Fiduciary Planning LLC First Trust Us Equity Opportun Transaction History

Fiduciary Planning LLC

$220 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 06, 2021	SELL	$110.48 - $128.38 $16,351 - $19,000	-148 Closed	0 $0
Q1 2021 May 24, 2021	BUY	$115.9 - $135.98 $17,153 - $20,125	148 New	148 $18,000

Others Institutions Holding FPX

# of Institutions

175

Shares Held

3.13M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

558K
Shares

$67.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

292K
Shares

$35.4 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

261K
Shares

$31.7 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

129K
Shares

$15.7 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

102K
Shares

$12.4 Million
0.03% of portfolio

About FIRST TRUST US EQUITY OPPORTUN

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