BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,229
| Closed | -$100K | – | 1068 |
|
|
2022
Q3 | $100K | Buy |
+1,229
| New | +$100K | 0.01% | 286 |
|
|
2022
Q2 | – | Sell |
-1,229
| Closed | -$134K | – | 998 |
|
|
2022
Q1 | $134K | Hold |
1,229
| – | – | 0.01% | 281 |
|
|
2021
Q4 | $151K | Hold |
1,229
| – | – | 0.02% | 286 |
|
|
2021
Q3 | $152K | Hold |
1,229
| – | – | 0.02% | 271 |
|
|
2021
Q2 | $157K | Hold |
1,229
| – | – | 0.02% | 268 |
|
|
2021
Q1 | $146K | Buy |
+1,229
| New | +$146K | 0.02% | 264 |
|