Impact Partnership Wealth’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 | $1.02M | Sell |
7,030
-4,119
| -37% | -$597K | 0.19% | 49 |
|
|
2025
Q1 | $1.25M | Buy |
11,149
+2,399
| +27% | +$268K | 0.27% | 40 |
|
|
2024
Q4 | $1.05M | Buy |
8,750
+2,574
| +42% | +$308K | 0.21% | 54 |
|
|
2024
Q3 | $681K | Buy |
6,176
+1,440
| +30% | +$159K | 0.15% | 78 |
|
|
2024
Q2 | $470K | Buy |
4,736
+149
| +3% | +$14.8K | 0.12% | 111 |
|
|
2024
Q1 | $485K | Buy |
4,587
+87
| +2% | +$9.21K | 0.19% | 77 |
|
|
2023
Q4 | $432K | Sell |
4,500
-11,398
| -72% | -$1.09M | 0.16% | 94 |
|
|
2023
Q3 | $1.34M | Buy |
+15,898
| New | +$1.34M | 0.42% | 29 |
|