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

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024

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

# of Institutions
181
Shares Held
3.16M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST US EQUITY OPPORTUN

FPX Quotes by TradingView
  • Ticker FPX
  • Sector ETFs
  • Industry ETFs
More about FPX
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