Strategic Wealth Advisors Group, LLC First Trust Us Equity Opportun Transaction History

Strategic Wealth Advisors Group, LLC

$2.33 Billion
Q3 2022

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 16, 2022	SELL	$116.17 - $136.03 $1.44 Million - $1.69 Million	-12,427 Closed	0 $0
Q3 2021 Nov 17, 2021	SELL	$120.0 - $131.29 $53,640 - $58,686	-447 Reduced 3.47%	12,427 $1.53 Million
Q2 2021 Aug 10, 2021	BUY	$110.48 - $128.38 $1.42 Million - $1.65 Million	12,874 New	12,874 $1.64 Million
Q4 2018 Feb 12, 2019	SELL	$57.83 - $74.02 $659,030 - $843,531	-11,396 Closed	0 $0
Q3 2018 Nov 07, 2018	SELL	$70.34 - $75.93 $89,261 - $96,355	-1,269 Reduced 10.02%	11,396 $846,000
Q2 2018 Sep 17, 2018	SELL	$66.81 - $74.52 $699,033 - $779,702	-10,463 Reduced 45.24%	12,665 $893,000
Q1 2018 May 08, 2018	BUY	$67.44 - $74.54 $842,325 - $931,004	12,490 Added 117.41%	23,128 $1.59 Million
Q4 2017 Mar 08, 2018	BUY	$64.26 - $68.69 $4,883 - $5,220	76 Added 0.72%	10,638 $748,000
Q3 2017 Nov 07, 2017	BUY	$62.79 - $63.85 $663,187 - $674,383	10,562	10,562 $674,000

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

About FIRST TRUST US EQUITY OPPORTUN

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