A detailed history of Accel Wealth Management transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Accel Wealth Management holds 3,509 shares of FPX stock, worth $384,481. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,509
Previous 4,187 16.19%
Holding current value
$384,481
Previous $442,000 21.27%
% of portfolio
0.14%
Previous 0.19%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

SELL
$95.7 - $105.15 $64,884 - $71,291
-678 Reduced 16.19%
3,509 $348,000
Q1 2024

Apr 19, 2024

SELL
$90.56 - $106.61 $26,081 - $30,703
-288 Reduced 6.44%
4,187 $442,000
Q4 2023

Jan 18, 2024

SELL
$76.32 - $97.15 $763 - $971
-10 Reduced 0.22%
4,475 $429,000
Q3 2023

Oct 19, 2023

SELL
$81.38 - $95.44 $94,889 - $111,283
-1,166 Reduced 20.63%
4,485 $376,000
Q2 2023

Jul 24, 2023

SELL
$79.22 - $88.8 $210,487 - $235,941
-2,657 Reduced 31.98%
5,651 $498,000
Q1 2023

Apr 20, 2023

SELL
$76.89 - $87.96 $61,435 - $70,280
-799 Reduced 8.77%
8,308 $698,000
Q4 2022

Jan 26, 2023

SELL
$77.07 - $87.65 $332,017 - $377,596
-4,308 Reduced 32.11%
9,107 $0
Q3 2022

Oct 12, 2022

BUY
$80.29 - $94.86 $12,204 - $14,418
152 Added 1.15%
13,415 $1.16 Million
Q2 2022

Aug 03, 2022

SELL
$79.92 - $110.92 $9,030 - $12,533
-113 Reduced 0.84%
13,263 $1.11 Million
Q1 2022

Apr 29, 2022

SELL
$95.18 - $121.69 $154,572 - $197,624
-1,624 Reduced 10.83%
13,376 $1.47 Million
Q4 2021

Jan 18, 2022

BUY
$116.17 - $136.03 $263,241 - $308,243
2,266 Added 17.79%
15,000 $1.84 Million
Q3 2021

Nov 04, 2021

BUY
$120.0 - $131.29 $156,600 - $171,333
1,305 Added 11.42%
12,734 $1.57 Million
Q2 2021

Aug 03, 2021

BUY
$110.48 - $128.38 $1.16 Million - $1.35 Million
10,503 Added 1134.23%
11,429 $1.46 Million
Q1 2021

May 10, 2021

BUY
$115.9 - $135.98 $107,323 - $125,917
926 New
926 $110,000

Others Institutions Holding FPX

About FIRST TRUST US EQUITY OPPORTUN


  • Ticker FPX
  • Sector ETFs
  • Industry ETFs
More about FPX
Track This Portfolio

Track Accel Wealth Management Portfolio

Follow Accel Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Accel Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Accel Wealth Management with notifications on news.