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 Q3	$236K	Sell	1,327 -105	-7%	-$19.3K	0.22%	73
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

WFP

Worthington Financial Partners Worthington, Ohio $118M AUM 64.85% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

MWM

Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

RFN

RDA Financial Network Akron, Iowa $459M AUM 19.8% 1-Year Est. Return

Puff Wealth Management's FPX Position: Q3 2026 in Review

Puff Wealth Management reduced its First Trust US Equity Opportunities ETF (FPX) stake by 7.3% in Q3 2026, selling an estimated $19.3K and leaving 1,327 shares worth $236K. The position accounts for 0.22% of the portfolio, ranked #73.

Puff Wealth Management first reported a position in FPX in Q4 2024 and has held it in 7 quarters since. The position peaked at $308K in Q3 2025. 40 funds tracked by Wall St. Rank hold FPX as of Q3 2026.

Puff Wealth Management held 1,327 shares of First Trust US Equity Opportunities ETF worth $236K as of Q3 2026.
Puff Wealth Management sold 105 First Trust US Equity Opportunities ETF shares in Q3 2026, an estimated $19.3K.
First Trust US Equity Opportunities ETF made up 0.22% of Puff Wealth Management's portfolio in Q3 2026, its #73 holding.
Puff Wealth Management first reported a position in First Trust US Equity Opportunities ETF in Q4 2024 and has held it in 7 quarters since.
Puff Wealth Management's First Trust US Equity Opportunities ETF position peaked at $308K in Q3 2025.
40 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.