Plante Moran Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-211
| Closed | -$17.7K | – | 835 |
|
|
2023
Q1 | $17.7K | Buy |
+211
| New | +$17.7K | ﹤0.01% | 469 |
|
|
2020
Q1 | – | Sell |
-33
| Closed | -$3K | – | 772 |
|
|
2019
Q4 | $3K | Buy |
+33
| New | +$3K | ﹤0.01% | 657 |
|
|
2017
Q2 | – | Sell |
-70
| Closed | -$4K | – | 856 |
|
|
2017
Q1 | $4K | Buy |
+70
| New | +$4K | ﹤0.01% | 723 |
|