Fidelis Capital Partners, LLC First Trust Us Equity Opportun Transaction History

Fidelis Capital Partners, LLC

$1.1 Trillion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 25, 2024	BUY	$92.33 - $110.55 $426,564 - $510,741	4,620 New	4,620 $422 Million

Others Institutions Holding FPX

# of Institutions

195

Shares Held

3.38M

Call Options Held

1.5K

Put Options Held

0

Morgan Stanley New York, NY

588K
Shares

$90.3 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

470K
Shares

$72.3 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

287K
Shares

$44.1 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

139K
Shares

$21.3 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

122K
Shares

$18.7 Million
0.01% of portfolio

About FIRST TRUST US EQUITY OPPORTUN

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