Tcfg Wealth Management, LLC First Trust Us Equity Opportun Transaction History
Tcfg Wealth Management, LLC
- $221 Billion
- Q2 2025
A detailed history of Tcfg Wealth Management, LLC transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 3,472 shares of FPX stock, worth $522,813. This represents 0.23% of its overall portfolio holdings.
Number of Shares
3,472
Previous 3,559
2.44%
Holding current value
$522,813
Previous $398 Million
26.51%
% of portfolio
0.23%
Previous 0.2%
Shares
3 transactions
Others Institutions Holding FPX
# of Institutions
190Shares Held
3.41MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY588KShares$88.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC390KShares$58.7 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA287KShares$43.2 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC139KShares$20.9 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL122KShares$18.3 Million0.01% of portfolio