Hibernia Wealth Partners’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 | |
---|---|---|---|---|---|---|---|---|
2024
Q4 | – | Sell |
-4,547
| Closed | -$501K | – | 79 |
|
2024
Q3 | $501K | Buy |
+4,547
| New | +$501K | 0.15% | 61 |
|
2024
Q2 | – | Sell |
-6,047
| Closed | -$640K | – | 99 |
|
2024
Q1 | $640K | Sell |
6,047
-108
| -2% | -$11.4K | 0.43% | 31 |
|
2023
Q4 | $590K | Sell |
6,155
-3,778
| -38% | -$362K | 0.44% | 29 |
|
2023
Q3 | $834K | Buy |
+9,933
| New | +$834K | 0.65% | 22 |
|