Nelson, Van Denburg & Campbell Wealth Management Group, LLC First Trust Us Equity Opportun Transaction History

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.25 Billion
Q2 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 19, 2023	BUY	$79.22 - $88.8 $79 - $88	1 Added 0.12%	810 $71,000
Q1 2023 May 10, 2023	BUY	$76.89 - $87.96 $76 - $87	1 Added 0.12%	809 $67,000
Q4 2022 Feb 14, 2023	SELL	$77.07 - $87.65 $176,875 - $201,156	-2,295 Reduced 73.96%	808 $63,000
Q3 2022 Oct 26, 2022	BUY	$80.29 - $94.86 $321 - $379	4 Added 0.13%	3,103 $251,000
Q2 2022 Aug 10, 2022	BUY	$79.92 - $110.92 $479 - $665	6 Added 0.19%	3,099 $254,000
Q1 2022 May 13, 2022	BUY	$95.18 - $121.69 $190 - $243	2 Added 0.06%	3,093 $337,000
Q3 2021 Nov 02, 2021	BUY	$120.0 - $131.29 $370,920 - $405,817	3,091 New	3,091 $381,000

Others Institutions Holding FPX

# of Institutions

169

Shares Held

3.18M

Call Options Held

Put Options Held

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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