Meitav Investment House’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,364
| Closed | -$230K | – | 264 |
|
|
2023
Q4 | $230K | Buy |
+2,364
| New | +$230K | ﹤0.01% | 317 |
|
|
2023
Q3 | – | Sell |
-684
| Closed | -$59.5K | – | 400 |
|
|
2023
Q2 | $59.5K | Buy |
+684
| New | +$59.5K | ﹤0.01% | 424 |
|
|
2022
Q1 | – | Sell |
-1,664
| Closed | -$204K | – | 392 |
|
|
2021
Q4 | $204K | Buy |
+1,664
| New | +$204K | ﹤0.01% | 372 |
|
|
2021
Q1 | – | Sell |
-3,970
| Closed | -$470K | – | 412 |
|
|
2020
Q4 | $470K | Buy |
+3,970
| New | +$470K | 0.02% | 279 |
|
|
2020
Q2 | – | Sell |
-4,992
| Closed | -$315K | – | 404 |
|
|
2020
Q1 | $315K | Buy |
+4,992
| New | +$315K | 0.02% | 279 |
|
|
2019
Q4 | – | Sell |
-3,810
| Closed | -$291K | – | 442 |
|
|
2019
Q3 | $291K | Buy |
+3,810
| New | +$291K | 0.02% | 344 |
|
|
2019
Q2 | – | Sell |
-4,030
| Closed | -$302K | – | 449 |
|
|
2019
Q1 | $302K | Buy |
+4,030
| New | +$302K | 0.02% | 312 |
|
|
2018
Q2 | – | Sell |
-306,849
| Closed | -$37M | – | 434 |
|
|
2018
Q1 | $37M | Buy |
306,849
+18,222
| +6% | +$2.2M | 1.88% | 14 |
|
|
2017
Q4 | $31.7M | Buy |
+288,627
| New | +$31.7M | 1.85% | 15 |
|