Impact Partnership Wealth, LLC First Trust Us Equity Opportun Transaction History

Impact Partnership Wealth, LLC

$495 Billion
Q4 2024

A detailed history of Impact Partnership Wealth, LLC transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Impact Partnership Wealth, LLC holds 8,750 shares of FPX stock, worth $1.13 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

8,750

Previous 6,176 41.68%

Holding current value

$1.13 Million

Previous $681 Million 53.67%

% of portfolio

0.21%

Previous 0.15%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$109.38 - $131.9 $281,544 - $339,510	2,574 Added 41.68%	8,750 $1.05 Billion
Q3 2024 Oct 22, 2024	BUY	$92.33 - $110.55 $132,955 - $159,192	1,440 Added 30.41%	6,176 $681 Million
Q2 2024 Aug 02, 2024	BUY	$95.7 - $105.15 $14,259 - $15,667	149 Added 3.25%	4,736 $470 Million
Q1 2024 May 13, 2024	BUY	$90.56 - $106.61 $7,878 - $9,275	87 Added 1.93%	4,587 $485 Million
Q4 2023 Feb 14, 2024	SELL	$76.32 - $97.15 $869,895 - $1.11 Million	-11,398 Reduced 71.69%	4,500 $432 Million
Q3 2023 Oct 17, 2023	BUY	$81.38 - $95.44 $1.29 Million - $1.52 Million	15,898 New	15,898 $1.34 Billion

Others Institutions Holding FPX

# of Institutions

180

Shares Held

3.14M

Call Options Held

Put Options Held

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About FIRST TRUST US EQUITY OPPORTUN

Ticker FPX
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Impact Partnership Wealth, LLC First Trust Us Equity Opportun Transaction History