Comprehensive Financial Consultants Institutional, Inc. First Trust Us Equity Opportun Transaction History

Comprehensive Financial Consultants Institutional, Inc.

$291 Million
Q3 2025

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$95.18 - $121.69 $13,801 - $17,645	-145 Closed	0 $0
Q4 2021 Mar 10, 2022	BUY	$116.17 - $136.03 $16,844 - $19,724	145 New	145 $15,000

Others Institutions Holding FPX

# of Institutions

210

Shares Held

3.44M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

580K
Shares

$96.8 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

470K
Shares

$78.5 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

314K
Shares

$52.4 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

146K
Shares

$24.3 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

113K
Shares

$18.9 Million
0.0% of portfolio

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