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 Q3	$7.74M	Buy	43,438 +2,974	+7%	+$546K	1.19%	22
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 $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Systelligence LLC Bloomington, Minnesota $605M AUM 14.86% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return

Cassia Capital Partners Winston Salem, North Carolina $207M AUM 13.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Proactive Wealth Strategies's FPX Position: Q3 2026 in Review

Proactive Wealth Strategies increased its First Trust US Equity Opportunities ETF (FPX) stake by 7.3% in Q3 2026, buying an estimated $546K and bringing the position to 43,438 shares worth $7.74M. The position accounts for 1.19% of the portfolio, ranked #22.

Proactive Wealth Strategies first reported a position in FPX in Q3 2024 and has held it in 9 quarters since. The position peaked at $8.34M in Q2 2026. 141 funds tracked by Wall St. Rank hold FPX as of Q3 2026.

Proactive Wealth Strategies held 43,438 shares of First Trust US Equity Opportunities ETF worth $7.74M as of Q3 2026.
Proactive Wealth Strategies bought 2,974 First Trust US Equity Opportunities ETF shares in Q3 2026, an estimated $546K.
First Trust US Equity Opportunities ETF made up 1.19% of Proactive Wealth Strategies's portfolio in Q3 2026, its #22 holding.
Proactive Wealth Strategies first reported a position in First Trust US Equity Opportunities ETF in Q3 2024 and has held it in 9 quarters since.
Proactive Wealth Strategies's First Trust US Equity Opportunities ETF position peaked at $8.34M in Q2 2026.
141 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2026.

Based on Proactive Wealth Strategies's 13F filing for Q3 2026, filed 9 Nov 2026.