Stifel Financial Corp First Trust Us Equity Opportun Transaction History

Stifel Financial Corp

$93.2 Billion
Q3 2024

A detailed history of Stifel Financial Corp transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Stifel Financial Corp holds 13,607 shares of FPX stock, worth $1.65 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

13,607

Previous 10,099 34.74%

Holding current value

$1.65 Million

Previous $1 Million 49.45%

% of portfolio

0.0%

Previous 0.0%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$92.33 - $110.55 $323,893 - $387,809	3,508 Added 34.74%	13,607 $1.5 Million
Q2 2024 Aug 13, 2024	SELL	$95.7 - $105.15 $607,120 - $667,071	-6,344 Reduced 38.58%	10,099 $1 Million
Q1 2024 May 13, 2024	BUY	$90.56 - $106.61 $58,320 - $68,656	644 Added 4.08%	16,443 $1.74 Million
Q4 2023 Feb 12, 2024	SELL	$76.32 - $97.15 $1.08 Million - $1.37 Million	-14,097 Reduced 47.15%	15,799 $1.51 Million
Q3 2023 Nov 13, 2023	BUY	$81.38 - $95.44 $49,804 - $58,409	612 Added 2.09%	29,896 $2.51 Million
Q2 2023 Aug 14, 2023	SELL	$79.22 - $88.8 $21,627 - $24,242	-273 Reduced 0.92%	29,284 $2.58 Million
Q1 2023 May 12, 2023	SELL	$76.89 - $87.96 $76,044 - $86,992	-989 Reduced 3.24%	29,557 $2.48 Million
Q4 2022 Feb 13, 2023	SELL	$77.07 - $87.65 $98,187 - $111,666	-1,274 Reduced 4.0%	30,546 $2.4 Million
Q3 2022 Nov 14, 2022	SELL	$80.29 - $94.86 $63,268 - $74,749	-788 Reduced 2.42%	31,820 $2.58 Million
Q2 2022 Aug 15, 2022	SELL	$79.92 - $110.92 $4.63 Million - $6.43 Million	-57,930 Reduced 63.98%	32,608 $2.68 Million
Q1 2022 May 13, 2022	SELL	$95.18 - $121.69 $43,877 - $56,099	-461 Reduced 0.51%	90,538 $9.88 Million
Q4 2021 Feb 14, 2022	SELL	$116.17 - $136.03 $727,224 - $851,547	-6,260 Reduced 6.44%	90,999 $11.2 Million
Q3 2021 Nov 15, 2021	BUY	$120.0 - $131.29 $4.06 Million - $4.44 Million	33,829 Added 53.33%	97,259 $12 Million
Q2 2021 Aug 13, 2021	BUY	$110.48 - $128.38 $66,840 - $77,669	605 Added 0.96%	63,430 $8.09 Million
Q1 2021 May 14, 2021	BUY	$115.9 - $135.98 $371,111 - $435,407	3,202 Added 5.37%	62,825 $7.49 Million
Q4 2020 Feb 12, 2021	BUY	$95.53 - $123.94 $269,394 - $349,510	2,820 Added 4.96%	59,623 $7.05 Million
Q3 2020 Nov 16, 2020	SELL	$84.72 - $100.04 $138,178 - $163,165	-1,631 Reduced 2.79%	56,803 $5.49 Million
Q2 2020 Aug 14, 2020	BUY	$60.12 - $84.27 $79,538 - $111,489	1,323 Added 2.32%	58,434 $4.9 Million
Q1 2020 May 14, 2020	BUY	$55.38 - $87.86 $41,091 - $65,192	742 Added 1.32%	57,111 $3.6 Million
Q4 2019 Feb 13, 2020	BUY	$73.7 - $81.01 $804,288 - $884,062	10,913 Added 24.01%	56,369 $4.52 Million
Q3 2019 Nov 13, 2019	BUY	$75.25 - $81.43 $241,025 - $260,820	3,203 Added 7.58%	45,456 $3.45 Million
Q2 2019 Aug 14, 2019	BUY	$72.75 - $79.33 $185,221 - $201,974	2,546 Added 6.41%	42,253 $3.29 Million
Q1 2019 May 14, 2019	BUY	$60.37 - $75.56 $23,604 - $29,543	391 Added 0.99%	39,707 $2.96 Million
Q4 2018 Feb 13, 2019	BUY	$57.83 - $74.02 $125,838 - $161,067	2,176 Added 5.86%	39,316 $2.44 Million
Q3 2018 Nov 13, 2018	BUY	$70.34 - $75.93 $92,286 - $99,620	1,312 Added 3.66%	37,140 $2.76 Million
Q2 2018 Aug 14, 2018	BUY	$66.81 - $74.52 $134,087 - $149,561	2,007 Added 5.93%	35,828 $2.56 Million
Q1 2018 May 11, 2018	BUY	$67.44 - $74.54 $90,571 - $100,107	1,343 Added 4.14%	33,821 $2.32 Million
Q4 2017 Feb 14, 2018	BUY	$64.26 - $68.69 $49,030 - $52,410	763 Added 2.41%	32,478 $2.22 Million
Q3 2017 Nov 13, 2017	BUY	$62.79 - $63.85 $1.99 Million - $2.03 Million	31,715	31,715 $0

Others Institutions Holding FPX

# of Institutions

175

Shares Held

3.13M

Call Options Held

Put Options Held

View Full List

About FIRST TRUST US EQUITY OPPORTUN

Ticker FPX
Sector ETFs
Industry ETFs

More about FPX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Stifel Financial Corp, based on Form 13F filings with the SEC.

News

Stay updated on Stifel Financial Corp with notifications on news.

Account

Stifel Financial Corp First Trust Us Equity Opportun Transaction History