Cascade Investment Advisors’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 | $1.17M | Buy |
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|
2025
Q2 | $984K | Buy |
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|
2025
Q1 | $757K | Buy |
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|
2024
Q4 | $725K | Hold |
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|
2024
Q3 | $668K | Hold |
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|
2024
Q2 | $603K | Buy |
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|
2024
Q1 | $634K | Buy |
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|
2023
Q4 | $565K | Buy |
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|
2023
Q3 | $477K | Sell |
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|
2023
Q2 | $502K | Hold |
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|
2023
Q1 | $479K | Sell |
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|
2022
Q4 | $464K | Hold |
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|
2022
Q3 | $512K | Hold |
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|
2022
Q2 | $484K | Buy |
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|
2022
Q1 | $641K | Buy |
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|
2021
Q4 | $702K | Buy |
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|
2021
Q3 | $674K | Buy |
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|
2021
Q2 | $694K | Buy |
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|
2021
Q1 | $623K | Buy |
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|
2020
Q4 | $509K | Buy |
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|
2020
Q3 | $155K | Buy |
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|
2020
Q2 | $97.4K | Buy |
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|
2020
Q1 | $66.2K | Hold |
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|
2019
Q4 | $84.4K | Hold |
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|
2019
Q3 | $79.6K | Buy |
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|
2019
Q2 | $10.9K | Buy |
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