PCG Wealth Advisors’s First Trust US Equity Opportunities ETF FPX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
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|
2025
Q1 | $905K | Sell |
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|
2024
Q4 | $970K | Sell |
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|
2024
Q3 | $898K | Sell |
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|
2024
Q2 | $815K | Sell |
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|
2024
Q1 | $870K | Sell |
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|
2023
Q4 | $895K | Sell |
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|
2023
Q3 | $829K | Sell |
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|
2023
Q2 | $914K | Sell |
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|
2023
Q1 | $1M | Sell |
|
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|
2022
Q4 | $1.12M | Sell |
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|
2022
Q3 | $2.95M | Buy |
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|
2022
Q2 | $1.6M | Sell |
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|
2022
Q1 | $2.2M | Sell |
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|
2021
Q4 | $4.32M | Buy |
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