B. Riley Wealth Advisors’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
Q3 | $321K | Hold |
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|
2025
Q2 | $280K | Buy |
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|
2024
Q4 | $375K | Sell |
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|
2024
Q3 | $365K | Sell |
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|
2024
Q2 | $342K | Sell |
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|
2024
Q1 | $411K | Buy |
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|
2023
Q4 | $374K | Sell |
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|
2023
Q3 | $411K | Sell |
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|
2023
Q2 | $442K | Buy |
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|
2023
Q1 | $401K | Sell |
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|
2022
Q4 | $378K | Sell |
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|
2022
Q3 | $409K | Sell |
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|
2022
Q2 | $464K | Sell |
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|
2022
Q1 | $947K | Sell |
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|
2021
Q4 | $1.12M | Sell |
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|
2021
Q3 | $1.19M | Buy |
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|
2021
Q2 | $1.21M | Sell |
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|
2021
Q1 | $1.29M | Buy |
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|
2020
Q4 | $541K | Sell |
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|
2020
Q3 | $474K | Sell |
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|
2020
Q2 | $434K | Sell |
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|
2020
Q1 | $370K | Sell |
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|
2019
Q4 | $526K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $224K | Buy |
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|
2018
Q2 | $215K | Sell |
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|
2018
Q1 | $223K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $646K | Sell |
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|
2016
Q2 | $624K | Buy |
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|
2016
Q1 | $560K | Sell |
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|
2015
Q4 | $624K | Sell |
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|
2015
Q3 | $797K | Sell |
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|
2015
Q2 | $960K | Buy |
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|
2015
Q1 | $758K | Sell |
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|
2014
Q4 | $2.9K | Buy |
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|
2014
Q3 | $482K | Sell |
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|
2014
Q2 | $513K | Buy |
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|
2014
Q1 | $440K | Buy |
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