Root Financial Partners’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Root Financial Partners’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	$148K	Buy	+830	New	+$152K	0.01%	564
2026 Q2	–	Sell	-830	Closed	-$132K	–	1424
2026 Q1	$132K	Hold	830	–	–	0.01%	457
2025 Q4	$136K	Sell	830 -2	-0.2%	-$328	0.01%	371
2025 Q3	$138K	Buy	+832	New	+$127K	0.01%	349

Other funds holding FPX

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 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

Root Financial Partners's FPX Position: Q3 2026 in Review

Root Financial Partners opened a new position in First Trust US Equity Opportunities ETF (FPX) in Q3 2026: 830 shares worth $148K. The stake represents 0.01% of the portfolio and ranks #564 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in FPX as recently as Q1 2026.

Root Financial Partners first reported a position in FPX in Q3 2025 and has held it in 4 quarters since. 200 funds tracked by Wall St. Rank hold FPX as of Q3 2026.

Root Financial Partners held 830 shares of First Trust US Equity Opportunities ETF worth $148K as of Q3 2026.
First Trust US Equity Opportunities ETF was a new Root Financial Partners position in Q3 2026.
First Trust US Equity Opportunities ETF made up 0.01% of Root Financial Partners's portfolio in Q3 2026, its #564 holding.
Root Financial Partners first reported a position in First Trust US Equity Opportunities ETF in Q3 2025 and has held it in 4 quarters since.
200 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.