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

Integris 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 Q2	$365K	Hold	1,772	–	–	0.07%	89
2026 Q1	$281K	Hold	1,772	–	–	0.06%	95
2025 Q4	$290K	Hold	1,772	–	–	0.07%	94
2025 Q3	$294K	Hold	1,772	–	–	0.07%	92
2025 Q2	$257K	Buy	+1,772	New	+$225K	0.07%	96
2025 Q1	–	Sell	-1,772	Closed	-$212K	–	106
2024 Q4	$212K	Buy	+1,772	New	+$212K	0.06%	99

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Integris Wealth Management's FPX Position: Q2 2026 in Review

Integris Wealth Management held its First Trust US Equity Opportunities ETF (FPX) position steady in Q2 2026 at 1,772 shares worth $365K. The position accounts for 0.07% of the portfolio, ranked #89.

Integris Wealth Management first reported a position in FPX in Q4 2024 and has held it in 6 quarters since. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Integris Wealth Management held 1,772 shares of First Trust US Equity Opportunities ETF worth $365K as of Q2 2026.
Integris Wealth Management left its First Trust US Equity Opportunities ETF share count unchanged in Q2 2026.
First Trust US Equity Opportunities ETF made up 0.07% of Integris Wealth Management's portfolio in Q2 2026, its #89 holding.
Integris Wealth Management first reported a position in First Trust US Equity Opportunities ETF in Q4 2024 and has held it in 6 quarters since.
233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Integris Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.