Northwest Financial Advisors First Trust Us Equity Opportun Transaction History

Northwest Financial Advisors

$121 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 07, 2024	BUY	$76.32 - $97.15 $36,328 - $46,243	476 New	476 $45.7 Million

Others Institutions Holding FPX

# of Institutions

187

Shares Held

3.29M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

558K
Shares

$75.3 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

292K
Shares

$39.4 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

261K
Shares

$35.2 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

129K
Shares

$17.4 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

119K
Shares

$16 Million
0.01% of portfolio

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