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Intrua Financial’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Intrua Financial’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 		$472K Hold
2,290
– – 0.04% 293
2026
Q1 		$364K Sell
2,290
-28
-1% -$4.61K 0.04% 326
2025
Q4 		$379K Hold
2,318
– – 0.04% 312
2025
Q3 		$385K Buy
2,318
+47
+2% +$7.16K 0.04% 308
2025
Q2 		$329K Sell
2,271
-25
-1% -$3.17K 0.04% 276
2025
Q1 		$257K Sell
2,296
-42
-2% -$5.22K 0.04% 308
2024
Q4 		$279K Hold
2,338
– – 0.04% 283
2024
Q3 		$258K Sell
2,338
-100
-4% -$10.2K 0.04% 325
2024
Q2 		$242K Sell
2,438
-200
-8% -$20.2K 0.04% 342
2024
Q1 		$279K Sell
2,638
-300
-10% -$29.6K 0.04% 333
2023
Q4 		$282K Sell
2,938
-820
-22% -$70.7K 0.04% 326
2023
Q3 		$316K Sell
3,758
-99
-3% -$8.7K 0.05% 262
2023
Q2 		$340K Sell
3,857
-612
-14% -$50.8K 0.06% 254
2023
Q1 		$358K Sell
4,469
-530
-11% -$43.9K 0.07% 226
2022
Q4 		$400K Sell
4,999
-199
-4% -$16.6K 0.09% 210
2022
Q3 		$421K Sell
5,198
-400
-7% -$35.1K 0.11% 186
2022
Q2 		$460K Sell
5,598
-740
-12% -$68.9K 0.1% 222
2022
Q1 		$691K Buy
6,338
+10
+0.2% +$1.07K 0.12% 174
2021
Q4 		$775K Buy
6,328
+100
+2% +$12.7K 0.14% 157
2021
Q3 		$797K Sell
6,228
-50
-0.8% -$6.35K 0.15% 154
2021
Q2 		$801K Sell
6,278
-366
-6% -$44.6K 0.19% 116
2021
Q1 		$844K Buy
6,644
+3,851
+138% +$484K 0.21% 101
2020
Q4 		$330K Sell
2,793
-364
-12% -$39.4K 0.15% 143
2020
Q3 		$328K Sell
3,157
-806
-20% -$73.5K 0.16% 133
2020
Q2 		$358K Buy
+3,963
New +$299K 0.14% 149

Other funds holding FPX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Intrua Financial's FPX Position: Q2 2026 in Review

Intrua Financial held its First Trust US Equity Opportunities ETF (FPX) position steady in Q2 2026 at 2,290 shares worth $472K. The position accounts for 0.04% of the portfolio, ranked #293.

Intrua Financial first reported a position in FPX in Q2 2020 and has held it in 25 quarters since. The position peaked at $844K in Q1 2021. 232 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • Intrua Financial held 2,290 shares of First Trust US Equity Opportunities ETF worth $472K as of Q2 2026.
  • Intrua Financial left its First Trust US Equity Opportunities ETF share count unchanged in Q2 2026.
  • First Trust US Equity Opportunities ETF made up 0.04% of Intrua Financial's portfolio in Q2 2026, its #293 holding.
  • Intrua Financial first reported a position in First Trust US Equity Opportunities ETF in Q2 2020 and has held it in 25 quarters since.
  • Intrua Financial's First Trust US Equity Opportunities ETF position peaked at $844K in Q1 2021.
  • 232 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Intrua Financial's 13F filing for Q2 2026, filed 24 Jul 2026.