Srs Capital Advisors, Inc. First Trust Us Equity Opportun Transaction History

Srs Capital Advisors, Inc.

$977 Million
Q2 2024

A detailed history of Srs Capital Advisors, Inc. transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 91,275 shares of FPX stock, worth $9.98 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

91,275

Previous 92,733 1.57%

Holding current value

$9.98 Million

Previous $9.81 Million 7.59%

% of portfolio

0.93%

Previous 1.09%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	SELL	$95.7 - $105.15 $139,530 - $153,308	-1,458 Reduced 1.57%	91,275 $9.07 Million
Q1 2024 May 14, 2024	SELL	$90.56 - $106.61 $23,183 - $27,292	-256 Reduced 0.28%	92,733 $9.81 Million
Q4 2023 Feb 06, 2024	BUY	$76.32 - $97.15 $39,686 - $50,518	520 Added 0.56%	92,989 $8.92 Million
Q3 2023 Nov 14, 2023	BUY	$81.38 - $95.44 $280,923 - $329,458	3,452 Added 3.88%	92,469 $7.77 Million
Q2 2023 Aug 14, 2023	BUY	$79.22 - $88.8 $170,481 - $191,097	2,152 Added 2.48%	89,017 $7.85 Million
Q1 2023 May 16, 2023	BUY	$76.89 - $87.96 $231,054 - $264,319	3,005 Added 3.58%	86,865 $7.3 Million
Q4 2022 Feb 24, 2023	BUY	$77.07 - $87.65 $987,574 - $1.12 Million	12,814 Added 18.04%	83,860 $6.6 Million
Q3 2022 Nov 03, 2022	BUY	$80.29 - $94.86 $1.14 Million - $1.35 Million	14,192 Added 24.96%	71,046 $5.76 Million
Q2 2022 Aug 22, 2022	BUY	$79.92 - $110.92 $423,815 - $588,208	5,303 Added 10.29%	56,854 $4.67 Million
Q1 2022 May 12, 2022	SELL	$95.18 - $121.69 $385,288 - $492,601	-4,048 Reduced 7.28%	51,551 $5.62 Million
Q4 2021 Feb 08, 2022	BUY	$116.17 - $136.03 $119,887 - $140,382	1,032 Added 1.89%	55,599 $6.81 Million
Q3 2021 Nov 05, 2021	BUY	$120.0 - $131.29 $337,320 - $369,056	2,811 Added 5.43%	54,567 $6.73 Million
Q2 2021 Aug 02, 2021	BUY	$110.48 - $128.38 $5.72 Million - $6.64 Million	51,756 New	51,756 $6.6 Million

Others Institutions Holding FPX

# of Institutions

165

Shares Held

3.19M

Call Options Held

Put Options Held

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About FIRST TRUST US EQUITY OPPORTUN

Ticker FPX
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Srs Capital Advisors, Inc. First Trust Us Equity Opportun Transaction History