Kowal Investment Group’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
2022
Q1
Sell
-1,870
Closed -$229K 131
2021
Q4
$229K Sell
1,870
-627
-25% -$76.8K 0.07% 102
2021
Q3
$308K Sell
2,497
-199
-7% -$24.5K 0.1% 73
2021
Q2
$344K Buy
2,696
+389
+17% +$49.6K 0.12% 69
2021
Q1
$275K Buy
+2,307
New +$275K 0.11% 74