Householder Group Estate & Retirement Specialist, LLC First Trust Us Equity Opportun Transaction History

Householder Group Estate & Retirement Specialist, LLC

  • $134 Million
  • Q4 2024

A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 6,603 shares of FPX stock, worth $939,276. This represents 0.59% of its overall portfolio holdings.

Number of Shares
6,603
Previous 6,507 1.48%
Holding current value
$939,276
Previous $717,000 10.04%
% of portfolio
0.59%
Previous 0.21%

Shares

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

Jan 15, 2025
BUY
$109.38 - $131.9 $10,500 - $12,662
96 Added 1.48%
6,603 $789,000
Q3 2024

Oct 18, 2024
SELL
$92.33 - $110.55 $180,135 - $215,683
-1,951 Reduced 23.07%
6,507 $717,000
Q2 2024

Jul 17, 2024
SELL
$95.7 - $105.15 $110,437 - $121,343
-1,154 Reduced 12.01%
8,458 $840,000
Q1 2024

May 03, 2024
SELL
$90.56 - $106.61 $31,243 - $36,780
-345 Reduced 3.46%
9,612 $1.02 Million
Q4 2023

Jan 23, 2024
SELL
$76.32 - $97.15 $84,638 - $107,739
-1,109 Reduced 10.02%
9,957 $954,000
Q3 2023

Oct 10, 2023
SELL
$81.38 - $95.44 $7,812 - $9,162
-96 Reduced 0.86%
11,066 $929,000
Q1 2023

Apr 13, 2023
BUY
$76.89 - $87.96 $858,246 - $981,809
11,162 New
11,162 $938,000
Q3 2022

Oct 11, 2022
SELL
$80.29 - $94.86 $14,933 - $17,643
-186 Reduced 1.57%
11,633 $942,000
Q2 2022

Jul 18, 2022
SELL
$79.92 - $110.92 $4,235 - $5,878
-53 Reduced 0.45%
11,819 $971,000
Q1 2022

Apr 18, 2022
BUY
$95.18 - $121.69 $90,135 - $115,240
947 Added 8.67%
11,872 $1.3 Million
Q4 2021

Apr 12, 2022
BUY
$116.17 - $136.03 $1.27 Million - $1.49 Million
10,925 New
10,925 $1.34 Million

Others Institutions Holding FPX

# of Institutions
200
Shares Held
3.25M
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
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