Carolinas Wealth Consulting’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 | – | Sell |
-104
| Closed | -$11.6K | – | 336 |
|
|
2025
Q1 | $11.6K | Hold |
104
| – | – | ﹤0.01% | 514 |
|
|
2024
Q4 | $12.4K | Hold |
104
| – | – | ﹤0.01% | 525 |
|
|
2024
Q3 | $11.5K | Hold |
104
| – | – | ﹤0.01% | 547 |
|
|
2024
Q2 | $10.3K | Hold |
104
| – | – | ﹤0.01% | 554 |
|
|
2024
Q1 | $11K | Hold |
104
| – | – | ﹤0.01% | 547 |
|
|
2023
Q4 | $9.97K | Hold |
104
| – | – | ﹤0.01% | 542 |
|
|
2023
Q3 | $8K | Hold |
104
| – | – | ﹤0.01% | 546 |
|
|
2023
Q2 | $9.17K | Hold |
104
| – | – | ﹤0.01% | 602 |
|
|
2023
Q1 | $8.74K | Hold |
104
| – | – | ﹤0.01% | 625 |
|
|
2022
Q4 | $8.18K | Hold |
104
| – | – | ﹤0.01% | 643 |
|
|
2022
Q3 | $8K | Hold |
104
| – | – | ﹤0.01% | 596 |
|
|
2022
Q2 | $9K | Hold |
104
| – | – | ﹤0.01% | 587 |
|
|
2022
Q1 | $11K | Hold |
104
| – | – | ﹤0.01% | 596 |
|
|
2021
Q4 | $13K | Hold |
104
| – | – | ﹤0.01% | 578 |
|
|
2021
Q3 | $13K | Hold |
104
| – | – | ﹤0.01% | 552 |
|
|
2021
Q2 | $13K | Hold |
104
| – | – | ﹤0.01% | 575 |
|
|
2021
Q1 | $12K | Hold |
104
| – | – | ﹤0.01% | 598 |
|
|
2020
Q4 | $12K | Hold |
104
| – | – | ﹤0.01% | 552 |
|
|
2020
Q3 | $10K | Hold |
104
| – | – | ﹤0.01% | 479 |
|
|
2020
Q2 | $9K | Buy |
+104
| New | +$9K | ﹤0.01% | 352 |
|