Triton 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-4,001
| Closed | -$368K | – | 76 |
|
|
2023
Q2 | $368K | Sell |
4,001
-67
| -2% | -$6.16K | 0.21% | 48 |
|
|
2023
Q1 | $352K | Sell |
4,068
-684
| -14% | -$59.1K | 0.22% | 45 |
|
|
2022
Q4 | $391K | Sell |
4,752
-288
| -6% | -$23.7K | 0.24% | 43 |
|
|
2022
Q3 | $433K | Sell |
5,040
-120
| -2% | -$10.3K | 0.26% | 39 |
|
|
2022
Q2 | $467K | Sell |
5,160
-682
| -12% | -$61.7K | 0.33% | 39 |
|
|
2022
Q1 | $607K | Hold |
5,842
| – | – | 0.31% | 38 |
|
|
2021
Q4 | $607K | Sell |
5,842
-416
| -7% | -$43.2K | 0.31% | 38 |
|
|
2021
Q3 | $818K | Sell |
6,258
-233
| -4% | -$30.5K | 0.39% | 36 |
|
|
2021
Q2 | $831K | Sell |
6,491
-15,417
| -70% | -$1.97M | 0.47% | 28 |
|
|
2021
Q1 | $2.66M | Buy |
+21,908
| New | +$2.66M | 1.81% | 9 |
|