B.O.S.S. Retirement Advisors, LLC First Trust Us Equity Opportun Transaction History

B.O.S.S. Retirement Advisors, LLC

$398 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 21, 2025	BUY	$109.38 - $131.9 $407,549 - $491,459	3,726 New	3,726 $445 Million

Others Institutions Holding FPX

# of Institutions

197

Shares Held

3.42M

Call Options Held

1.5K

Put Options Held

0

Morgan Stanley New York, NY

580K
Shares

$92.1 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

470K
Shares

$74.6 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

314K
Shares

$49.8 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

146K
Shares

$23.1 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

113K
Shares

$18 Million
0.0% of portfolio

About FIRST TRUST US EQUITY OPPORTUN

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