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

Pure Financial Advisors’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	$532K	Hold	2,580	–	–	0.01%	361
2026 Q1	$410K	Hold	2,580	–	–	0.01%	378
2025 Q4	$422K	Hold	2,580	–	–	0.01%	346
2025 Q3	$429K	Hold	2,580	–	–	0.01%	340
2025 Q2	$374K	Buy	2,580 +70	+3%	+$8.89K	0.01%	347
2025 Q1	$280K	Hold	2,510	–	–	0.01%	324
2024 Q4	$300K	Buy	+2,510	New	+$301K	0.01%	289

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

Pure Financial Advisors's FPX Position: Q2 2026 in Review

Pure Financial Advisors held its First Trust US Equity Opportunities ETF (FPX) position steady in Q2 2026 at 2,580 shares worth $532K. The position accounts for 0.01% of the portfolio, ranked #361.

Pure Financial Advisors first reported a position in FPX in Q4 2024 and has held it in 7 quarters since. 232 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

Pure Financial Advisors held 2,580 shares of First Trust US Equity Opportunities ETF worth $532K as of Q2 2026.
Pure Financial Advisors left its First Trust US Equity Opportunities ETF share count unchanged in Q2 2026.
First Trust US Equity Opportunities ETF made up 0.01% of Pure Financial Advisors's portfolio in Q2 2026, its #361 holding.
Pure Financial Advisors first reported a position in First Trust US Equity Opportunities ETF in Q4 2024 and has held it in 7 quarters since.
232 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

Based on Pure Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.