Tyler-Stone 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 | $431K | Buy |
2,973
+1
| +0% | +$145 | 0.07% | 209 |
|
2025
Q1 | $332K | Hold |
2,972
| – | – | 0.06% | 238 |
|
2024
Q4 | $355K | Buy |
2,972
+1
| +0% | +$120 | 0.06% | 232 |
|
2024
Q3 | $327K | Buy |
2,971
+1,485
| +100% | +$164K | 0.06% | 235 |
|
2024
Q2 | $148K | Hold |
1,486
| – | – | 0.06% | 228 |
|
2024
Q1 | $157K | Buy |
1,486
+1
| +0.1% | +$106 | 0.07% | 219 |
|
2023
Q4 | $142K | Hold |
1,485
| – | – | 0.07% | 215 |
|
2023
Q3 | $125K | Hold |
1,485
| – | – | 0.07% | 216 |
|
2023
Q2 | $131K | Buy |
+1,485
| New | +$131K | 0.07% | 214 |
|
2022
Q4 | $117K | Buy |
1,484
+3
| +0.2% | +$237 | 0.08% | 213 |
|
2022
Q3 | $120K | Buy |
1,481
+1
| +0.1% | +$81 | 0.09% | 191 |
|
2022
Q2 | $122K | Buy |
1,480
+1
| +0.1% | +$82 | 0.08% | 207 |
|
2022
Q1 | $161K | Hold |
1,479
| – | – | 0.09% | 199 |
|
2021
Q4 | $181K | Buy |
+1,479
| New | +$181K | 0.1% | 194 |
|