Concentrum Wealth Management’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 | $798K | Hold |
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|
2025
Q1 | $615K | Sell |
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|
2024
Q4 | $718K | Sell |
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|
2024
Q3 | $684K | Sell |
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|
2024
Q2 | $636K | Sell |
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|
2024
Q1 | $699K | Sell |
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|
2023
Q4 | $670K | Sell |
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|
2023
Q3 | $604K | Hold |
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|
2023
Q2 | $634K | Hold |
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|
2023
Q1 | $604K | Hold |
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|
2022
Q4 | $565K | Sell |
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|
2022
Q3 | $599K | Sell |
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|
2022
Q2 | $623K | Hold |
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|
2022
Q1 | $828K | Sell |
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|
2021
Q4 | $942K | Sell |
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|
2021
Q3 | $973K | Sell |
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|
2021
Q2 | $1.03M | Hold |
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|
2021
Q1 | $964K | Buy |
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|
2020
Q4 | $934K | Buy |
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|
2020
Q3 | $645K | Hold |
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|
2020
Q2 | $559K | Sell |
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|
2020
Q1 | $458K | Sell |
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|
2019
Q4 | $653K | Buy |
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|
2019
Q3 | $616K | Buy |
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|
2019
Q2 | $556K | Buy |
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|
2019
Q1 | $510K | Sell |
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|
2018
Q4 | $470K | Buy |
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