Ima Wealth, Inc. First Trust Us Equity Opportun Transaction History

Ima Wealth, Inc.

$211 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Jan 15, 2019	SELL	$57.83 - $74.02 $1,272 - $1,628	-22 Closed	0 $0
Q3 2018 Oct 18, 2018	BUY	$70.34 - $75.93 $1,547 - $1,670	22 New	22 $2,000

Others Institutions Holding FPX

# of Institutions

173

Shares Held

3.52M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

583K
Shares

$58.5 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

339K
Shares

$34 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

260K
Shares

$26.1 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

130K
Shares

$13 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

127K
Shares

$12.7 Million
0.0% of portfolio

About FIRST TRUST US EQUITY OPPORTUN

Ticker FPX
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ima Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Ima Wealth, Inc. with notifications on news.