A detailed history of Kovack Advisors, Inc. transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Kovack Advisors, Inc. holds 5,549 shares of FPX stock, worth $693,292. This represents 0.07% of its overall portfolio holdings.

Number of Shares
5,549
Previous 5,974 7.11%
Holding current value
$693,292
Previous $593,000 3.04%
% of portfolio
0.07%
Previous 0.07%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

SELL
$92.33 - $110.55 $39,240 - $46,983
-425 Reduced 7.11%
5,549 $611,000
Q2 2024

Aug 02, 2024

BUY
$95.7 - $105.15 $571,711 - $628,166
5,974 New
5,974 $593,000
Q4 2023

Feb 02, 2024

BUY
$76.32 - $97.15 $610 - $777
8 Added 0.13%
6,077 $582,000
Q3 2023

Oct 19, 2023

SELL
$81.38 - $95.44 $173,827 - $203,859
-2,136 Reduced 26.03%
6,069 $509,000
Q2 2023

Jul 21, 2023

SELL
$79.22 - $88.8 $55,533 - $62,248
-701 Reduced 7.87%
8,205 $723,000
Q1 2023

Apr 20, 2023

SELL
$76.89 - $87.96 $20,837 - $23,837
-271 Reduced 2.95%
8,906 $748,000
Q4 2022

Feb 22, 2023

SELL
$77.07 - $87.65 $77,840 - $88,526
-1,010 Reduced 9.91%
9,177 $722,000
Q3 2022

Nov 14, 2022

BUY
$80.29 - $94.86 $9,554 - $11,288
119 Added 1.18%
10,187 $825,000
Q2 2022

Aug 10, 2022

SELL
$79.92 - $110.92 $25,014 - $34,717
-313 Reduced 3.02%
10,068 $827,000
Q1 2022

May 16, 2022

SELL
$95.18 - $121.69 $759,250 - $970,721
-7,977 Reduced 43.45%
10,381 $1.13 Million
Q4 2021

Jan 18, 2022

SELL
$116.17 - $136.03 $452,714 - $530,108
-3,897 Reduced 17.51%
18,358 $2.25 Million
Q3 2021

Nov 03, 2021

BUY
$120.0 - $131.29 $960 - $1,050
8 Added 0.04%
22,255 $2.75 Million
Q2 2021

Jul 29, 2021

SELL
$110.48 - $128.38 $805,620 - $936,146
-7,292 Reduced 24.69%
22,247 $2.84 Million
Q1 2021

May 04, 2021

BUY
$115.9 - $135.98 $626,787 - $735,379
5,408 Added 22.41%
29,539 $3.52 Million
Q4 2020

Jan 14, 2021

BUY
$95.53 - $123.94 $386,705 - $501,709
4,048 Added 20.16%
24,131 $2.86 Million
Q3 2020

Nov 02, 2020

BUY
$84.72 - $100.04 $69,555 - $82,132
821 Added 4.26%
20,083 $1.94 Million
Q2 2020

Jul 31, 2020

BUY
$60.12 - $84.27 $148,376 - $207,978
2,468 Added 14.7%
19,262 $1.61 Million
Q1 2020

Apr 30, 2020

BUY
$55.38 - $87.86 $491,552 - $779,845
8,876 Added 112.1%
16,794 $1.06 Million
Q4 2019

Jan 29, 2020

BUY
$73.7 - $81.01 $583,556 - $641,437
7,918 New
7,918 $636,000
Q1 2016

Oct 12, 2018

SELL
N/A
-78,651 Closed
0 $0
Q4 2015

Oct 18, 2018

BUY
N/A
4,526 Added 6.11%
78,651 $4.02 Million
Q3 2015

Oct 29, 2018

BUY
N/A
74,125
74,125 $3.61 Million

Others Institutions Holding FPX

About FIRST TRUST US EQUITY OPPORTUN


  • Ticker FPX
  • Sector ETFs
  • Industry ETFs
More about FPX
Track This Portfolio

Track Kovack Advisors, Inc. Portfolio

Follow Kovack Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Kovack Advisors, Inc. with notifications on news.