Pinnacle Family Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,823
| Closed | -$457K | – | 110 |
|
|
2024
Q4 | $457K | Buy |
+3,823
| New | +$457K | 0.22% | 73 |
|
|
2024
Q2 | – | Sell |
-6,836
| Closed | -$723K | – | 114 |
|
|
2024
Q1 | $723K | Buy |
+6,836
| New | +$723K | 0.39% | 42 |
|
|
2022
Q1 | – | Sell |
-1,879
| Closed | -$230K | – | 118 |
|
|
2021
Q4 | $230K | Buy |
1,879
+129
| +7% | +$15.8K | 0.1% | 96 |
|
|
2021
Q3 | $216K | Hold |
1,750
| – | – | 0.1% | 136 |
|
|
2021
Q2 | $223K | Hold |
1,750
| – | – | 0.1% | 120 |
|
|
2021
Q1 | $209K | Hold |
1,750
| – | – | 0.11% | 115 |
|
|
2020
Q4 | $207K | Buy |
+1,750
| New | +$207K | 0.13% | 120 |
|
|
2019
Q4 | – | Sell |
-3,255
| Closed | -$247K | – | 78 |
|
|
2019
Q3 | $247K | Sell |
3,255
-2,475
| -43% | -$188K | 0.22% | 68 |
|
|
2019
Q2 | $446K | Buy |
5,730
+2,483
| +76% | +$193K | 0.37% | 48 |
|
|
2019
Q1 | $243K | Buy |
3,247
+1
| +0% | +$75 | 0.22% | 66 |
|
|
2018
Q4 | $201K | Buy |
+3,246
| New | +$201K | 0.14% | 60 |
|