Golden State Wealth Management, LLC First Trust Us Equity Opportun Transaction History

Golden State Wealth Management, LLC

$673 Billion
Q1 2025

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 21,051 shares of FPX stock, worth $2.51 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

21,051

Previous 42,102 50.0%

Holding current value

$2.51 Million

Previous $4.7 Million 49905.12%

% of portfolio

0.35%

Previous 0.35%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$106.21 - $143.53 $2.24 Million - $3.02 Million	-21,051 Reduced 50.0%	21,051 $2.35 Billion
Q1 2025 Apr 23, 2025	BUY	$106.21 - $143.53 $2.21 Million - $2.99 Million	20,820 Added 97.83%	42,102 $4.7 Million
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

# of Institutions

184

Shares Held

3.29M

Call Options Held

Put Options Held

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About FIRST TRUST US EQUITY OPPORTUN

Ticker FPX
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Golden State Wealth Management, LLC First Trust Us Equity Opportun Transaction History