Montz Harcus Wealth Management’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 Q4	–	Sell	-5,648	Closed	-$458K	–	54
2022 Q3	$458K	Buy	5,648 +9	+0.2%	+$730	0.5%	25
2022 Q2	$463K	Buy	5,639 +11	+0.2%	+$903	0.49%	25
2022 Q1	$614K	Buy	5,628 +3	+0.1%	+$327	0.55%	25
2021 Q4	$689K	Buy	+5,625	New	+$689K	0.6%	24