Family Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $337K | Hold |
2,327
| – | – | 0.18% | 72 |
|
|
2025
Q1 | $260K | Hold |
2,327
| – | – | 0.16% | 63 |
|
|
2024
Q4 | $278K | Sell |
2,327
-212
| -8% | -$25.3K | 0.17% | 56 |
|
|
2024
Q3 | $280K | Hold |
2,539
| – | – | 0.18% | 58 |
|
|
2024
Q2 | $252K | Hold |
2,539
| – | – | 0.17% | 59 |
|
|
2024
Q1 | $269K | Sell |
2,539
-26
| -1% | -$2.75K | 0.19% | 57 |
|
|
2023
Q4 | $246K | Sell |
2,565
-236
| -8% | -$22.6K | 0.17% | 56 |
|
|
2023
Q3 | $235K | Sell |
2,801
-435
| -13% | -$36.5K | 0.16% | 64 |
|
|
2023
Q2 | $285K | Hold |
3,236
| – | – | 0.18% | 57 |
|
|
2023
Q1 | $272K | Sell |
3,236
-608
| -16% | -$51.1K | 0.12% | 54 |
|
|
2022
Q4 | $302K | Buy |
+3,844
| New | +$302K | 0.2% | 52 |
|