Vest Gen Advisors, LLC First Trust Us Equity Opportun Transaction History
Vest Gen Advisors, LLC
- $3 Trillion
- Q3 2025
A detailed history of Vest Gen Advisors, LLC transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Vest Gen Advisors, LLC holds 5,818 shares of FPX stock, worth $914,647. This represents 0.03% of its overall portfolio holdings.
Number of Shares
5,818
Previous 5,681
2.41%
Holding current value
$914,647
Previous $823 Million
17.43%
% of portfolio
0.03%
Previous 0.03%
Shares
3 transactions
Others Institutions Holding FPX
# of Institutions
221Shares Held
3.67MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY660KShares$104 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC486KShares$76.4 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA329KShares$51.7 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL157KShares$24.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC113KShares$17.8 Million0.0% of portfolio