Mercer Global Advisors Inc First Trust Us Equity Opportun Transaction History

Mercer Global Advisors Inc

$39.5 Billion
Q2 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 10, 2022	SELL	$79.92 - $110.92 $55,544 - $77,089	-695 Reduced 17.94%	3,180 $261,000
Q1 2022 May 10, 2022	SELL	$95.18 - $121.69 $39,880 - $50,988	-419 Reduced 9.76%	3,875 $423,000
Q4 2021 Feb 04, 2022	SELL	$116.17 - $136.03 $12,894 - $15,099	-111 Reduced 2.52%	4,294 $526,000
Q3 2021 Nov 10, 2021	SELL	$120.0 - $131.29 $18,480 - $20,218	-154 Reduced 3.38%	4,405 $544,000
Q2 2021 Aug 10, 2021	BUY	$110.48 - $128.38 $662 - $770	6 Added 0.13%	4,559 $581,000
Q1 2021 May 11, 2021	SELL	$115.9 - $135.98 $89,127 - $104,568	-769 Reduced 14.45%	4,553 $542,000
Q4 2020 Feb 12, 2021	SELL	$95.53 - $123.94 $38,689 - $50,195	-405 Reduced 7.07%	5,322 $630,000
Q3 2020 Dec 10, 2020	SELL	$84.72 - $100.04 $15,673 - $18,507	-185 Reduced 3.13%	5,727 $553,000
Q2 2020 Aug 10, 2020	SELL	$60.12 - $84.27 $21,643 - $30,337	-360 Reduced 5.74%	5,912 $495,000
Q1 2020 May 18, 2020	SELL	$55.38 - $87.86 $29,960 - $47,532	-541 Reduced 7.94%	6,272 $395,000
Q4 2019 Feb 13, 2020	SELL	$73.7 - $81.01 $28,006 - $30,783	-380 Reduced 5.28%	6,813 $547,000
Q3 2019 Nov 12, 2019	BUY	$75.25 - $81.43 $10,384 - $11,237	138 Added 1.96%	7,193 $545,000
Q2 2019 Aug 14, 2019	SELL	$72.75 - $79.33 $49,688 - $54,182	-683 Reduced 8.83%	7,055 $550,000
Q1 2019 Apr 23, 2019	SELL	$60.37 - $75.56 $1.83 Million - $2.3 Million	-30,394 Reduced 79.71%	7,738 $579,000
Q1 2019 Apr 12, 2019	BUY	$60.37 - $75.56 $2.3 Million - $2.88 Million	38,132 New	38,132 $818,000

Others Institutions Holding FPX

# of Institutions

169

Shares Held

3.18M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

569K
Shares

$65.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

336K
Shares

$38.5 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

259K
Shares

$29.7 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

127K
Shares

$14.6 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

115K
Shares

$13.2 Million
0.03% of portfolio

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