BFG
Barber Financial Group’s First Trust US Equity Opportunities ETF FPX Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | – | Sell |
-10,639
| Closed | -$855K | – | 125 |
|
2019
Q4 | $855K | Sell |
10,639
-65
| -0.6% | -$5.22K | 0.17% | 67 |
|
2019
Q3 | $812K | Buy |
10,704
+442
| +4% | +$33.5K | 0.17% | 68 |
|
2019
Q2 | $800K | Buy |
10,262
+1,163
| +13% | +$90.7K | 0.19% | 66 |
|
2019
Q1 | $681K | Buy |
9,099
+1,434
| +19% | +$107K | 0.13% | 69 |
|
2018
Q4 | $476K | Sell |
7,665
-1,058
| -12% | -$65.7K | 0.1% | 80 |
|
2018
Q3 | $648K | Buy |
8,723
+1,003
| +13% | +$74.5K | 0.16% | 67 |
|
2018
Q2 | $551K | Buy |
7,720
+33
| +0.4% | +$2.36K | 0.16% | 72 |
|
2018
Q1 | $527K | Buy |
7,687
+1,412
| +23% | +$96.8K | 0.14% | 77 |
|
2017
Q4 | $428K | Buy |
+6,275
| New | +$428K | 0.11% | 75 |
|