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

Nelson, Van Denburg & Campbell Wealth Management Group, LLC

$2.42 Billion
Q3 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

175

Shares Held

3.13M

Call Options Held

Put Options Held

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

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 Nelson, Van Denburg & Campbell Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Nelson, Van Denburg & Campbell Wealth Management Group, LLC with notifications on news.

Account