Financial Advocates Investment 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,552
| Closed | -$313K | – | 751 |
|
|
2021
Q4 | $313K | Sell |
2,552
-6,291
| -71% | -$772K | 0.02% | 618 |
|
|
2021
Q3 | $1.09M | Buy |
8,843
+5,611
| +174% | +$692K | 0.07% | 290 |
|
|
2021
Q2 | $412K | Sell |
3,232
-916
| -22% | -$117K | 0.03% | 515 |
|
|
2021
Q1 | $494K | Sell |
4,148
-1,666
| -29% | -$198K | 0.04% | 474 |
|
|
2020
Q4 | $688K | Sell |
5,814
-2,256
| -28% | -$267K | 0.05% | 378 |
|
|
2020
Q3 | $780K | Sell |
8,070
-1,135
| -12% | -$110K | 0.07% | 284 |
|
|
2020
Q2 | $771K | Sell |
9,205
-264
| -3% | -$22.1K | 0.07% | 273 |
|
|
2020
Q1 | $597K | Buy |
9,469
+2,146
| +29% | +$135K | 0.09% | 246 |
|
|
2019
Q4 | $588K | Buy |
7,323
+2,007
| +38% | +$161K | 0.06% | 280 |
|
|
2019
Q3 | $403K | Buy |
+5,316
| New | +$403K | 0.05% | 328 |
|
|
2018
Q4 | – | Sell |
-2,987
| Closed | -$222K | – | 451 |
|
|
2018
Q3 | $222K | Buy |
+2,987
| New | +$222K | 0.02% | 458 |
|