Patriot Financial Group Insurance Agency, LLC First Trust Us Equity Opportun Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$95.18 - $121.69 $2,379 - $3,042	-25 Closed	0 $0
Q1 2021 Apr 29, 2021	BUY	$115.9 - $135.98 $2,897 - $3,399	25 New	25 $3,000

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

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