Altus Wealth Group LLC First Trust Us Equity Opportun Transaction History

Altus Wealth Group LLC

$235 Million
Q3 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 18, 2023	SELL	$77.07 - $87.65 $479,991 - $545,884	-6,228 Reduced 61.5%	3,899 $0
Q2 2022 Aug 10, 2022	SELL	$79.92 - $110.92 $11,908 - $16,527	-149 Reduced 1.45%	10,127 $1.25 Million
Q1 2022 May 09, 2022	BUY	$95.18 - $121.69 $26,935 - $34,438	283 Added 2.83%	10,276 $1.12 Million
Q4 2021 Feb 14, 2022	SELL	$116.17 - $136.03 $15,566 - $18,228	-134 Reduced 1.32%	9,993 $1.22 Million
Q3 2021 Nov 08, 2021	BUY	$120.0 - $131.29 $960 - $1,050	8 Added 0.08%	10,127 $1.25 Million
Q2 2021 Aug 12, 2021	SELL	$110.48 - $128.38 $8,396 - $9,756	-76 Reduced 0.75%	10,119 $1.29 Million
Q1 2021 May 14, 2021	BUY	$115.9 - $135.98 $105,816 - $124,149	913 Added 9.84%	10,195 $1.23 Million
Q4 2020 Feb 12, 2021	BUY	$95.53 - $123.94 $886,709 - $1.15 Million	9,282 New	9,282 $1.1 Million

Others Institutions Holding FPX

# of Institutions

221

Shares Held

3.56M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

660K
Shares

$104 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

486K
Shares

$76.4 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

329K
Shares

$51.7 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

157K
Shares

$24.6 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

113K
Shares

$17.8 Million
0.0% of portfolio

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