Resources Investment Advisors, Llc. First Trust Us Equity Opportun Transaction History

Resources Investment Advisors, Llc.

$8.37 Billion
Q2 2025

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 05, 2022	SELL	$95.18 - $121.69 $178,081 - $227,681	-1,871 Closed	0 $0
Q4 2021 Feb 23, 2022	SELL	$116.17 - $136.03 $31,249 - $36,592	-269 Reduced 12.57%	1,871 $229,000
Q3 2021 Nov 05, 2021	SELL	$120.0 - $131.29 $66,120 - $72,340	-551 Reduced 20.48%	2,140 $264,000
Q2 2021 Aug 09, 2021	BUY	$110.48 - $128.38 $38,447 - $44,676	348 Added 14.85%	2,691 $343,000
Q1 2021 May 10, 2021	SELL	$115.9 - $135.98 $23,064 - $27,060	-199 Reduced 7.83%	2,343 $279,000
Q4 2020 Feb 08, 2021	SELL	$95.53 - $123.94 $34,008 - $44,122	-356 Reduced 12.28%	2,542 $300,000
Q3 2020 Oct 09, 2020	SELL	$84.72 - $100.04 $10,251 - $12,104	-121 Reduced 4.01%	2,898 $280,000
Q2 2020 Aug 14, 2020	SELL	$60.12 - $84.27 $17,074 - $23,932	-284 Reduced 8.6%	3,019 $252,000
Q1 2020 May 14, 2020	SELL	$55.38 - $87.86 $49,122 - $77,931	-887 Reduced 21.17%	3,303 $208,000
Q4 2019 Feb 07, 2020	BUY	$73.7 - $81.01 $26,974 - $29,649	366 Added 9.57%	4,190 $336,000
Q3 2019 Nov 08, 2019	SELL	$75.25 - $81.43 $9,857 - $10,667	-131 Reduced 3.31%	3,824 $289,000
Q2 2019 Aug 12, 2019	BUY	$72.75 - $79.33 $84,317 - $91,943	1,159 Added 41.45%	3,955 $0
Q1 2019 May 10, 2019	SELL	$60.37 - $75.56 $272,389 - $340,926	-4,512 Reduced 61.74%	2,796 $0
Q4 2018 Feb 12, 2019	BUY	$57.83 - $74.02 $422,621 - $540,938	7,308 New	7,308 $454,000

Others Institutions Holding FPX

# of Institutions

194

Shares Held

3.36M

Call Options Held

1.5K

Put Options Held

0

Morgan Stanley New York, NY

588K
Shares

$90.5 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

390K
Shares

$60.1 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

287K
Shares

$44.2 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

139K
Shares

$21.4 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

122K
Shares

$18.7 Million
0.01% of portfolio

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