Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
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|
2017
Q1 | $259K | Hold |
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|
2016
Q4 | $259K | Hold |
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|
2016
Q3 | $259K | Hold |
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|
2016
Q2 | $240K | Sell |
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|
2016
Q1 | $290K | Sell |
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|
2015
Q4 | $333K | Hold |
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|
2015
Q3 | $317K | Sell |
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|
2015
Q2 | $492K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $353K | Buy |
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|
2014
Q3 | $267K | Sell |
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|
2014
Q2 | $1.1M | Buy |
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|
2014
Q1 | $1.02M | Buy |
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|
2013
Q4 | $573K | Buy |
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|
2013
Q3 | $462K | Buy |
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|
2013
Q2 | $225K | Buy |
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