Eldridge Investment Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-14,154
| Closed | -$1.73M | – | 127 |
|
|
2021
Q4 | $1.73M | Sell |
14,154
-1,928
| -12% | -$236K | 0.57% | 32 |
|
|
2021
Q3 | $1.98M | Sell |
16,082
-1,361
| -8% | -$168K | 0.71% | 28 |
|
|
2021
Q2 | $2.22M | Buy |
17,443
+10,552
| +153% | +$1.34M | 0.8% | 25 |
|
|
2021
Q1 | $821K | Buy |
6,891
+18
| +0.3% | +$2.15K | 0.32% | 48 |
|
|
2020
Q4 | $813K | Buy |
6,873
+421
| +7% | +$49.8K | 0.34% | 45 |
|
|
2020
Q3 | $624K | Sell |
6,452
-133
| -2% | -$12.9K | 0.29% | 46 |
|
|
2020
Q2 | $552K | Sell |
6,585
-540
| -8% | -$45.3K | 0.27% | 53 |
|
|
2020
Q1 | $449K | Buy |
7,125
+543
| +8% | +$34.2K | 0.26% | 55 |
|
|
2019
Q4 | $529K | Sell |
6,582
-397
| -6% | -$31.9K | 0.26% | 59 |
|
|
2019
Q3 | $529K | Buy |
+6,979
| New | +$529K | 0.27% | 52 |
|