Global Retirement Partners, LLC First Trust Us Equity Opportun Transaction History

Global Retirement Partners, LLC

$3.25 Billion
Q3 2024

A detailed history of Global Retirement Partners, LLC transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Global Retirement Partners, LLC holds 477 shares of FPX stock, worth $54,392. This represents 0.0% of its overall portfolio holdings.

Number of Shares

477

Previous 477 -0.0%

Holding current value

$54,392

Previous $47,000 10.64%

% of portfolio

0.0%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	BUY	$90.56 - $106.61 $5,343 - $6,289	59 Added 14.11%	477 $50,000
Q3 2022 Nov 03, 2022	BUY	$80.29 - $94.86 $5,620 - $6,640	70 Added 20.11%	418 $36,000
Q1 2022 Jul 14, 2022	BUY	$95.18 - $121.69 $33,122 - $42,348	348 New	348 $30,000
Q4 2021 Jan 21, 2022	SELL	$116.17 - $136.03 $40,427 - $47,338	-348 Closed	0 $0
Q4 2020 Jan 13, 2021	BUY	$95.53 - $123.94 $3,821 - $4,957	40 Added 12.99%	348 $41,000
Q3 2020 Oct 09, 2020	BUY	$84.72 - $100.04 $26,093 - $30,812	308 New	308 $30,000
Q2 2019 Nov 19, 2019	SELL	$72.75 - $79.33 $48,451 - $52,833	-666 Closed	0 $0
Q3 2017 Aug 10, 2018	BUY	$62.79 - $63.85 $62 - $63	1 Added 0.15%	666 $43,000
Q2 2017 Aug 10, 2018	BUY	N/A	1 Added 0.15%	665 $40,000
Q1 2017 Aug 10, 2018	BUY	N/A	2 Added 0.3%	664 $38,000
Q4 2016 Aug 10, 2018	BUY	N/A	662	662 $36,000

Others Institutions Holding FPX

# of Institutions

168

Shares Held

3.21M

Call Options Held

Put Options Held

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About FIRST TRUST US EQUITY OPPORTUN

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Global Retirement Partners, LLC First Trust Us Equity Opportun Transaction History