Congress Wealth Management LLC First Trust Us Equity Opportun Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

A detailed history of Congress Wealth Management LLC transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Congress Wealth Management LLC holds 98,905 shares of FPX stock, worth $15.2 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

98,905

Previous 98,642 0.27%

Holding current value

$15.2 Million

Previous $11 Million 30.03%

% of portfolio

0.15%

Previous 0.14%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$99.2 - $144.91 $26,089 - $38,111	263 Added 0.27%	98,905 $14.3 Million
Q1 2025 May 14, 2025	BUY	$106.21 - $143.53 $2.07 Million - $2.8 Million	19,502 Added 24.64%	98,642 $11 Million
Q4 2024 Feb 11, 2025	BUY	$109.38 - $131.9 $38,283 - $46,165	350 Added 0.44%	79,140 $9.46 Million
Q3 2024 Nov 12, 2024	BUY	$92.33 - $110.55 $7.27 Million - $8.71 Million	78,790 New	78,790 $8.68 Million

Others Institutions Holding FPX

# of Institutions

195

Shares Held

3.41M

Call Options Held

1.5K

Put Options Held

View Full List

About FIRST TRUST US EQUITY OPPORTUN

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Congress Wealth Management LLC First Trust Us Equity Opportun Transaction History