Avantax Advisory Services, Inc. First Trust Us Equity Opportun Transaction History

Avantax Advisory Services, Inc.

$17.6 Billion
Q2 2025

A detailed history of Avantax Advisory Services, Inc. transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 2,279 shares of FPX stock, worth $366,691. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,279

Previous 2,609 12.65%

Holding current value

$366,691

Previous $291,000 13.4%

% of portfolio

0.0%

Previous 0.0%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	SELL	$99.2 - $144.91 $32,736 - $47,820	-330 Reduced 12.65%	2,279 $330,000
Q1 2025 May 06, 2025	SELL	$106.21 - $143.53 $7,116 - $9,616	-67 Reduced 2.5%	2,609 $291,000
Q4 2024 Feb 07, 2025	SELL	$109.38 - $131.9 $129,177 - $155,773	-1,181 Reduced 30.62%	2,676 $319,000
Q3 2024 Nov 13, 2024	SELL	$92.33 - $110.55 $232,948 - $278,917	-2,523 Reduced 39.55%	3,857 $425,000
Q2 2024 Aug 09, 2024	SELL	$95.7 - $105.15 $136,085 - $149,523	-1,422 Reduced 18.23%	6,380 $633,000
Q1 2024 May 08, 2024	SELL	$90.56 - $106.61 $434,506 - $511,514	-4,798 Reduced 38.08%	7,802 $825,000
Q4 2023 Feb 07, 2024	SELL	$76.32 - $97.15 $77,617 - $98,801	-1,017 Reduced 7.47%	12,600 $1.21 Million
Q3 2023 Nov 07, 2023	SELL	$81.38 - $95.44 $42,398 - $49,724	-521 Reduced 3.69%	13,617 $1.14 Million
Q2 2023 Aug 11, 2023	SELL	$79.22 - $88.8 $10,853 - $12,165	-137 Reduced 0.96%	14,138 $1.25 Million
Q1 2023 Apr 28, 2023	SELL	$76.89 - $87.96 $112,105 - $128,245	-1,458 Reduced 9.27%	14,275 $1.2 Million
Q4 2022 Feb 13, 2023	SELL	$77.07 - $87.65 $36,454 - $41,458	-473 Reduced 2.92%	15,733 $1.24 Million
Q3 2022 Nov 01, 2022	SELL	$80.29 - $94.86 $42,393 - $50,086	-528 Reduced 3.16%	16,206 $1.31 Million
Q2 2022 Aug 02, 2022	SELL	$79.92 - $110.92 $901,337 - $1.25 Million	-11,278 Reduced 40.26%	16,734 $1.38 Million
Q1 2022 Apr 27, 2022	SELL	$95.18 - $121.69 $168,563 - $215,512	-1,771 Reduced 5.95%	28,012 $3.05 Million
Q4 2021 Jan 24, 2022	BUY	$116.17 - $136.03 $214,217 - $250,839	1,844 Added 6.6%	29,783 $3.65 Million
Q3 2021 Oct 21, 2021	BUY	$120.0 - $131.29 $162,720 - $178,029	1,356 Added 5.1%	27,939 $3.45 Million
Q2 2021 Jul 29, 2021	BUY	$110.48 - $128.38 $2.71 Million - $3.15 Million	24,514 Added 1184.82%	26,583 $3.38 Million
Q1 2021 May 13, 2021	BUY	$115.9 - $135.98 $9,387 - $11,014	81 Added 4.07%	2,069 $247,000
Q4 2020 Jan 22, 2021	SELL	$95.53 - $123.94 $1.1 Million - $1.42 Million	-11,479 Reduced 85.24%	1,988 $236,000
Q3 2020 Oct 14, 2020	BUY	$84.72 - $100.04 $1.14 Million - $1.35 Million	13,467 New	13,467 $1.3 Million

Others Institutions Holding FPX

# of Institutions

197

Shares Held

3.41M

Call Options Held

1.5K

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 Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Account

Avantax Advisory Services, Inc. First Trust Us Equity Opportun Transaction History