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

Puff 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 		$295K Buy
+1,432
New +$265K 0.3% 68
2025
Q4 		$294K Sell
1,780
-72
-4% -$11.8K 0.38% 57
2025
Q3 		$308K Sell
1,852
-5,202
-74% -$792K 0.47% 48
2025
Q2 		$268K Buy
7,054
+5,213
+283% +$662K 0.2% 87
2025
Q1 		$206K Buy
1,841
+4
+0.2% +$498 0.19% 83
2024
Q4 		$219K Buy
+1,837
New +$220K 0.38% 53

Other funds holding FPX

SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
CIA
Cascade Investment Advisors Oregon City, Oregon $183M AUM 29.64% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
RFN
RDA Financial Network Akron, Iowa $459M AUM 24.58% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
KDA
Kraft Davis & Associates St. Louis, Missouri $479M AUM 30.23% 1-Year Est. Return

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

Puff Wealth Management opened a new position in First Trust US Equity Opportunities ETF (FPX) in Q2 2026: 1,432 shares worth $295K. The stake represents 0.3% of the portfolio and ranks #68 among its holdings. This is a return to the name: Puff Wealth Management previously reported a position in FPX as recently as Q4 2025.

Puff Wealth Management first reported a position in FPX in Q4 2024 and has held it in 6 quarters since. The position peaked at $308K in Q3 2025. 35 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • Puff Wealth Management held 1,432 shares of First Trust US Equity Opportunities ETF worth $295K as of Q2 2026.
  • First Trust US Equity Opportunities ETF was a new Puff Wealth Management position in Q2 2026.
  • First Trust US Equity Opportunities ETF made up 0.3% of Puff Wealth Management's portfolio in Q2 2026, its #68 holding.
  • Puff Wealth Management first reported a position in First Trust US Equity Opportunities ETF in Q4 2024 and has held it in 6 quarters since.
  • Puff Wealth Management's First Trust US Equity Opportunities ETF position peaked at $308K in Q3 2025.
  • 35 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Puff Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.