Smith Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $358K | Hold |
3,708
| – | – | 0.22% | 62 |
|
|
2020
Q2 | $311K | Buy |
3,708
+150
| +4% | +$12.6K | 0.2% | 64 |
|
|
2020
Q1 | $224K | Hold |
3,558
| – | – | 0.17% | 69 |
|
|
2019
Q4 | $286K | Hold |
3,558
| – | – | 0.18% | 69 |
|
|
2019
Q3 | $270K | Hold |
3,558
| – | – | 0.2% | 72 |
|
|
2019
Q2 | $277K | Hold |
3,558
| – | – | 0.2% | 70 |
|
|
2019
Q1 | $266K | Buy |
3,558
+15
| +0.4% | +$1.12K | 0.21% | 69 |
|
|
2018
Q4 | $220K | Buy |
+3,543
| New | +$220K | 0.18% | 71 |
|