Sowell Financial Services LLC First Trust Us Equity Opportun Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 05, 2021	SELL	$110.48 - $128.38 $22,316 - $25,932	-202 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$115.9 - $135.98 $231 - $271	2 Added 1.0%	202 $24,000
Q3 2020 Nov 12, 2020	SELL	$84.72 - $100.04 $11,013 - $13,005	-130 Reduced 39.39%	200 $19,000
Q2 2020 Aug 13, 2020	BUY	$60.12 - $84.27 $1,563 - $2,191	26 Added 8.55%	330 $28,000
Q4 2019 Feb 07, 2020	SELL	$73.7 - $81.01 $19,162 - $21,062	-260 Reduced 46.1%	304 $24,000
Q3 2019 Nov 14, 2019	BUY	$75.25 - $81.43 $42,441 - $45,926	564 New	564 $43,000
Q4 2018 Mar 05, 2019	SELL	$57.83 - $74.02 $4.27 Million - $5.47 Million	-73,859 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$70.34 - $75.93 $5.2 Million - $5.61 Million	73,859 New	73,859 $4.63 Million

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

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