WealthPLAN Partners’s First Trust US Equity Opportunities ETF FPX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$205K Buy
2023
Q3
Sell
2023
Q2
$113K Sell
2023
Q1
$219K Buy
2022
Q4
$224K Buy
2022
Q1
$265K Sell
2021
Q4
$351K Buy
2021
Q3
$379K Buy
2021
Q2
$300K Buy
2021
Q1
$227K Buy
2016
Q3
$5.02K Sell
2016
Q2
$23.1K Buy
2015
Q4
$43.8K Buy
2015
Q2
$84K Sell
2015
Q1
$148K Buy