Triumph Capital Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Triumph Capital 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 Q3	$1.39M	Buy	7,787 +466	+6%	+$85.6K	0.24%	91
2026 Q2	$1.51M	Buy	7,321 +3,932	+116%	+$728K	0.27%	82
2026 Q1	$538K	Buy	3,389 +142	+4%	+$23.4K	0.11%	178
2025 Q4	$531K	Buy	3,247 +238	+8%	+$39.1K	0.11%	164
2025 Q3	$500K	Buy	3,009 +920	+44%	+$140K	0.13%	160
2025 Q2	$303K	Buy	+2,089	New	+$265K	0.09%	219
2022 Q1	–	Sell	-3,206	Closed	-$393K	–	216
2021 Q4	$393K	Sell	3,206 -42	-1%	-$5.32K	0.17%	126
2021 Q3	$401K	Buy	3,248 +450	+16%	+$57.2K	0.19%	122
2021 Q2	$343K	Buy	+2,798	New	+$341K	0.2%	114

Other funds holding FPX

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

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

Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

NTV Asset Management Charleston, West Virginia $1.08B AUM 23.94% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Golden State Wealth Management Santa Ana, California $1.1B AUM 19.2% 1-Year Est. Return

Triumph Capital Management's FPX Position: Q3 2026 in Review

Triumph Capital Management increased its First Trust US Equity Opportunities ETF (FPX) stake by 6.4% in Q3 2026, buying an estimated $85.6K and bringing the position to 7,787 shares worth $1.39M. The position accounts for 0.24% of the portfolio, ranked #91.

Triumph Capital Management first reported a position in FPX in Q2 2021 and has held it in 9 quarters since. The position peaked at $1.51M in Q2 2026. 95 funds tracked by Wall St. Rank hold FPX as of Q3 2026.

Triumph Capital Management held 7,787 shares of First Trust US Equity Opportunities ETF worth $1.39M as of Q3 2026.
Triumph Capital Management bought 466 First Trust US Equity Opportunities ETF shares in Q3 2026, an estimated $85.6K.
First Trust US Equity Opportunities ETF made up 0.24% of Triumph Capital Management's portfolio in Q3 2026, its #91 holding.
Triumph Capital Management first reported a position in First Trust US Equity Opportunities ETF in Q2 2021 and has held it in 9 quarters since.
Triumph Capital Management's First Trust US Equity Opportunities ETF position peaked at $1.51M in Q2 2026.
95 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.