Creative Planning First Trust Us Equity Opportun Transaction History

Creative Planning

$106 Billion
Q1 2025

A detailed history of Creative Planning transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Creative Planning holds 7,043 shares of FPX stock, worth $966,863. This represents 0.0% of its overall portfolio holdings.

Number of Shares

7,043

Previous 6,735 4.57%

Holding current value

$966,863

Previous $804,000 2.24%

% of portfolio

0.0%

Previous 0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

183

Shares Held

3.42M

Call Options Held

Put Options Held

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Creative Planning First Trust Us Equity Opportun Transaction History