Ethos Financial Group, LLC First Trust Us Equity Opportun Transaction History

Ethos Financial Group, LLC

$665 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	BUY	$81.38 - $95.44 $6.15 Million - $7.22 Million	75,624 New	75,624 $6.35 Million

Others Institutions Holding FPX

# of Institutions

191

Shares Held

3.29M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

558K
Shares

$75.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

292K
Shares

$39.7 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

261K
Shares

$35.5 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

129K
Shares

$17.5 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

119K
Shares

$16.1 Million
0.01% of portfolio

About FIRST TRUST US EQUITY OPPORTUN

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