Stifel Financial Corp First Trust Us Equity Opportun Transaction History

Stifel Financial Corp

$93.7 Billion
Q4 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 15,711 shares of FPX stock, worth $1.77 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

15,711

Previous 13,607 15.46%

Holding current value

$1.77 Million

Previous $1.5 Million 25.22%

% of portfolio

0.0%

Previous 0.0%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$109.38 - $131.9 $230,135 - $277,517	2,104 Added 15.46%	15,711 $1.88 Million
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

200

Shares Held

3.26M

Call Options Held

Put Options Held

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Stifel Financial Corp First Trust Us Equity Opportun Transaction History