Congress Wealth Management LLC First Trust Us Equity Opportun Transaction History

Congress Wealth Management LLC

  • $7.9 Billion
  • Q1 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 98,642 shares of FPX stock, worth $14 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
98,642
Previous 79,140 24.64%
Holding current value
$14 Million
Previous $9.46 Million 16.54%
% of portfolio
0.14%
Previous 0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
186
Shares Held
3.41M
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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