Capital Advisory Group Advisory Services’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
Q2 | $450K | Hold |
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|
2025
Q1 | $347K | Hold |
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|
2024
Q4 | $371K | Sell |
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|
2024
Q3 | $502K | Hold |
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|
2024
Q2 | $453K | Sell |
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|
2024
Q1 | $561K | Sell |
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|
2023
Q4 | $523K | Sell |
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|
2023
Q3 | $559K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $573K | Sell |
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|
2022
Q4 | $548K | Sell |
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|
2022
Q3 | $572K | Sell |
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|
2022
Q2 | $616K | Sell |
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|
2022
Q1 | $956K | Sell |
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|
2021
Q4 | $1.18M | Sell |
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|
2021
Q3 | $1.2M | Sell |
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|
2021
Q2 | $1.25M | Buy |
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|
2021
Q1 | $1.11M | Buy |
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|
2020
Q4 | $1.1M | Hold |
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|
2020
Q3 | $898K | Hold |
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|
2020
Q2 | $779K | Hold |
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|
2020
Q1 | $587K | Sell |
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|
2019
Q4 | $1.11M | Buy |
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|
2019
Q3 | $1.04M | Sell |
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|
2019
Q2 | $1.18M | Sell |
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|
2019
Q1 | $1.13M | Sell |
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|
2018
Q4 | $1.05M | Sell |
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|
2018
Q3 | $1.26M | Sell |
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|
2018
Q2 | $1.25M | Sell |
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|
2018
Q1 | $1.22M | Buy |
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