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

Pinnacle Family Advisors, LLC

$162 Million
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

169

Shares Held

3.18M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

569K
Shares

$65.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

336K
Shares

$38.5 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

259K
Shares

$29.7 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

127K
Shares

$14.6 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

115K
Shares

$13.2 Million
0.03% of portfolio

About FIRST TRUST US EQUITY OPPORTUN

Ticker FPX
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pinnacle Family Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pinnacle Family Advisors, LLC with notifications on news.