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

Clarus Wealth 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
2025
Q4 		– Sell
-1,474
Closed -$244K – 87
2025
Q3 		$244K Hold
1,474
– – 0.11% 80
2025
Q2 		$211K Buy
+1,474
New +$187K 0.1% 85
2025
Q1 		– Sell
-7,265
Closed -$867K – 104
2024
Q4 		$867K Sell
7,265
-437
-6% -$52.3K 0.43% 55
2024
Q3 		$849K Buy
7,702
+373
+5% +$37.9K 0.43% 50
2024
Q2 		$737K Sell
7,329
-393
-5% -$39.6K 0.39% 52
2024
Q1 		$787K Sell
7,722
-1,020
-12% -$101K 0.45% 49
2023
Q4 		$807K Buy
+8,742
New +$754K 0.48% 46
2023
Q2 		$776K Sell
8,926
-233
-3% -$19.3K 0.47% 46
2023
Q1 		$742K Buy
9,159
+985
+12% +$81.6K 0.47% 46
2022
Q4 		$651K Buy
8,174
+1,128
+16% +$94.3K 0.43% 48
2022
Q3 		$578K Sell
7,046
-1,318
-16% -$116K 0.41% 47
2022
Q2 		$701K Buy
8,364
+1,066
+15% +$99.3K 0.49% 39
2022
Q1 		$761K Buy
7,298
+1,001
+16% +$107K 0.47% 40
2021
Q4 		$736K Buy
6,297
+247
+4% +$31.3K 0.42% 43
2021
Q3 		$746K Sell
6,050
-29
-0.5% -$3.69K 0.46% 38
2021
Q2 		$769K Buy
6,079
+304
+5% +$37.1K 0.48% 40
2021
Q1 		$724K Sell
5,775
-1,632
-22% -$205K 0.45% 46
2020
Q4 		$924K Sell
7,407
-282
-4% -$30.5K 0.61% 36
2020
Q3 		$758K Sell
7,689
-213
-3% -$19.4K 0.59% 36
2020
Q2 		$684K Sell
7,902
-169
-2% -$12.8K 0.58% 37
2020
Q1 		$485K Buy
8,071
+1,734
+27% +$134K 0.48% 62
2019
Q4 		$520K Sell
6,337
-591
-9% -$45.9K 0.34% 79
2019
Q3 		$525K Buy
6,928
+529
+8% +$41.6K 0.38% 60
2019
Q2 		$499K Buy
6,399
+4,598
+255% +$350K 0.36% 45
2019
Q1 		$135K Hold
1,801
– – 0.1% 154
2018
Q4 		$112K Sell
1,801
-170
-9% -$11.4K 0.18% 150
2018
Q3 		$146K Buy
1,971
+20
+1% +$1.48K 0.1% 170
2018
Q2 		$134K Buy
+1,951
New +$138K 0.1% 164

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Clarus Wealth Advisors's FPX Position: Q4 2025 in Review

Clarus Wealth Advisors sold out of First Trust US Equity Opportunities ETF (FPX) in Q4 2025, closing a stake of 1,474 shares — an estimated $244K sold.

Clarus Wealth Advisors first reported a position in FPX in Q2 2018 and held it in 28 quarters. The position peaked at $924K in Q4 2020. 203 funds tracked by Wall St. Rank hold FPX as of Q4 2025.

  • Clarus Wealth Advisors reported no remaining First Trust US Equity Opportunities ETF position as of Q4 2025 after selling out during the quarter.
  • Clarus Wealth Advisors sold 1,474 First Trust US Equity Opportunities ETF shares in Q4 2025, an estimated $244K.
  • Clarus Wealth Advisors first reported a position in First Trust US Equity Opportunities ETF in Q2 2018 and held it in 28 quarters.
  • Clarus Wealth Advisors's First Trust US Equity Opportunities ETF position peaked at $924K in Q4 2020.
  • 203 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q4 2025.

Based on Clarus Wealth Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.