Lpl Financial LLC First Trust Us Equity Opportun Transaction History

Lpl Financial LLC

$238 Billion
Q4 2024

A detailed history of Lpl Financial LLC transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Lpl Financial LLC holds 277,479 shares of FPX stock, worth $39.1 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

277,479

Previous 292,022 4.98%

Holding current value

$39.1 Million

Previous $32.2 Million 3.06%

% of portfolio

0.01%

Previous 0.01%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$109.38 - $131.9 $1.59 Million - $1.92 Million	-14,543 Reduced 4.98%	277,479 $33.2 Million
Q3 2024 Nov 08, 2024	SELL	$92.33 - $110.55 $4.06 Million - $4.86 Million	-43,987 Reduced 13.09%	292,022 $32.2 Million
Q2 2024 Aug 07, 2024	SELL	$95.7 - $105.15 $251,403 - $276,229	-2,627 Reduced 0.78%	336,009 $33.4 Million
Q1 2024 May 10, 2024	SELL	$90.56 - $106.61 $762,605 - $897,762	-8,421 Reduced 2.43%	338,636 $35.8 Million
Q4 2023 Feb 14, 2024	SELL	$76.32 - $97.15 $815,326 - $1.04 Million	-10,683 Reduced 2.99%	347,057 $33.3 Million
Q3 2023 Nov 13, 2023	SELL	$81.38 - $95.44 $739,418 - $867,167	-9,086 Reduced 2.48%	357,740 $30 Million
Q2 2023 Jul 31, 2023	SELL	$79.22 - $88.8 $1.72 Million - $1.93 Million	-21,743 Reduced 5.6%	366,826 $32.3 Million
Q1 2023 May 10, 2023	SELL	$76.89 - $87.96 $4.48 Million - $5.12 Million	-58,218 Reduced 13.03%	388,569 $32.7 Million
Q4 2022 Feb 07, 2023	SELL	$77.07 - $87.65 $5.58 Million - $6.35 Million	-72,400 Reduced 13.94%	446,787 $35.2 Million
Q3 2022 Nov 14, 2022	SELL	$80.29 - $94.86 $2.19 Million - $2.59 Million	-27,295 Reduced 4.99%	519,187 $42.1 Million
Q2 2022 Aug 12, 2022	SELL	$79.92 - $110.92 $4.07 Million - $5.65 Million	-50,894 Reduced 8.52%	546,482 $44.9 Million
Q1 2022 May 16, 2022	SELL	$95.18 - $121.69 $18 Million - $23 Million	-188,839 Reduced 24.02%	597,376 $65.2 Million
Q4 2021 Feb 14, 2022	BUY	$116.17 - $136.03 $3.41 Million - $3.99 Million	29,316 Added 3.87%	786,215 $96.3 Million
Q3 2021 Nov 15, 2021	SELL	$120.0 - $131.29 $2.22 Million - $2.43 Million	-18,490 Reduced 2.38%	756,899 $93.4 Million
Q2 2021 Aug 13, 2021	BUY	$110.48 - $128.38 $2.14 Million - $2.49 Million	19,403 Added 2.57%	775,389 $98.8 Million
Q1 2021 May 14, 2021	BUY	$115.9 - $135.98 $5.82 Million - $6.83 Million	50,227 Added 7.12%	755,986 $90.1 Million
Q4 2020 Feb 12, 2021	BUY	$95.53 - $123.94 $6.91 Million - $8.96 Million	72,330 Added 11.42%	705,759 $83.5 Million
Q3 2020 Nov 09, 2020	SELL	$84.72 - $100.04 $1.31 Million - $1.55 Million	-15,480 Reduced 2.39%	633,429 $61.2 Million
Q2 2020 Aug 13, 2020	BUY	$60.12 - $84.27 $1.07 Million - $1.5 Million	17,808 Added 2.82%	648,909 $54.4 Million
Q1 2020 May 14, 2020	SELL	$55.38 - $87.86 $60,142 - $95,415	-1,086 Reduced 0.17%	631,101 $39.8 Million
Q4 2019 Feb 14, 2020	SELL	$73.7 - $81.01 $535,946 - $589,104	-7,272 Reduced 1.14%	632,187 $50.8 Million
Q3 2019 Nov 13, 2019	SELL	$75.25 - $81.43 $4.55 Million - $4.93 Million	-60,506 Reduced 8.64%	639,459 $48.5 Million
Q2 2019 Aug 09, 2019	BUY	$72.75 - $79.33 $1.73 Million - $1.88 Million	23,717 Added 3.51%	699,965 $54.5 Million
Q1 2019 May 08, 2019	SELL	$60.37 - $75.56 $990,249 - $1.24 Million	-16,403 Reduced 2.37%	676,248 $50.6 Million
Q4 2018 Feb 07, 2019	BUY	$57.83 - $74.02 $798,979 - $1.02 Million	13,816 Added 2.04%	692,651 $43 Million
Q3 2018 Nov 14, 2018	BUY	$70.34 - $75.93 $2 Million - $2.16 Million	28,442 Added 4.37%	678,835 $50.4 Million
Q2 2018 Aug 14, 2018	BUY	$66.81 - $74.52 $1.99 Million - $2.22 Million	29,756 Added 4.79%	650,393 $46.5 Million
Q1 2018 May 15, 2018	BUY	$67.44 - $74.54 $1.61 Million - $1.78 Million	23,908 Added 4.01%	620,637 $42.5 Million
Q4 2017 Feb 14, 2018	BUY	$64.26 - $68.69 $3.7 Million - $3.95 Million	57,568 Added 10.68%	596,729 $40.7 Million
Q3 2017 Nov 14, 2017	BUY	$62.79 - $63.85 $2.37 Million - $2.41 Million	37,732 Added 7.52%	539,161 $34.4 Million
Q2 2017 Aug 14, 2017	BUY	N/A	501,429	501,429 $29.9 Million

Others Institutions Holding FPX

# of Institutions

200

Shares Held

3.26M

Call Options Held

Put Options Held

View Full List

About FIRST TRUST US EQUITY OPPORTUN

Ticker FPX
Sector ETFs
Industry ETFs

More about FPX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Account

Lpl Financial LLC First Trust Us Equity Opportun Transaction History