My Legacy Advisors, LLC First Trust Us Equity Opportun Transaction History

My Legacy Advisors, LLC

$275 Million
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 12, 2022	SELL	$79.92 - $110.92 $167,672 - $232,710	-2,098 Closed	0 $0
Q1 2022 Apr 07, 2022	BUY	$95.18 - $121.69 $199,687 - $255,305	2,098 New	2,098 $229,000

Others Institutions Holding FPX

# of Institutions

173

Shares Held

3.52M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

583K
Shares

$58.5 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

339K
Shares

$34 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

260K
Shares

$26.1 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

130K
Shares

$13 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

127K
Shares

$12.7 Million
0.0% of portfolio

About FIRST TRUST US EQUITY OPPORTUN

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