Appleton Partners Inc First Trust Us Equity Opportun Transaction History

Appleton Partners Inc

$1.35 Billion
Q4 2024

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 $225,173. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,716

Holding current value

$225,173

% of portfolio

0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

200

Shares Held

3.26M

Call Options Held

Put Options Held

View Full List

About FIRST TRUST US EQUITY OPPORTUN

Ticker FPX
Sector ETFs
Industry ETFs

More about FPX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Appleton Partners Inc, based on Form 13F filings with the SEC.

News

Stay updated on Appleton Partners Inc with notifications on news.

Account

Appleton Partners Inc First Trust Us Equity Opportun Transaction History