Accel Wealth Management First Trust Us Equity Opportun Transaction History

Accel Wealth Management

  • $328 Million
  • Q3 2025

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 1,408 shares of FPX stock, worth $235,079. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,408
Previous 1,698 17.08%
Holding current value
$235,079
Previous $246,000 5.28%
% of portfolio
0.07%
Previous 0.08%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 07, 2025
SELL
$141.57 - $166.21 $41,055 - $48,200
-290 Reduced 17.08%
1,408 $233,000
Q2 2025

Jul 21, 2025
BUY
$99.2 - $144.91 $168,441 - $246,057
1,698 New
1,698 $246,000
Q4 2024

Jan 21, 2025
SELL
$109.38 - $131.9 $75,034 - $90,483
-686 Reduced 25.35%
2,020 $241,000
Q3 2024

Oct 15, 2024
SELL
$92.33 - $110.55 $74,140 - $88,771
-803 Reduced 22.88%
2,706 $298,000
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

# of Institutions
204
Shares Held
3.44M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST US EQUITY OPPORTUN

FPX Quotes by TradingView
  • 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.

Choose your preferred platform and Sign Up 👇 Telegram Email