Atlas Private Wealth Advisors First Trust Us Equity Opportun Transaction History

Atlas Private Wealth Advisors

$688 Million
Q4 2024

A detailed history of Atlas Private Wealth Advisors transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Atlas Private Wealth Advisors holds 5,590 shares of FPX stock, worth $754,035. This represents 0.1% of its overall portfolio holdings.

Number of Shares

5,590

Previous 5,588 0.04%

Holding current value

$754,035

Previous $615,000 8.62%

% of portfolio

0.1%

Previous 0.09%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$109.38 - $131.9 $218 - $263	2 Added 0.04%	5,590 $668,000
Q2 2024 Jul 12, 2024	BUY	$95.7 - $105.15 $232,263 - $255,199	2,427 Added 76.78%	5,588 $555,000
Q1 2024 May 03, 2024	SELL	$90.56 - $106.61 $312,160 - $367,484	-3,447 Reduced 52.16%	3,161 $334,000
Q4 2023 Jan 10, 2024	SELL	$76.32 - $97.15 $102,345 - $130,278	-1,341 Reduced 16.87%	6,608 $633,000
Q3 2023 Oct 10, 2023	SELL	$81.38 - $95.44 $27,099 - $31,781	-333 Reduced 4.02%	7,949 $667,000
Q2 2023 Aug 04, 2023	BUY	$79.22 - $88.8 $324,089 - $363,280	4,091 Added 97.61%	8,282 $730,000
Q1 2023 Apr 12, 2023	SELL	$76.89 - $87.96 $46,210 - $52,863	-601 Reduced 12.54%	4,191 $352,000
Q4 2022 Feb 14, 2023	SELL	$77.07 - $87.65 $51,405 - $58,462	-667 Reduced 12.22%	4,792 $377,000
Q3 2022 Nov 14, 2022	SELL	$80.29 - $94.86 $15,897 - $18,782	-198 Reduced 3.5%	5,459 $442,000
Q2 2022 Aug 15, 2022	SELL	$79.92 - $110.92 $131,308 - $182,241	-1,643 Reduced 22.51%	5,657 $465,000
Q1 2022 Apr 26, 2022	SELL	$95.18 - $121.69 $1.21 Million - $1.55 Million	-12,716 Reduced 63.53%	7,300 $796,000
Q4 2021 Apr 21, 2022	SELL	$116.17 - $136.03 $958,053 - $1.12 Million	-8,247 Reduced 29.18%	20,016 $2.45 Million
Q3 2021 Oct 26, 2021	BUY	$120.0 - $131.29 $81,120 - $88,752	676 Added 2.45%	28,263 $3.49 Million
Q2 2021 Aug 02, 2021	BUY	$110.48 - $128.38 $607,198 - $705,576	5,496 Added 24.88%	27,587 $3.52 Million
Q1 2021 Apr 28, 2021	BUY	$115.9 - $135.98 $703,628 - $825,534	6,071 Added 37.9%	22,091 $2.63 Million
Q4 2020 Jan 29, 2021	BUY	$95.53 - $123.94 $203,478 - $263,992	2,130 Added 15.33%	16,020 $1.9 Million
Q3 2020 Oct 27, 2020	SELL	$84.72 - $100.04 $291,352 - $344,037	-3,439 Reduced 19.85%	13,890 $1.34 Million
Q2 2020 Aug 14, 2020	BUY	$60.12 - $84.27 $1.04 Million - $1.46 Million	17,329 New	17,329 $1.45 Million

Others Institutions Holding FPX

# of Institutions

187

Shares Held

3.29M

Call Options Held

Put Options Held

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About FIRST TRUST US EQUITY OPPORTUN

Ticker FPX
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Atlas Private Wealth Advisors First Trust Us Equity Opportun Transaction History