Legacy Trust First Trust Us Equity Opportun Transaction History

Legacy Trust

$507 Billion
Q3 2025

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 $555,809. This represents 0.11% of its overall portfolio holdings.

Number of Shares

3,329

Holding current value

$555,809

% of portfolio

0.11%

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 24, 2025	BUY	$141.57 - $166.21 $471,286 - $553,313	3,329 New	3,329 $553 Million
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

203

Shares Held

3.44M

Call Options Held

1.5K

Put Options Held

Morgan Stanley New York, NY

580K
Shares

$96.8 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

470K
Shares

$78.5 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

314K
Shares

$52.4 Million
0.01% of portfolio
Raymond James Financial Inc St. Petersburg, FL

146K
Shares

$24.3 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

113K
Shares

$18.9 Million
0.0% of portfolio

View Full List

About FIRST TRUST US EQUITY OPPORTUN

Ticker FPX
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