BAWC
Boyce & Associates Wealth Consulting’s First Trust US Equity Opportunities ETF FPX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $513K | Buy |
3,538
+26
| +0.7% | +$3.77K | 0.47% | 42 |
|
|
2025
Q1 | $392K | Sell |
3,512
-53
| -1% | -$5.92K | 0.39% | 45 |
|
|
2024
Q4 | $426K | Hold |
3,565
| – | – | 0.43% | 48 |
|
|
2024
Q3 | $393K | Hold |
3,565
| – | – | 0.41% | 43 |
|
|
2024
Q2 | $354K | Hold |
3,565
| – | – | 0.42% | 44 |
|
|
2024
Q1 | $377K | Buy |
3,565
+1
| +0% | +$106 | 0.49% | 38 |
|
|
2023
Q4 | $342K | Hold |
3,564
| – | – | 0.5% | 36 |
|
|
2023
Q3 | $299K | Hold |
3,564
| – | – | 0.5% | 35 |
|
|
2023
Q2 | $314K | Hold |
3,564
| – | – | 0.53% | 33 |
|
|
2023
Q1 | $289K | Buy |
3,564
+2
| +0.1% | +$162 | 0.52% | 38 |
|
|
2022
Q4 | $280K | Sell |
3,562
-74
| -2% | -$5.82K | 0.54% | 32 |
|
|
2022
Q3 | $295K | Buy |
3,636
+1
| +0% | +$81 | 0.61% | 30 |
|
|
2022
Q2 | $299K | Hold |
3,635
| – | – | 0.54% | 33 |
|
|
2022
Q1 | $397K | Buy |
+3,635
| New | +$397K | 0.59% | 32 |
|