Creative Planning’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 | $1.23M | Buy |
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|
2025
Q2 | $1.07M | Buy |
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|
2025
Q1 | $787K | Buy |
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|
2024
Q4 | $805K | Buy |
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|
2024
Q3 | $742K | Sell |
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|
2024
Q2 | $703K | Buy |
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|
2024
Q1 | $436K | Buy |
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|
2023
Q4 | $395K | Hold |
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|
2023
Q3 | $346K | Sell |
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|
2023
Q2 | $400K | Sell |
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|
2023
Q1 | $395K | Sell |
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|
2022
Q4 | $393K | Buy |
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|
2022
Q3 | $375K | Buy |
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|
2022
Q2 | $357K | Buy |
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|
2022
Q1 | $473K | Sell |
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|
2021
Q4 | $564K | Sell |
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|
2021
Q3 | $674K | Sell |
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|
2021
Q2 | $750K | Buy |
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|
2021
Q1 | $673K | Buy |
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|
2020
Q4 | $614K | Buy |
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|
2020
Q3 | $501K | Sell |
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|
2020
Q2 | $590K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $69K | Sell |
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|
2017
Q1 | $69K | Sell |
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|
2016
Q4 | $214K | Buy |
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|
2016
Q3 | $86K | Sell |
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|
2016
Q2 | $105K | Buy |
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|
2016
Q1 | $104K | Sell |
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|
2015
Q4 | $114K | Sell |
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|
2015
Q3 | $127K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $58K | Buy |
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|
2014
Q4 | $37K | Sell |
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|
2014
Q3 | $46K | Buy |
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|
2014
Q2 | $35K | Sell |
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|
2014
Q1 | $94K | Buy |
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|
2013
Q4 | $3K | Buy |
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