Pcg Wealth Advisors, LLC First Trust Us Equity Opportun Transaction History

Pcg Wealth Advisors, LLC

  • $257 Million
  • Q4 2024

A detailed history of Pcg Wealth Advisors, LLC transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Pcg Wealth Advisors, LLC holds 8,115 shares of FPX stock, worth $1.05 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
8,115
Previous 8,148 0.41%
Holding current value
$1.05 Million
Previous $897,000 8.03%
% of portfolio
0.38%
Previous 0.36%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
SELL
$109.38 - $131.9 $3,609 - $4,352
-33 Reduced 0.41%
8,115 $969,000
Q3 2024

Oct 15, 2024
SELL
$92.33 - $110.55 $4,801 - $5,748
-52 Reduced 0.63%
8,148 $897,000
Q2 2024

Jul 15, 2024
SELL
$95.7 - $105.15 $2,009 - $2,208
-21 Reduced 0.26%
8,200 $814,000
Q1 2024

Apr 19, 2024
SELL
$90.56 - $106.61 $100,612 - $118,443
-1,111 Reduced 11.91%
8,221 $869,000
Q4 2023

Jan 29, 2024
SELL
$76.32 - $97.15 $41,518 - $52,849
-544 Reduced 5.51%
9,332 $894,000
Q3 2023

Oct 19, 2023
SELL
$81.38 - $95.44 $39,469 - $46,288
-485 Reduced 4.68%
9,876 $829,000
Q2 2023

Jul 20, 2023
SELL
$79.22 - $88.8 $122,791 - $137,640
-1,550 Reduced 13.01%
10,361 $913,000
Q1 2023

May 08, 2023
SELL
$76.89 - $87.96 $174,232 - $199,317
-2,266 Reduced 15.98%
11,911 $1 Million
Q4 2022

Feb 13, 2023
SELL
$77.07 - $87.65 $1.71 Million - $1.95 Million
-22,245 Reduced 61.08%
14,177 $1.12 Million
Q3 2022

Oct 12, 2022
BUY
$80.29 - $94.86 $1.36 Million - $1.61 Million
16,991 Added 87.44%
36,422 $2.95 Million
Q2 2022

Jul 13, 2022
SELL
$79.92 - $110.92 $55,864 - $77,533
-699 Reduced 3.47%
19,431 $1.6 Million
Q1 2022

Apr 22, 2022
SELL
$95.18 - $121.69 $1.44 Million - $1.84 Million
-15,110 Reduced 42.88%
20,130 $2.2 Million
Q4 2021

Feb 10, 2022
BUY
$116.17 - $136.03 $4.09 Million - $4.79 Million
35,240 New
35,240 $4.32 Million

Others Institutions Holding FPX

# of Institutions
180
Shares Held
3.14M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST US EQUITY OPPORTUN

FPX Quotes by TradingView
  • Ticker FPX
  • Sector ETFs
  • Industry ETFs
More about FPX
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