Accel Wealth Management First Trust Us Equity Opportun Transaction History

Accel Wealth Management

$290 Million
Q2 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 1,698 shares of FPX stock, worth $255,684. This represents 0.08% of its overall portfolio holdings.

Number of Shares

1,698

Holding current value

$255,684

% of portfolio

0.08%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

190

Shares Held

3.41M

Call Options Held

Put Options Held

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About FIRST TRUST US EQUITY OPPORTUN

Ticker FPX
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Accel Wealth Management First Trust Us Equity Opportun Transaction History