VestGen Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History

VestGen Advisors’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	$819K	Sell	4,594 -362	-7%	-$66.5K	0.03%	465
2026 Q2	$1.02M	Sell	4,956 -213	-4%	-$39.5K	0.03%	453
2026 Q1	$969K	Sell	5,169 -84	-2%	-$13.8K	0.03%	472
2025 Q4	$859K	Sell	5,253 -565	-10%	-$92.8K	0.04%	382
2025 Q3	$967K	Buy	5,818 +137	+2%	+$20.9K	0.03%	372
2025 Q2	$823K	Buy	5,681 +612	+12%	+$77.7K	0.03%	360
2025 Q1	$566K	Buy	+5,069	New	+$631K	0.03%	370

Other funds holding FPX

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

VestGen Advisors's FPX Position: Q3 2026 in Review

VestGen Advisors reduced its First Trust US Equity Opportunities ETF (FPX) stake by 7.3% in Q3 2026, selling an estimated $66.5K and leaving 4,594 shares worth $819K. The position accounts for 0.03% of the portfolio, ranked #465.

VestGen Advisors first reported a position in FPX in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.02M in Q2 2026. 165 funds tracked by Wall St. Rank hold FPX as of Q3 2026.

VestGen Advisors held 4,594 shares of First Trust US Equity Opportunities ETF worth $819K as of Q3 2026.
VestGen Advisors sold 362 First Trust US Equity Opportunities ETF shares in Q3 2026, an estimated $66.5K.
First Trust US Equity Opportunities ETF made up 0.03% of VestGen Advisors's portfolio in Q3 2026, its #465 holding.
VestGen Advisors first reported a position in First Trust US Equity Opportunities ETF in Q1 2025 and has held it in 7 quarters since.
VestGen Advisors's First Trust US Equity Opportunities ETF position peaked at $1.02M in Q2 2026.
165 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2026.

Based on VestGen Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.