Accel Wealth Management First Trust Us Equity Opportun Transaction History

Accel Wealth Management

  • $257 Million
  • Q4 2024

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 2,020 shares of FPX stock, worth $272,477. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,020
Previous 2,706 25.35%
Holding current value
$272,477
Previous $298,000 19.13%
% of portfolio
0.09%
Previous 0.11%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
184
Shares Held
3.17M
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
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