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

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

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. 233 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.
233 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.