Pinnacle Family Advisors, LLC First Trust Us Equity Opportun Transaction History

Pinnacle Family Advisors, LLC

$183 Million
Q4 2024

A detailed history of Pinnacle Family Advisors, LLC transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 3,823 shares of FPX stock, worth $431,616. This represents 0.25% of its overall portfolio holdings.

Number of Shares

3,823

Holding current value

$431,616

% of portfolio

0.25%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$109.38 - $131.9 $418,159 - $504,253	3,823 New	3,823 $456,000
Q1 2024 May 15, 2024	BUY	$90.56 - $106.61 $619,068 - $728,785	6,836 New	6,836 $723,000
Q1 2022 May 16, 2022	SELL	$95.18 - $121.69 $178,843 - $228,655	-1,879 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$116.17 - $136.03 $14,985 - $17,547	129 Added 7.37%	1,879 $230,000
Q4 2020 Feb 16, 2021	BUY	$95.53 - $123.94 $167,177 - $216,895	1,750 New	1,750 $207,000
Q4 2019 Feb 14, 2020	SELL	$73.7 - $81.01 $239,893 - $263,687	-3,255 Closed	0 $0
Q3 2019 Nov 14, 2019	SELL	$75.25 - $81.43 $186,243 - $201,539	-2,475 Reduced 43.19%	3,255 $247,000
Q2 2019 Aug 14, 2019	BUY	$72.75 - $79.33 $180,638 - $196,976	2,483 Added 76.47%	5,730 $446,000
Q1 2019 May 15, 2019	BUY	$60.37 - $75.56 $60 - $75	1 Added 0.03%	3,247 $243,000
Q4 2018 Feb 14, 2019	BUY	$57.83 - $74.02 $187,716 - $240,268	3,246 New	3,246 $201,000

Others Institutions Holding FPX

# of Institutions

200

Shares Held

3.26M

Call Options Held

Put Options Held

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About FIRST TRUST US EQUITY OPPORTUN

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Pinnacle Family Advisors, LLC First Trust Us Equity Opportun Transaction History