Creative Planning First Trust Us Equity Opportun Transaction History

Creative Planning

$129 Billion
Q3 2025

A detailed history of Creative Planning transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Creative Planning holds 7,388 shares of FPX stock, worth $1.16 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,388

Previous 7,363 0.34%

Holding current value

$1.16 Million

Previous $1.07 Million 15.1%

% of portfolio

0.0%

Previous 0.0%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$141.57 - $166.21 $3,539 - $4,155	25 Added 0.34%	7,388 $1.23 Million
Q2 2025 Aug 08, 2025	BUY	$99.2 - $144.91 $31,744 - $46,371	320 Added 4.54%	7,363 $1.07 Million
Q1 2025 May 15, 2025	BUY	$106.21 - $143.53 $32,712 - $44,207	308 Added 4.57%	7,043 $786,000
Q4 2024 Feb 14, 2025	BUY	$109.38 - $131.9 $109 - $131	1 Added 0.01%	6,735 $804,000
Q3 2024 Oct 11, 2024	SELL	$92.33 - $110.55 $31,392 - $37,587	-340 Reduced 4.81%	6,734 $742,000
Q2 2024 Aug 15, 2024	BUY	$95.7 - $105.15 $282,697 - $310,613	2,954 Added 71.7%	7,074 $702,000
Q1 2024 May 10, 2024	BUY	$90.56 - $106.61 $90 - $106	1 Added 0.02%	4,120 $435,000
Q3 2023 Nov 16, 2023	SELL	$81.38 - $95.44 $34,179 - $40,084	-420 Reduced 9.25%	4,119 $345,000
Q2 2023 Jul 21, 2023	SELL	$79.22 - $88.8 $12,595 - $14,119	-159 Reduced 3.38%	4,539 $400,000
Q1 2023 May 15, 2023	SELL	$76.89 - $87.96 $23,067 - $26,387	-300 Reduced 6.0%	4,698 $394,000
Q4 2022 Feb 10, 2023	BUY	$77.07 - $87.65 $28,284 - $32,167	367 Added 7.92%	4,998 $393,000
Q3 2022 Nov 03, 2022	BUY	$80.29 - $94.86 $23,364 - $27,604	291 Added 6.71%	4,631 $375,000
Q2 2022 Aug 15, 2022	BUY	$79.92 - $110.92 $79 - $110	1 Added 0.02%	4,340 $357,000
Q1 2022 May 16, 2022	SELL	$95.18 - $121.69 $25,413 - $32,491	-267 Reduced 5.8%	4,339 $473,000
Q4 2021 Feb 11, 2022	SELL	$116.17 - $136.03 $99,790 - $116,849	-859 Reduced 15.72%	4,606 $564,000
Q3 2021 Nov 10, 2021	SELL	$120.0 - $131.29 $50,400 - $55,141	-420 Reduced 7.14%	5,465 $674,000
Q2 2021 Aug 04, 2021	BUY	$110.48 - $128.38 $26,515 - $30,811	240 Added 4.25%	5,885 $750,000
Q1 2021 Apr 30, 2021	BUY	$115.9 - $135.98 $53,198 - $62,414	459 Added 8.85%	5,645 $673,000
Q4 2020 Jan 29, 2021	BUY	$95.53 - $123.94 $286 - $371	3 Added 0.06%	5,186 $614,000
Q3 2020 Nov 05, 2020	SELL	$84.72 - $100.04 $157,494 - $185,974	-1,859 Reduced 26.4%	5,183 $501,000
Q2 2020 Jul 23, 2020	BUY	$60.12 - $84.27 $423,365 - $593,429	7,042 New	7,042 $590,000

Others Institutions Holding FPX

# of Institutions

222

Shares Held

3.67M

Call Options Held

Put Options Held

View Full List

About FIRST TRUST US EQUITY OPPORTUN

Ticker FPX
Sector ETFs
Industry ETFs

More about FPX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Creative Planning, based on Form 13F filings with the SEC.

News

Stay updated on Creative Planning with notifications on news.

Account

Creative Planning First Trust Us Equity Opportun Transaction History