Sowell Financial Services’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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-202
| Closed | -$24K | – | 1307 |
|
|
2021
Q1 | $24K | Buy |
202
+2
| +1% | +$238 | ﹤0.01% | 1976 |
|
|
2020
Q4 | $24K | Hold |
200
| – | – | ﹤0.01% | 1653 |
|
|
2020
Q3 | $19K | Sell |
200
-130
| -39% | -$12.4K | ﹤0.01% | 1578 |
|
|
2020
Q2 | $28K | Buy |
330
+26
| +9% | +$2.21K | ﹤0.01% | 1351 |
|
|
2020
Q1 | $19K | Hold |
304
| – | – | ﹤0.01% | 1411 |
|
|
2019
Q4 | $24K | Sell |
304
-260
| -46% | -$20.5K | ﹤0.01% | 1368 |
|
|
2019
Q3 | $43K | Buy |
+564
| New | +$43K | ﹤0.01% | 1040 |
|
|
2018
Q4 | – | Sell |
-73,859
| Closed | -$4.63M | – | 484 |
|
|
2018
Q3 | $4.63M | Buy |
+73,859
| New | +$4.63M | 0.67% | 30 |
|