Concentrum Wealth Management First Trust Us Equity Opportun Transaction History

Concentrum Wealth Management

  • $270 Billion
  • Q1 2025

A detailed history of Concentrum Wealth Management transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Concentrum Wealth Management holds 5,507 shares of FPX stock, worth $751,099. This represents 0.23% of its overall portfolio holdings.

Number of Shares
5,507
Previous 6,007 8.32%
Holding current value
$751,099
Previous $718 Million 14.28%
% of portfolio
0.23%
Previous 0.25%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
SELL
$106.21 - $143.53 $53,105 - $71,765
-500 Reduced 8.32%
5,507 $615 Million
Q4 2024

Feb 13, 2025
SELL
$109.38 - $131.9 $21,876 - $26,380
-200 Reduced 3.22%
6,007 $718 Million
Q3 2024

Nov 13, 2024
SELL
$92.33 - $110.55 $18,466 - $22,110
-200 Reduced 3.12%
6,207 $684 Million
Q2 2024

Aug 13, 2024
SELL
$95.7 - $105.15 $19,140 - $21,030
-200 Reduced 3.03%
6,407 $636 Million
Q1 2024

May 06, 2024
SELL
$90.56 - $106.61 $34,412 - $40,511
-380 Reduced 5.44%
6,607 $699 Million
Q4 2023

Feb 06, 2024
SELL
$76.32 - $97.15 $15,263 - $19,430
-200 Reduced 2.78%
6,987 $670 Million
Q4 2022

Feb 06, 2023
SELL
$77.07 - $87.65 $15,413 - $17,530
-200 Reduced 2.71%
7,187 $565,000
Q3 2022

Nov 10, 2022
SELL
$80.29 - $94.86 $16,058 - $18,972
-200 Reduced 2.64%
7,387 $599,000
Q1 2022

May 06, 2022
SELL
$95.18 - $121.69 $9,518 - $12,169
-100 Reduced 1.3%
7,587 $828,000
Q4 2021

Feb 02, 2022
SELL
$116.17 - $136.03 $23,234 - $27,206
-200 Reduced 2.54%
7,687 $942,000
Q3 2021

Nov 12, 2021
SELL
$120.0 - $131.29 $24,600 - $26,914
-205 Reduced 2.53%
7,887 $973,000
Q1 2021

Apr 29, 2021
BUY
$115.9 - $135.98 $23,180 - $27,195
200 Added 2.53%
8,092 $964,000
Q4 2020

Jan 20, 2021
BUY
$95.53 - $123.94 $116,068 - $150,587
1,215 Added 18.2%
7,892 $934,000
Q2 2020

Aug 06, 2020
SELL
$60.12 - $84.27 $35,831 - $50,224
-596 Reduced 8.19%
6,677 $559,000
Q1 2020

May 04, 2020
SELL
$55.38 - $87.86 $47,183 - $74,856
-852 Reduced 10.49%
7,273 $458,000
Q4 2019

Jan 15, 2020
BUY
$73.7 - $81.01 $147 - $162
2 Added 0.02%
8,125 $653,000
Q3 2019

Oct 31, 2019
BUY
$75.25 - $81.43 $74,196 - $80,289
986 Added 13.82%
8,123 $616,000
Q2 2019

Jul 22, 2019
BUY
$72.75 - $79.33 $24,007 - $26,178
330 Added 4.85%
7,137 $556,000
Q1 2019

May 08, 2019
SELL
$60.37 - $75.56 $46,666 - $58,407
-773 Reduced 10.2%
6,807 $510,000
Q4 2018

Feb 07, 2019
BUY
$57.83 - $74.02 $438,351 - $561,071
7,580 New
7,580 $470,000

Others Institutions Holding FPX

# of Institutions
183
Shares Held
3.42M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST US EQUITY OPPORTUN

FPX Quotes by TradingView
  • Ticker FPX
  • Sector ETFs
  • Industry ETFs
More about FPX
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