A detailed history of Spire Wealth Management transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Spire Wealth Management holds 638 shares of FPX stock, worth $78,684. This represents 0.0% of its overall portfolio holdings.

Number of Shares
638
Previous 638 -0.0%
Holding current value
$78,684
Previous $63,000 11.11%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 09, 2023

SELL
$79.22 - $88.8 $38,580 - $43,245
-487 Reduced 43.29%
638 $56,000
Q1 2023

May 09, 2023

BUY
$76.89 - $87.96 $9,380 - $10,731
122 Added 12.16%
1,125 $94,000
Q4 2022

Feb 03, 2023

BUY
$77.07 - $87.65 $5,934 - $6,749
77 Added 8.32%
1,003 $79,000
Q3 2022

Nov 07, 2022

SELL
$80.29 - $94.86 $18,145 - $21,438
-226 Reduced 19.62%
926 $75,000
Q2 2022

Jul 22, 2022

SELL
$79.92 - $110.92 $371,867 - $516,110
-4,653 Reduced 80.16%
1,152 $95,000
Q1 2022

Apr 18, 2022

SELL
$95.18 - $121.69 $20,939 - $26,771
-220 Reduced 3.65%
5,805 $633,000
Q4 2021

Jan 14, 2022

SELL
$116.17 - $136.03 $144,747 - $169,493
-1,246 Reduced 17.14%
6,025 $738,000
Q3 2021

Oct 22, 2021

SELL
$120.0 - $131.29 $108,960 - $119,211
-908 Reduced 11.1%
7,271 $897,000
Q2 2021

Jul 26, 2021

BUY
$110.48 - $128.38 $150,805 - $175,238
1,365 Added 20.03%
8,179 $1.04 Million
Q1 2021

May 21, 2021

BUY
$115.9 - $135.98 $789,742 - $926,567
6,814 New
6,814 $812,000

Others Institutions Holding FPX

About FIRST TRUST US EQUITY OPPORTUN


  • Ticker FPX
  • Sector ETFs
  • Industry ETFs
More about FPX
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