WealthPlan Investment 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
Q1
Sell
-2,588
Closed -$222K 479
2022
Q4
$222K Sell
2,588
-44
-2% -$3.77K 0.02% 362
2022
Q3
$218K Buy
+2,632
New +$218K 0.02% 342
2022
Q1
$265K Buy
+2,754
New +$265K 0.02% 336