Twin Peaks Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.8M | Sell |
37,326
-1,443
| -4% | -$224K | 1.88% | 15 |
|
|
2025
Q1 | $4.29M | Sell |
38,769
-1,323
| -3% | -$146K | 1.95% | 17 |
|
|
2024
Q4 | $4.79M | Sell |
40,092
-1,937
| -5% | -$231K | 2.02% | 16 |
|
|
2024
Q3 | $4.63M | Sell |
42,029
-1,264
| -3% | -$139K | 2.14% | 14 |
|
|
2024
Q2 | $4.3M | Sell |
43,293
-914
| -2% | -$90.8K | 2.15% | 15 |
|
|
2024
Q1 | $4.68M | Sell |
44,207
-2,718
| -6% | -$288K | 2.6% | 12 |
|
|
2023
Q4 | $4.5M | Buy |
+46,925
| New | +$4.5M | 2.87% | 9 |
|