Beaird Harris Wealth Management’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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $39.7K | Hold |
274
| – | – | ﹤0.01% | 269 |
|
2025
Q1 | $30.6K | Hold |
274
| – | – | ﹤0.01% | 268 |
|
2024
Q4 | $32.7K | Hold |
274
| – | – | ﹤0.01% | 271 |
|
2024
Q3 | $30.2K | Hold |
274
| – | – | ﹤0.01% | 267 |
|
2024
Q2 | $27.2K | Hold |
274
| – | – | ﹤0.01% | 273 |
|
2024
Q1 | $29K | Hold |
274
| – | – | ﹤0.01% | 244 |
|
2023
Q4 | $26.3K | Hold |
274
| – | – | ﹤0.01% | 241 |
|
2023
Q3 | $23K | Hold |
274
| – | – | ﹤0.01% | 229 |
|
2023
Q2 | $24.2K | Hold |
274
| – | – | ﹤0.01% | 219 |
|
2023
Q1 | $23K | Hold |
274
| – | – | ﹤0.01% | 215 |
|
2022
Q4 | $21.6K | Hold |
274
| – | – | ﹤0.01% | 247 |
|
2022
Q3 | $22K | Hold |
274
| – | – | ﹤0.01% | 227 |
|
2022
Q2 | $23K | Hold |
274
| – | – | 0.01% | 193 |
|
2022
Q1 | $30K | Hold |
274
| – | – | 0.01% | 224 |
|
2021
Q4 | $34K | Buy |
+274
| New | +$34K | 0.01% | 276 |
|