Kapstone Financial Advisors’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 | $234K | Buy |
+1,616
| New | +$234K | 0.12% | 98 |
|
|
2025
Q1 | – | Sell |
-1,616
| Closed | -$209K | – | 115 |
|
|
2024
Q4 | $209K | Buy |
+1,616
| New | +$209K | 0.11% | 100 |
|
|
2023
Q3 | – | Sell |
-2,440
| Closed | -$229K | – | 93 |
|
|
2023
Q2 | $229K | Sell |
2,440
-187
| -7% | -$17.6K | 0.19% | 86 |
|
|
2023
Q1 | $217K | Hold |
2,627
| – | – | 0.2% | 83 |
|
|
2022
Q4 | $231K | Buy |
+2,627
| New | +$231K | 0.21% | 86 |
|