Leelyn Smith, LLC First Trust Us Equity Opportun Transaction History

Leelyn Smith, LLC

$543 Million
Q3 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 10, 2023	SELL	$77.07 - $87.65 $154 - $175	-2 Reduced 1.19%	166 $13,000
Q4 2021 Feb 14, 2022	SELL	$116.17 - $136.03 $114,311 - $133,853	-984 Reduced 85.42%	168 $21,000
Q3 2021 Nov 12, 2021	SELL	$120.0 - $131.29 $38,160 - $41,750	-318 Reduced 21.63%	1,152 $142,000
Q2 2021 Aug 31, 2021	SELL	$110.48 - $128.38 $705,635 - $819,963	-6,387 Reduced 81.29%	1,470 $187,000
Q1 2021 May 05, 2021	BUY	$115.9 - $135.98 $891,155 - $1.05 Million	7,689 Added 4576.79%	7,857 $936,000
Q1 2020 May 06, 2020	SELL	$55.38 - $87.86 $8,694 - $13,794	-157 Reduced 48.31%	168 $11,000
Q4 2019 Feb 06, 2020	BUY	$73.7 - $81.01 $23,952 - $26,328	325 New	325 $26,000

Others Institutions Holding FPX

# of Institutions

175

Shares Held

3.13M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

558K
Shares

$68.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

292K
Shares

$36 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

261K
Shares

$32.2 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

129K
Shares

$15.9 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

102K
Shares

$12.6 Million
0.03% of portfolio

About FIRST TRUST US EQUITY OPPORTUN

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