Nations Financial Group Inc, First Trust Us Equity Opportun Transaction History

Nations Financial Group Inc,

$1.34 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 05, 2020	SELL	$73.7 - $81.01 $565,721 - $621,832	-7,676 Closed	0 $0
Q3 2019 Nov 08, 2019	BUY	$75.25 - $81.43 $43,344 - $46,903	576 Added 8.11%	7,676 $590,000
Q2 2019 Aug 13, 2019	BUY	$72.75 - $79.33 $37,902 - $41,330	521 Added 7.92%	7,100 $553,000
Q1 2019 May 10, 2019	SELL	$60.37 - $75.56 $965 - $1,208	-16 Reduced 0.24%	6,579 $493,000
Q4 2018 Feb 07, 2019	SELL	$57.83 - $74.02 $3,874 - $4,959	-67 Reduced 1.01%	6,595 $409,000
Q3 2018 Nov 07, 2018	SELL	$70.34 - $75.93 $11,746 - $12,680	-167 Reduced 2.45%	6,662 $495,000
Q2 2018 Aug 09, 2018	SELL	$66.81 - $74.52 $144,109 - $160,739	-2,157 Reduced 24.0%	6,829 $488,000
Q1 2018 May 14, 2018	BUY	$67.44 - $74.54 $66,833 - $73,869	991 Added 12.4%	8,986 $616,000
Q4 2017 Feb 12, 2018	BUY	$64.26 - $68.69 $43,182 - $46,159	672 Added 9.18%	7,995 $546,000
Q3 2017 Nov 13, 2017	BUY	$62.79 - $63.85 $459,811 - $467,573	7,323	7,323 $468,000

Others Institutions Holding FPX

# of Institutions

175

Shares Held

3.13M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

558K
Shares

$68.9 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

292K
Shares

$36 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

261K
Shares

$32.2 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

129K
Shares

$15.9 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

102K
Shares

$12.6 Million
0.03% of portfolio

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