Altus Wealth Group’s First Trust US Equity Opportunities ETF FPX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-3,899
| Closed | -$307K | – | 138 |
|
|
2022
Q4 | $307K | Sell |
3,899
-6,228
| -61% | -$490K | 0.23% | 100 |
|
|
2022
Q3 | $1.25M | Hold |
10,127
| – | – | 1.24% | 19 |
|
|
2022
Q2 | $1.25M | Sell |
10,127
-149
| -1% | -$18.4K | 1.24% | 19 |
|
|
2022
Q1 | $1.12M | Buy |
10,276
+283
| +3% | +$30.9K | 0.92% | 24 |
|
|
2021
Q4 | $1.22M | Sell |
9,993
-134
| -1% | -$16.4K | 1.01% | 21 |
|
|
2021
Q3 | $1.25M | Buy |
10,127
+8
| +0.1% | +$987 | 1.24% | 19 |
|
|
2021
Q2 | $1.29M | Sell |
10,119
-76
| -0.7% | -$9.69K | 1.26% | 19 |
|
|
2021
Q1 | $1.23M | Buy |
10,195
+913
| +10% | +$110K | 1.22% | 19 |
|
|
2020
Q4 | $1.1M | Buy |
+9,282
| New | +$1.1M | 1.05% | 17 |
|