Appleton Partners Inc First Trust Us Equity Opportun Transaction History

Appleton Partners Inc

  • $1.49 Billion
  • Q3 2025

A detailed history of Appleton Partners Inc transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Appleton Partners Inc holds 1,716 shares of FPX stock, worth $269,772. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,716
Previous 1,716 -0.0%
Holding current value
$269,772
Previous $249,000 14.46%
% of portfolio
0.02%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$99.2 - $144.91 $170,227 - $248,665
1,716 New
1,716 $249,000
Q4 2024

Jan 28, 2025
BUY
$109.38 - $131.9 $187,696 - $226,340
1,716 New
1,716 $205,000
Q1 2023

Apr 10, 2023
BUY
$76.89 - $87.96 $185,766 - $212,511
2,416 New
2,416 $203,000
Q3 2021

Oct 14, 2021
SELL
$120.0 - $131.29 $141,000 - $154,265
-1,175 Reduced 32.19%
2,475 $305,000
Q2 2021

Jul 07, 2021
SELL
$110.48 - $128.38 $17,676 - $20,540
-160 Reduced 4.2%
3,650 $465,000
Q4 2020

Jan 19, 2021
SELL
$95.53 - $123.94 $2,865 - $3,718
-30 Reduced 0.78%
3,810 $451,000
Q2 2020

Aug 14, 2020
SELL
$60.12 - $84.27 $71,242 - $99,859
-1,185 Reduced 23.58%
3,840 $322,000
Q3 2019

Nov 04, 2019
SELL
$75.25 - $81.43 $45,150 - $48,858
-600 Reduced 10.67%
5,025 $381,000
Q1 2019

Apr 17, 2019
SELL
$60.37 - $75.56 $6,942 - $8,689
-115 Reduced 2.0%
5,625 $421,000
Q3 2017

Oct 12, 2017
BUY
$62.79 - $63.85 $360,414 - $366,499
5,740
5,740 $366,000

Others Institutions Holding FPX

# of Institutions
222
Shares Held
3.67M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST US EQUITY OPPORTUN

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