AWM
Accel Wealth Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $246K | Buy |
+1,698
| New | +$246K | 0.08% | 216 |
|
|
2025
Q1 | – | Sell |
-2,020
| Closed | -$241K | – | 261 |
|
|
2024
Q4 | $241K | Sell |
2,020
-686
| -25% | -$82K | 0.09% | 211 |
|
|
2024
Q3 | $298K | Sell |
2,706
-803
| -23% | -$88.5K | 0.11% | 186 |
|
|
2024
Q2 | $349K | Sell |
3,509
-678
| -16% | -$67.4K | 0.14% | 153 |
|
|
2024
Q1 | $443K | Sell |
4,187
-288
| -6% | -$30.5K | 0.19% | 119 |
|
|
2023
Q4 | $429K | Sell |
4,475
-10
| -0.2% | -$959 | 0.22% | 113 |
|
|
2023
Q3 | $377K | Sell |
4,485
-1,166
| -21% | -$97.9K | 0.21% | 111 |
|
|
2023
Q2 | $498K | Sell |
5,651
-2,657
| -32% | -$234K | 0.27% | 93 |
|
|
2023
Q1 | $698K | Sell |
8,308
-799
| -9% | -$67.2K | 0.29% | 84 |
|
|
2022
Q4 | $717K | Sell |
9,107
-4,308
| -32% | -$339K | 0.34% | 63 |
|
|
2022
Q3 | $1.16M | Buy |
13,415
+152
| +1% | +$13.1K | 0.62% | 49 |
|
|
2022
Q2 | $1.11M | Sell |
13,263
-113
| -0.8% | -$9.42K | 0.63% | 47 |
|
|
2022
Q1 | $1.47M | Sell |
13,376
-1,624
| -11% | -$178K | 0.76% | 39 |
|
|
2021
Q4 | $1.84M | Buy |
15,000
+2,266
| +18% | +$278K | 0.9% | 32 |
|
|
2021
Q3 | $1.57M | Buy |
12,734
+1,305
| +11% | +$161K | 1.02% | 26 |
|
|
2021
Q2 | $1.46M | Buy |
11,429
+10,503
| +1,134% | +$1.34M | 0.97% | 24 |
|
|
2021
Q1 | $110K | Buy |
+926
| New | +$110K | 0.09% | 201 |
|