Parisi Gray Wealth Management First Trust Us Equity Opportun Transaction History

Parisi Gray Wealth Management

$310 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 May 11, 2018	SELL	$67.44 - $74.54 $27,717 - $30,635	-411 Closed	0 $0
Q4 2017 Feb 13, 2018	BUY	$64.26 - $68.69 $26,410 - $28,231	411	411 $28,000

Others Institutions Holding FPX

# of Institutions

200

Shares Held

3.26M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

570K
Shares

$74.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

277K
Shares

$36.4 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

255K
Shares

$33.5 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

142K
Shares

$18.7 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

119K
Shares

$15.6 Million
0.01% of portfolio

About FIRST TRUST US EQUITY OPPORTUN

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