J.P. Morgan Private Wealth Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $208K | Sell |
2,482
-9,829
| -80% | -$826K | ﹤0.01% | 1619 |
|
|
2023
Q2 | $1.09M | Sell |
12,311
-4,433
| -26% | -$391K | 0.01% | 740 |
|
|
2023
Q1 | $1.41M | Sell |
16,744
-2,143
| -11% | -$180K | ﹤0.01% | 1014 |
|
|
2022
Q4 | $1.49M | Sell |
18,887
-4,029
| -18% | -$317K | ﹤0.01% | 958 |
|
|
2022
Q3 | $1.86M | Sell |
22,916
-1,651
| -7% | -$134K | ﹤0.01% | 868 |
|
|
2022
Q2 | $2.02M | Sell |
24,567
-5,089
| -17% | -$418K | 0.01% | 848 |
|
|
2022
Q1 | $3.24M | Sell |
29,656
-9,881
| -25% | -$1.08M | 0.01% | 738 |
|
|
2021
Q4 | $4.84M | Sell |
39,537
-1,546
| -4% | -$189K | 0.01% | 618 |
|
|
2021
Q3 | $5.07M | Sell |
41,083
-158
| -0.4% | -$19.5K | 0.01% | 591 |
|
|
2021
Q2 | $5.26M | Buy |
41,241
+2,883
| +8% | +$367K | 0.01% | 582 |
|
|
2021
Q1 | $4.57M | Buy |
38,358
+4,241
| +12% | +$505K | 0.01% | 528 |
|
|
2020
Q4 | $4.04M | Sell |
34,117
-2,676
| -7% | -$317K | 0.01% | 541 |
|
|
2020
Q3 | $3.56M | Sell |
36,793
-2,136
| -5% | -$206K | 0.01% | 512 |
|
|
2020
Q2 | $3.26M | Sell |
38,929
-124
| -0.3% | -$10.4K | 0.01% | 464 |
|
|
2020
Q1 | $2.46M | Sell |
39,053
-43,919
| -53% | -$2.77M | 0.01% | 489 |
|
|
2019
Q4 | $6.67M | Sell |
82,972
-3,483
| -4% | -$280K | 0.03% | 368 |
|
|
2019
Q3 | $6.56M | Buy |
86,455
+3,870
| +5% | +$293K | 0.03% | 353 |
|
|
2019
Q2 | $6.44M | Buy |
82,585
+3,464
| +4% | +$270K | 0.04% | 338 |
|
|
2019
Q1 | $5.93M | Buy |
79,121
+12,941
| +20% | +$969K | 0.03% | 374 |
|
|
2018
Q4 | $4.11M | Buy |
+66,180
| New | +$4.11M | 0.03% | 404 |
|