Appleton Partners’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 | $249K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $205K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $213K | Hold |
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|
2023
Q1 | $203K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $203K | Hold |
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|
2022
Q1 | $270K | Hold |
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|
2021
Q4 | $303K | Hold |
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|
2021
Q3 | $305K | Sell |
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|
2021
Q2 | $465K | Sell |
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|
2021
Q1 | $454K | Hold |
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|
2020
Q4 | $451K | Sell |
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|
2020
Q3 | $371K | Hold |
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|
2020
Q2 | $322K | Sell |
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|
2020
Q1 | $317K | Hold |
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|
2019
Q4 | $404K | Hold |
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|
2019
Q3 | $381K | Sell |
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|
2019
Q2 | $438K | Hold |
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|
2019
Q1 | $421K | Sell |
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|
2018
Q4 | $356K | Hold |
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|
2018
Q3 | $426K | Hold |
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|
2018
Q2 | $410K | Hold |
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|
2018
Q1 | $393K | Hold |
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|
2017
Q4 | $392K | Hold |
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|
2017
Q3 | $366K | Hold |
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|
2017
Q2 | $343K | Hold |
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|
2017
Q1 | $329K | Buy |
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