Able Wealth Management LLC First Trust Us Equity Opportun Transaction History

Able Wealth Management LLC

$132 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 20, 2024	BUY	$76.32 - $97.15 $59,834 - $76,165	784 New	784 $75.1 Million

Others Institutions Holding FPX

# of Institutions

171

Shares Held

3.13M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

569K
Shares

$69.1 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

336K
Shares

$40.8 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

259K
Shares

$31.5 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

127K
Shares

$15.5 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

115K
Shares

$14 Million
0.03% of portfolio

About FIRST TRUST US EQUITY OPPORTUN

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