Legacy Trust First Trust Us Equity Opportun Transaction History

Legacy Trust

$402 Billion
Q2 2024

A detailed history of Legacy Trust transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Legacy Trust holds 3,329 shares of FPX stock, worth $350,210. This represents 0.08% of its overall portfolio holdings.

Number of Shares

3,329

Previous 3,329 -0.0%

Holding current value

$350,210

Previous $352 Million 6.11%

% of portfolio

0.08%

Previous 0.09%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Apr 03, 2023	BUY	$77.07 - $87.65 $256,566 - $291,786	3,329 New	3,329 $262 Million

Others Institutions Holding FPX

# of Institutions

165

Shares Held

3.19M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

569K
Shares

$59.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

336K
Shares

$35.3 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

259K
Shares

$27.2 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

127K
Shares

$13.4 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

115K
Shares

$12.1 Million
0.03% of portfolio

View Full List

About FIRST TRUST US EQUITY OPPORTUN

Ticker FPX
Sector ETFs
Industry ETFs

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