AE Wealth Management’s First Trust US Equity Opportunities ETF FPX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.13M | Buy |
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|
2025
Q1 | $294K | Sell |
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|
2024
Q4 | $2.21M | Sell |
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|
2024
Q3 | $3.11M | Buy |
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|
2024
Q2 | $231K | Sell |
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|
2024
Q1 | $274K | Sell |
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|
2023
Q4 | $1.61M | Sell |
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|
2023
Q3 | $2.02M | Buy |
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|
2023
Q2 | $1.64M | Buy |
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|
2023
Q1 | $566K | Buy |
|
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|
2022
Q4 | $288K | Sell |
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|
2022
Q3 | $333K | Sell |
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|
2022
Q2 | $438K | Sell |
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|
2022
Q1 | $827K | Buy |
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|
2021
Q4 | $745K | Sell |
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|
2021
Q3 | $7.01M | Sell |
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|
2021
Q2 | $46.7M | Buy |
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|
2021
Q1 | $244K | Sell |
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|
2020
Q4 | $26.6M | Buy |
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|
2020
Q3 | $20.1M | Buy |
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|
2020
Q2 | $1.17M | Buy |
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