Executive Wealth Management’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
2019
Q3
Sell
-2,908
Closed -$227K 364
2019
Q2
$227K Sell
2,908
-168
-5% -$13.1K 0.03% 148
2019
Q1
$230K Sell
3,076
-587
-16% -$43.9K 0.04% 137
2018
Q4
$227K Buy
+3,663
New +$227K 0.04% 139