Wealthspire Advisors (Maryland)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q3 | – | Sell |
-221
| Closed | -$16K | – | 2422 |
|
|
2018
Q2 | $16K | Hold |
221
| – | – | ﹤0.01% | 1392 |
|
|
2018
Q1 | $15K | Hold |
221
| – | – | ﹤0.01% | 1397 |
|
|
2017
Q4 | $15K | Hold |
221
| – | – | ﹤0.01% | 1425 |
|
|
2017
Q3 | $14K | Hold |
221
| – | – | ﹤0.01% | 1434 |
|
|
2017
Q2 | $13K | Hold |
221
| – | – | ﹤0.01% | 1432 |
|
|
2017
Q1 | $13K | Hold |
221
| – | – | ﹤0.01% | 1236 |
|
|
2016
Q4 | $12K | Buy |
+221
| New | +$12K | ﹤0.01% | 1160 |
|