Triton Wealth Management, Pllc First Trust Us Equity Opportun Transaction History

Triton Wealth Management, Pllc

$175 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 10, 2023	SELL	$79.22 - $88.8 $5,307 - $5,949	-67 Reduced 1.65%	4,001 $352,000
Q1 2023 Jun 26, 2023	SELL	$76.89 - $87.96 $52,592 - $60,164	-684 Reduced 14.39%	4,068 $341,000
Q4 2022 Jan 25, 2023	SELL	$77.07 - $87.65 $22,196 - $25,243	-288 Reduced 5.71%	4,752 $0
Q3 2022 Oct 12, 2022	SELL	$80.29 - $94.86 $9,634 - $11,383	-120 Reduced 2.33%	5,040 $433,000
Q2 2022 Aug 04, 2022	SELL	$79.92 - $110.92 $54,505 - $75,647	-682 Reduced 11.67%	5,160 $467,000
Q4 2021 Feb 07, 2022	SELL	$116.17 - $136.03 $48,326 - $56,588	-416 Reduced 6.65%	5,842 $607,000
Q3 2021 Oct 26, 2021	SELL	$120.0 - $131.29 $27,960 - $30,590	-233 Reduced 3.59%	6,258 $818,000
Q2 2021 Aug 13, 2021	SELL	$110.48 - $128.38 $1.7 Million - $1.98 Million	-15,417 Reduced 70.37%	6,491 $831,000
Q1 2021 Apr 19, 2021	BUY	$115.9 - $135.98 $2.54 Million - $2.98 Million	21,908 New	21,908 $2.66 Million

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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