TCFG Wealth Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

TCFG Wealth Management’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 Q1	$517K	Hold	3,256	–	–	0.19%	127
2025 Q4	$533K	Sell	3,256 -119	-4%	-$19.5K	0.21%	124
2025 Q3	$561K	Sell	3,375 -97	-3%	-$14.8K	0.22%	115
2025 Q2	$503K	Sell	3,472 -87	-2%	-$11K	0.23%	121
2025 Q1	$398K	Hold	3,559	–	–	0.2%	124
2024 Q4	$425K	Sell	3,559 -324	-8%	-$38.8K	0.21%	117
2024 Q3	$428K	Buy	+3,883	New	+$395K	0.22%	112

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

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

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

TCFG Wealth Management's FPX Position: Q1 2026 in Review

TCFG Wealth Management held its First Trust US Equity Opportunities ETF (FPX) position steady in Q1 2026 at 3,256 shares worth $517K. The position accounts for 0.19% of the portfolio, ranked #127.

TCFG Wealth Management first reported a position in FPX in Q3 2024 and has held it in 7 quarters since. The position peaked at $561K in Q3 2025. 211 funds tracked by Wall St. Rank hold FPX as of Q1 2026.

TCFG Wealth Management held 3,256 shares of First Trust US Equity Opportunities ETF worth $517K as of Q1 2026.
TCFG Wealth Management left its First Trust US Equity Opportunities ETF share count unchanged in Q1 2026.
First Trust US Equity Opportunities ETF made up 0.19% of TCFG Wealth Management's portfolio in Q1 2026, its #127 holding.
TCFG Wealth Management first reported a position in First Trust US Equity Opportunities ETF in Q3 2024 and has held it in 7 quarters since.
TCFG Wealth Management's First Trust US Equity Opportunities ETF position peaked at $561K in Q3 2025.
211 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q1 2026.

Based on TCFG Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.