Insigneo Advisory Services’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 | $229K | Buy |
+1,577
| New | +$229K | 0.02% | 533 |
|
|
2025
Q1 | – | Sell |
-1,813
| Closed | -$217K | – | 659 |
|
|
2024
Q4 | $217K | Sell |
1,813
-3,610
| -67% | -$431K | 0.02% | 509 |
|
|
2024
Q3 | $598K | Sell |
5,423
-1,113
| -17% | -$123K | 0.06% | 276 |
|
|
2024
Q2 | $603K | Sell |
6,536
-1,303
| -17% | -$120K | 0.07% | 253 |
|
|
2024
Q1 | $829K | Sell |
7,839
-1,600
| -17% | -$169K | 0.1% | 186 |
|
|
2023
Q4 | $905K | Sell |
9,439
-264
| -3% | -$25.3K | 0.13% | 155 |
|
|
2023
Q3 | $815K | Sell |
9,703
-58
| -0.6% | -$4.87K | 0.17% | 127 |
|
|
2023
Q2 | $861K | Buy |
9,761
+4,976
| +104% | +$439K | 0.17% | 127 |
|
|
2023
Q1 | $402K | Sell |
4,785
-266
| -5% | -$22.4K | 0.13% | 171 |
|
|
2022
Q4 | $397K | Buy |
+5,051
| New | +$397K | 0.15% | 151 |
|