2026
Q2 		$1.16M Buy
5,622
+901
+19% +$167K 0.06% 343
2026
Q1 		$750K Buy
4,721
+771
+20% +$127K 0.04% 447
2025
Q4 		$646K Buy
+3,950
New +$649K 0.03% 468
2022
Q2 		– Sell
-17,951
Closed -$1.51M – 408
2022
Q1 		$1.51M Buy
17,951
+15,587
+659% +$1.66M 0.15% 145
2021
Q4 		$290K Sell
2,364
-172
-7% -$21.8K 0.03% 448
2021
Q3 		$313K Sell
2,536
-198
-7% -$25.2K 0.03% 406
2021
Q2 		$348K Buy
2,734
+160
+6% +$19.5K 0.04% 373
2021
Q1 		$307K Sell
2,574
-1,787
-41% -$225K 0.04% 366
2020
Q4 		$516K Sell
4,361
-30
-0.7% -$3.25K 0.09% 241
2020
Q3 		$439K Sell
4,391
-66
-1% -$6.02K 0.08% 244
2020
Q2 		$395K Sell
4,457
-33
-0.7% -$2.49K 0.09% 217
2020
Q1 		$317K Sell
4,490
-20,356
-82% -$1.57M 0.09% 219
2019
Q4 		$2.8M Buy
24,846
+19,700
+383% +$1.53M 0.69% 33
2019
Q3 		$384K Sell
5,146
-170
-3% -$13.4K 0.11% 216
2019
Q2 		$433K Buy
5,316
+1,237
+30% +$94K 0.12% 204
2019
Q1 		$314K Sell
4,079
-8
-0.2% -$563 0.1% 221
2018
Q4 		$292K Buy
4,087
+338
+9% +$22.6K 0.09% 226
2018
Q3 		$259K Buy
3,749
+601
+19% +$44.3K 0.2% 127
2018
Q2 		$225K Sell
3,148
-509
-14% -$36K 0.2% 129
2018
Q1 		$251K Buy
3,657
+25
+0.7% +$1.77K 0.24% 119
2017
Q4 		$248K Buy
+3,632
New +$241K 0.26% 111

Other funds holding FPX

Adamsbrown Wealth Consultants
Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Worthington Financial Partners
Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return
NTV Asset Management
NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Chicago Partners Investment Group
Chicago Partners Investment Group Chicago, Illinois $5.45B AUM 19.52% 1-Year Est. Return
Mosley Wealth Management
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

PFG Advisors's FPX Position: Q3 2026 in Review

PFG Advisors increased its First Trust US Equity Opportunities ETF (FPX) stake by 5.4% in Q3 2026, buying an estimated $55.8K and bringing the position to 5,926 shares worth $1.06M. The position accounts for 0.05% of the portfolio, ranked #363.

PFG Advisors first reported a position in FPX in Q4 2017 and has held it in 22 quarters since. The position peaked at $2.8M in Q4 2019. 73 funds tracked by Wall St. Rank hold FPX as of Q3 2026.

  • PFG Advisors held 5,926 shares of First Trust US Equity Opportunities ETF worth $1.06M as of Q3 2026.
  • PFG Advisors bought 304 First Trust US Equity Opportunities ETF shares in Q3 2026, an estimated $55.8K.
  • First Trust US Equity Opportunities ETF made up 0.05% of PFG Advisors's portfolio in Q3 2026, its #363 holding.
  • PFG Advisors first reported a position in First Trust US Equity Opportunities ETF in Q4 2017 and has held it in 22 quarters since.
  • PFG Advisors's First Trust US Equity Opportunities ETF position peaked at $2.8M in Q4 2019.
  • 73 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2026.

Based on PFG Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.