Carson Wealth (CWM LLC)’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
Q3 | $364K | Buy |
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|
2025
Q2 | $317K | Sell |
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|
2025
Q1 | $245K | Sell |
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|
2024
Q4 | $327K | Sell |
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|
2024
Q3 | $336K | Sell |
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|
2024
Q2 | $341K | Sell |
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|
2024
Q1 | $374K | Sell |
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|
2023
Q4 | $341K | Sell |
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|
2023
Q3 | $432K | Sell |
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|
2023
Q2 | $464K | Sell |
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|
2023
Q1 | $708K | Buy |
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|
2022
Q4 | $216K | Sell |
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|
2022
Q3 | $233K | Hold |
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|
2022
Q2 | $236K | Sell |
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|
2022
Q1 | $330K | Sell |
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|
2021
Q4 | $390K | Buy |
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|
2021
Q2 | $347K | Hold |
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|
2021
Q1 | $347K | Hold |
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|
2020
Q4 | $347K | Hold |
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|
2020
Q3 | $347K | Hold |
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|
2020
Q2 | $347K | Hold |
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|
2020
Q1 | $347K | Hold |
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|
2019
Q4 | $347K | Hold |
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|
2019
Q3 | $347K | Hold |
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|
2019
Q2 | $347K | Hold |
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|
2019
Q1 | $347K | Buy |
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|
2018
Q4 | $19K | Buy |
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|
2018
Q3 | $19K | Hold |
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|
2018
Q2 | $18K | Buy |
|