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BOLTON SECURITIES CORPORATION’s First Trust US Equity Opportunities ETF FPX Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$35.1K Hold
197
– – ﹤0.01% 1453
2026
Q2 		$40.6K Hold
197
– – ﹤0.01% 1412
2026
Q1 		$31.3K Buy
+197
New +$32.4K ﹤0.01% 1341
2025
Q3 		$32.7K Buy
+197
New +$30K ﹤0.01% 1259
2025
Q1 		$22K Buy
+197
New +$24.5K ﹤0.01% 1264

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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Systelligence LLC
Systelligence LLC Bloomington, Minnesota $605M AUM 14.86% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Adamsbrown Wealth Consultants
Adamsbrown Wealth Consultants Wichita, Kansas $548M AUM 16.52% 1-Year Est. Return
Cassia Capital Partners
Cassia Capital Partners Winston Salem, North Carolina $207M AUM 13.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Proactive Wealth Strategies
Proactive Wealth Strategies Marietta, Georgia $648M AUM 25.33% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's FPX Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its First Trust US Equity Opportunities ETF (FPX) position steady in Q3 2026 at 197 shares worth $35.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1453.

BOLTON SECURITIES CORPORATION first reported a position in FPX in Q1 2025 and has held it in 5 quarters since. The position peaked at $40.6K in Q2 2026. 156 funds tracked by Wall St. Rank hold FPX as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 197 shares of First Trust US Equity Opportunities ETF worth $35.1K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its First Trust US Equity Opportunities ETF share count unchanged in Q3 2026.
  • First Trust US Equity Opportunities ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1453 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in First Trust US Equity Opportunities ETF in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's First Trust US Equity Opportunities ETF position peaked at $40.6K in Q2 2026.
  • 156 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.