Householder Group Estate & Retirement Specialist’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 | $789K | Buy |
6,603
+96
| +1% | +$11.5K | 0.59% | 31 |
|
|
2024
Q3 | $717K | Sell |
6,507
-1,951
| -23% | -$215K | 0.21% | 100 |
|
|
2024
Q2 | $840K | Sell |
8,458
-1,154
| -12% | -$115K | 0.24% | 96 |
|
|
2024
Q1 | $1.02M | Sell |
9,612
-345
| -3% | -$36.5K | 0.3% | 73 |
|
|
2023
Q4 | $954K | Sell |
9,957
-1,109
| -10% | -$106K | 0.31% | 66 |
|
|
2023
Q3 | $929K | Buy |
+11,066
| New | +$929K | 0.34% | 63 |
|
|
2023
Q1 | $938K | Buy |
+11,162
| New | +$938K | 0.36% | 62 |
|
|
2022
Q4 | – | Sell |
-11,633
| Closed | -$942K | – | 582 |
|
|
2022
Q3 | $942K | Sell |
11,633
-186
| -2% | -$15.1K | 0.39% | 57 |
|
|
2022
Q2 | $971K | Sell |
11,819
-53
| -0.4% | -$4.35K | 0.43% | 53 |
|
|
2022
Q1 | $1.3M | Buy |
11,872
+947
| +9% | +$103K | 0.52% | 49 |
|
|
2021
Q4 | $1.34M | Buy |
+10,925
| New | +$1.34M | 0.5% | 53 |
|