A detailed history of Golden State Wealth Management, LLC transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 21,282 shares of FPX stock, worth $2.76 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
21,282
Previous 52,066 59.12%
Holding current value
$2.76 Million
Previous $5.68 Million 44686.39%
% of portfolio
0.38%
Previous 1.11%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025

SELL
$109.38 - $131.9 $3.37 Million - $4.06 Million
-30,784 Reduced 59.12%
21,282 $2.54 Billion
Q1 2022

May 19, 2022

SELL
$95.18 - $121.69 $492,651 - $629,867
-5,176 Reduced 9.04%
52,066 $5.68 Million
Q1 2022

May 16, 2022

BUY
$95.18 - $121.69 $240,805 - $307,875
2,530 Added 4.62%
57,242 $6.82 Million
Q4 2021

Feb 14, 2022

SELL
$116.17 - $136.03 $197,372 - $231,114
-1,699 Reduced 3.01%
54,712 $6.7 Million
Q3 2021

Nov 15, 2021

SELL
$120.0 - $131.29 $117,840 - $128,926
-982 Reduced 1.71%
56,411 $6.96 Million
Q2 2021

Aug 12, 2021

BUY
$110.48 - $128.38 $16,682 - $19,385
151 Added 0.26%
57,393 $7.32 Million
Q1 2021

May 14, 2021

BUY
$115.9 - $135.98 $114,741 - $134,620
990 Added 1.76%
57,242 $6.82 Million
Q4 2020

Jan 28, 2021

SELL
$95.53 - $123.94 $40,886 - $53,046
-428 Reduced 0.76%
56,252 $6.66 Million
Q3 2020

Nov 12, 2020

BUY
$84.72 - $100.04 $4.8 Million - $5.67 Million
56,680 New
56,680 $5.48 Million
Q2 2020

Aug 11, 2020

SELL
$60.12 - $84.27 $3.34 Million - $4.68 Million
-55,533 Closed
0 $0
Q1 2020

Apr 17, 2020

BUY
$55.38 - $87.86 $3.08 Million - $4.88 Million
55,533 New
55,533 $3.5 Million

Others Institutions Holding FPX

About FIRST TRUST US EQUITY OPPORTUN


  • Ticker FPX
  • Sector ETFs
  • Industry ETFs
More about FPX
Track This Portfolio

Track Golden State Wealth Management, LLC Portfolio

Follow Golden State Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.