Smart Portfolios, LLC First Trust Us Equity Opportun Transaction History

Smart Portfolios, LLC

$90.8 Million
Q2 2024

A detailed history of Smart Portfolios, LLC transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Smart Portfolios, LLC holds 2,170 shares of FPX stock, worth $248,595. This represents 0.24% of its overall portfolio holdings.

Number of Shares

2,170

Holding current value

$248,595

% of portfolio

0.24%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 22, 2024	BUY	$95.7 - $105.15 $207,669 - $228,175	2,170 New	2,170 $215,000

Others Institutions Holding FPX

# of Institutions

169

Shares Held

3.18M

Call Options Held

Put Options Held

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

View Full List

About FIRST TRUST US EQUITY OPPORTUN

Ticker FPX
Sector ETFs
Industry ETFs

More about FPX

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Smart Portfolios, LLC First Trust Us Equity Opportun Transaction History