Twin Peaks Wealth Advisors, LLC First Trust Us Equity Opportun Transaction History

Twin Peaks Wealth Advisors, LLC

$309 Billion
Q2 2025

A detailed history of Twin Peaks Wealth Advisors, LLC transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Twin Peaks Wealth Advisors, LLC holds 37,326 shares of FPX stock, worth $5.74 Million. This represents 1.88% of its overall portfolio holdings.

Number of Shares

37,326

Previous 38,769 3.72%

Holding current value

$5.74 Million

Previous $4.29 Billion 35.24%

% of portfolio

1.88%

Previous 1.95%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$99.2 - $144.91 $143,145 - $209,105	-1,443 Reduced 3.72%	37,326 $5.8 Billion
Q1 2025 Apr 16, 2025	SELL	$106.21 - $143.53 $140,515 - $189,890	-1,323 Reduced 3.3%	38,769 $4.29 Billion
Q4 2024 Feb 04, 2025	SELL	$109.38 - $131.9 $211,869 - $255,490	-1,937 Reduced 4.61%	40,092 $4.79 Billion
Q3 2024 Oct 25, 2024	SELL	$92.33 - $110.55 $116,705 - $139,735	-1,264 Reduced 2.92%	42,029 $4.63 Billion
Q2 2024 Jul 31, 2024	SELL	$95.7 - $105.15 $87,469 - $96,107	-914 Reduced 2.07%	43,293 $4.3 Billion
Q1 2024 Apr 23, 2024	SELL	$90.56 - $106.61 $246,142 - $289,765	-2,718 Reduced 5.79%	44,207 $4.68 Billion
Q4 2023 Jan 17, 2024	BUY	$76.32 - $97.15 $3.58 Million - $4.56 Million	46,925 New	46,925 $4.5 Billion

Others Institutions Holding FPX

# of Institutions

197

Shares Held

3.4M

Call Options Held

1.5K

Put Options Held

View Full List

About FIRST TRUST US EQUITY OPPORTUN

Ticker FPX
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Twin Peaks Wealth Advisors, LLC First Trust Us Equity Opportun Transaction History