National Wealth Management 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
Q3
Sell
-2,981
Closed -$245K 134
2022
Q2
$245K Sell
2,981
-361
-11% -$29.7K 0.31% 88
2022
Q1
$365K Sell
3,342
-4,647
-58% -$507K 0.35% 71
2021
Q4
$979K Buy
+7,989
New +$979K 0.92% 30