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

Purus 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 		$417K Sell
2,023
-50
-2% -$9.26K 0.11% 107
2026
Q1 		$329K Sell
2,073
-17
-0.8% -$2.8K 0.11% 109
2025
Q4 		$342K Hold
2,090
– – 0.11% 101
2025
Q3 		$347K Sell
2,090
-27
-1% -$4.11K 0.11% 103
2025
Q2 		$307K Hold
2,117
– – 0.11% 105
2025
Q1 		$237K Sell
2,117
-36
-2% -$4.48K 0.1% 104
2024
Q4 		$257K Sell
2,153
-49
-2% -$5.87K 0.1% 100
2024
Q3 		$243K Sell
2,202
-5
-0.2% -$508 0.1% 103
2024
Q2 		$219K Sell
2,207
-169
-7% -$17K 0.1% 109
2024
Q1 		$251K Sell
2,376
-51
-2% -$5.04K 0.12% 97
2023
Q4 		$233K Sell
2,427
-415
-15% -$35.8K 0.13% 112
2023
Q3 		$239K Hold
2,842
– – 0.16% 103
2023
Q2 		$251K Sell
2,842
-1,127
-28% -$93.5K 0.16% 104
2023
Q1 		$334K Sell
3,969
-36
-0.9% -$2.98K 0.26% 76
2022
Q4 		$315K Sell
4,005
-142
-3% -$11.9K 0.29% 75
2022
Q3 		$336K Sell
4,147
-186
-4% -$16.3K 0.31% 70
2022
Q2 		$356K Hold
4,333
– – 0.32% 69
2022
Q1 		$473K Sell
4,333
-117
-3% -$12.5K 0.33% 70
2021
Q4 		$545K Sell
4,450
-1,212
-21% -$154K 0.34% 67
2021
Q3 		$699K Sell
5,662
-201
-3% -$25.5K 0.48% 47
2021
Q2 		$747K Buy
+5,863
New +$715K 0.54% 44

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

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

Purus Wealth Management reduced its First Trust US Equity Opportunities ETF (FPX) stake by 2.4% in Q2 2026, selling an estimated $9.26K and leaving 2,023 shares worth $417K. The position accounts for 0.11% of the portfolio, ranked #107.

Purus Wealth Management first reported a position in FPX in Q2 2021 and has held it in 21 quarters since. The position peaked at $747K in Q2 2021. 233 funds tracked by Wall St. Rank hold FPX as of Q2 2026.

  • Purus Wealth Management held 2,023 shares of First Trust US Equity Opportunities ETF worth $417K as of Q2 2026.
  • Purus Wealth Management sold 50 First Trust US Equity Opportunities ETF shares in Q2 2026, an estimated $9.26K.
  • First Trust US Equity Opportunities ETF made up 0.11% of Purus Wealth Management's portfolio in Q2 2026, its #107 holding.
  • Purus Wealth Management first reported a position in First Trust US Equity Opportunities ETF in Q2 2021 and has held it in 21 quarters since.
  • Purus Wealth Management's First Trust US Equity Opportunities ETF position peaked at $747K in Q2 2021.
  • 233 funds tracked by Wall St. Rank held First Trust US Equity Opportunities ETF as of Q2 2026.

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