Proactive Wealth Strategies’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Proactive Wealth Strategies’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	$8.34M	Sell	40,464 -149	-0.4%	-$27.6K	1.34%	19
2026 Q1	$6.45M	Buy	40,613 +20,275	+100%	+$3.33M	1.21%	27
2025 Q4	$3.33M	Buy	20,338 +31	+0.2%	+$5.09K	1.32%	26
2025 Q3	$3.37M	Buy	20,307 +76	+0.4%	+$11.6K	1.45%	23
2025 Q2	$2.93M	Sell	20,231 -1,503	-7%	-$191K	1.38%	22
2025 Q1	$2.43M	Sell	21,734 -364	-2%	-$45.3K	1.3%	23
2024 Q4	$2.64M	Buy	22,098 +2,932	+15%	+$351K	1.38%	22
2024 Q3	$2.11M	Buy	+19,166	New	+$1.95M	1.17%	30

Other funds holding FPX

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CCP

Cassia Capital Partners Winston Salem, North Carolina $206M AUM 18.25% 1-Year Est. Return

OPAM

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Proactive Wealth Strategies's FPX Position: Q2 2026 in Review

Proactive Wealth Strategies reduced its First Trust US Equity Opportunities ETF (FPX) stake by 0.37% in Q2 2026, selling an estimated $27.6K and leaving 40,464 shares worth $8.34M. The position accounts for 1.34% of the portfolio, ranked #19.

Proactive Wealth Strategies first reported a position in FPX in Q3 2024 and has held it in 8 quarters since. 144 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Proactive Wealth Strategies held 40,464 shares of First Trust US Equity Opportunities ETF worth $8.34M as of Q2 2026.
Proactive Wealth Strategies sold 149 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $27.6K.
First Trust US Equity Opportunities ETF made up 1.34% of Proactive Wealth Strategies's portfolio in Q2 2026, its #19 holding.
Proactive Wealth Strategies first reported a position in First Trust US Equity Opportunities ETF in Q3 2024 and has held it in 8 quarters since.
144 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Proactive Wealth Strategies's 13F filing for Q2 2026, filed 10 Aug 2026.