Tcfg Wealth Management, LLC First Trust Us Equity Opportun Transaction History
Tcfg Wealth Management, LLC
- $221 Billion
- Q2 2025
A detailed history of Tcfg Wealth Management, LLC transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 3,472 shares of FPX stock, worth $581,733. This represents 0.23% of its overall portfolio holdings.
Number of Shares
3,472
Previous 3,559
2.44%
Holding current value
$581,733
Previous $398 Million
26.51%
% of portfolio
0.23%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding FPX
# of Institutions
197Shares Held
3.41MCall Options Held
1.5KPut Options Held
0-
Morgan Stanley New York, NY580KShares$97.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC470KShares$78.8 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA314KShares$52.6 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL146KShares$24.4 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC113KShares$19 Million0.0% of portfolio