PETERSON WEALTH ADVISORS, LLC – First Trust NASDAQ-100 Equal Weighted Index Fund Transaction History
PETERSON WEALTH ADVISORS, LLC portfolio value:
$299,000
portfolio value
PETERSON WEALTH ADVISORS, LLC quarter portfolio value change:
-4.17%
quarter
First Trust NASDAQ-100 Equal Weighted Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -13K | $83.69 | 3.57K | |
| Q2 2022 | share | Decrease | -4.01% | -149 shares | -87K | $87.33 | 3.57K |
| Q1 2022 | share | Decrease | -3.83% | -148 shares | -59K | $107.28 | 3.71K |
| Q4 2021 | share | 0.00% | 0 shares | 28K | $119.05 | 3.86K | |
| Q3 2021 | share | 0.00% | 0 shares | -4K | $111.25 | 3.86K | |
| Q2 2021 | share | 0.00% | 0 shares | 35K | $112.16 | 3.86K | |
| Q1 2021 | share | 0.00% | 0 shares | 9K | $103.18 | 3.86K | |
| Q4 2020 | share | 0.00% | 0 shares | 56K | $100.7 | 3.86K | |
| Q3 2020 | share | Decrease | -4.59% | -186 shares | 10K | $86.16 | 3.86K |
| Q2 2020 | share | Decrease | -19.30% | -969 shares | 11K | $79.62 | 4.05K |
| Q1 2020 | share | Decrease | -21.14% | -1.34K shares | -157K | $62.02 | 5.02K |
| Q4 2019 | share | Decrease | -17.35% | -1.33K shares | -41K | $73.35 | 6.36K |
| Q3 2019 | share | Decrease | -0.36% | -28 shares | -4K | $65.85 | 7.70K |
| Q2 2019 | share | Decrease | -2.80% | -223 shares | -15K | $66.03 | 7.73K |
| Q1 2019 | share | Decrease | -11.32% | -1.01K shares | 40K | $63.57 | 7.95K |
| Q4 2018 | share | Decrease | -12.16% | -1.24K shares | -160K | $53.99 | 8.97K |
| Q3 2018 | share | Decrease | -1.43% | -148 shares | 23K | $62.75 | 10.21K |
| Q2 2018 | share | Decrease | -9.83% | -1.12K shares | -51K | $59.69 | 10.36K |
| Q1 2018 | share | Decrease | -3.63% | -433 shares | -13K | $58.06 | 11.49K |
| Q4 2017 | share | Increase | 0.00% | 11.92K shares | 691K | $57.01 | 11.92K |