Kb Financial Partners, LLC First Trust Us Equity Opportun Transaction History

Kb Financial Partners, LLC

$350 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 17, 2022	SELL	$95.18 - $121.69 $25,032 - $32,004	-263 Closed	0 $0
Q4 2021 Feb 18, 2022	BUY	$116.17 - $136.03 $30,552 - $35,775	263 New	263 $32,000

Others Institutions Holding FPX

# of Institutions

169

Shares Held

3.18M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

569K
Shares

$65.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

336K
Shares

$38.5 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

259K
Shares

$29.7 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

127K
Shares

$14.6 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

115K
Shares

$13.2 Million
0.03% of portfolio

About FIRST TRUST US EQUITY OPPORTUN

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