Tanglewood Legacy Advisors, LLC First Trust Us Equity Opportun Transaction History

Tanglewood Legacy Advisors, LLC

$212 Billion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 13, 2023	BUY	$77.07 - $87.65 $29,671 - $33,745	385 New	385 $30.3 Million

Others Institutions Holding FPX

# of Institutions

165

Shares Held

3.19M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

569K
Shares

$62.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

336K
Shares

$36.9 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

259K
Shares

$28.4 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

127K
Shares

$14 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

115K
Shares

$12.7 Million
0.03% of portfolio

About FIRST TRUST US EQUITY OPPORTUN

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