Spire Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $92.5K | Hold |
638
| – | – | ﹤0.01% | 1001 |
|
|
2025
Q1 | $71.3K | Hold |
638
| – | – | ﹤0.01% | 1161 |
|
|
2024
Q4 | $76.2K | Hold |
638
| – | – | ﹤0.01% | 1135 |
|
|
2024
Q3 | $70.3K | Hold |
638
| – | – | ﹤0.01% | 1029 |
|
|
2024
Q2 | $63.4K | Hold |
638
| – | – | ﹤0.01% | 1036 |
|
|
2024
Q1 | $67.5K | Hold |
638
| – | – | ﹤0.01% | 1116 |
|
|
2023
Q4 | $59.7K | Hold |
638
| – | – | ﹤0.01% | 1152 |
|
|
2023
Q3 | $53.6K | Hold |
638
| – | – | ﹤0.01% | 1159 |
|
|
2023
Q2 | $56.3K | Sell |
638
-487
| -43% | -$42.9K | ﹤0.01% | 1151 |
|
|
2023
Q1 | $94.5K | Buy |
1,125
+122
| +12% | +$10.3K | ﹤0.01% | 991 |
|
|
2022
Q4 | $79K | Buy |
1,003
+77
| +8% | +$6.07K | ﹤0.01% | 825 |
|
|
2022
Q3 | $75K | Sell |
926
-226
| -20% | -$18.3K | ﹤0.01% | 806 |
|
|
2022
Q2 | $95K | Sell |
1,152
-4,653
| -80% | -$384K | ﹤0.01% | 1053 |
|
|
2022
Q1 | $633K | Sell |
5,805
-220
| -4% | -$24K | 0.02% | 505 |
|
|
2021
Q4 | $738K | Sell |
6,025
-1,246
| -17% | -$153K | 0.02% | 573 |
|
|
2021
Q3 | $897K | Sell |
7,271
-908
| -11% | -$112K | 0.02% | 436 |
|
|
2021
Q2 | $1.04M | Buy |
8,179
+1,365
| +20% | +$174K | 0.03% | 412 |
|
|
2021
Q1 | $812K | Buy |
+6,814
| New | +$812K | 0.02% | 512 |
|