LWA
Lowe 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 | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q1 | – | Sell |
-19,874
| Closed | -$1.02M | – | 220 |
|
|
2015
Q4 | $1.02M | Sell |
19,874
-568
| -3% | -$29K | 0.69% | 22 |
|
|
2015
Q3 | $995K | Sell |
20,442
-56,485
| -73% | -$2.75M | 0.75% | 21 |
|
|
2015
Q2 | $4.2M | Buy |
76,927
+648
| +0.8% | +$35.3K | 2.84% | 12 |
|
|
2015
Q1 | $4.11M | Buy |
76,279
+845
| +1% | +$45.5K | 2.79% | 12 |
|
|
2014
Q4 | $3.79M | Buy |
+75,434
| New | +$3.79M | 2.71% | 12 |
|