Swan Capital LLC First Trust Us Equity Opportun Transaction History

Swan Capital LLC

$217 Billion
Q1 2025

A detailed history of Swan Capital LLC transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Swan Capital LLC holds 27 shares of FPX stock, worth $3,682. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$3,682

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 23, 2025	BUY	$106.21 - $143.53 $2,867 - $3,875	27 New	27 $3.02 Million

Others Institutions Holding FPX

# of Institutions

184

Shares Held

3.43M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

588K
Shares

$80.1 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

390K
Shares

$53.2 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

287K
Shares

$39.1 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

139K
Shares

$18.9 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

122K
Shares

$16.6 Million
0.01% of portfolio

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About FIRST TRUST US EQUITY OPPORTUN

Ticker FPX
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