A detailed history of Tyler Stone Wealth Management transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Tyler Stone Wealth Management holds 2,971 shares of FPX stock, worth $379,634. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,971
Previous 1,486 99.93%
Holding current value
$379,634
Previous $147,000 122.45%
% of portfolio
0.06%
Previous 0.06%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$92.33 - $110.55 $137,110 - $164,166
1,485 Added 99.93%
2,971 $327,000
Q1 2024

May 15, 2024

BUY
$90.56 - $106.61 $90 - $106
1 Added 0.07%
1,486 $157,000
Q2 2023

Aug 14, 2023

BUY
$79.22 - $88.8 $79 - $88
1 Added 0.07%
1,485 $131,000
Q4 2022

Feb 14, 2023

BUY
$77.07 - $87.65 $231 - $262
3 Added 0.2%
1,484 $117,000
Q3 2022

Nov 14, 2022

BUY
$80.29 - $94.86 $80 - $94
1 Added 0.07%
1,481 $120,000
Q2 2022

Aug 11, 2022

BUY
$79.92 - $110.92 $79 - $110
1 Added 0.07%
1,480 $122,000
Q4 2021

Feb 22, 2022

BUY
$116.17 - $136.03 $171,815 - $201,188
1,479 New
1,479 $181,000

Others Institutions Holding FPX

About FIRST TRUST US EQUITY OPPORTUN


  • Ticker FPX
  • Sector ETFs
  • Industry ETFs
More about FPX
Track This Portfolio

Track Tyler Stone Wealth Management Portfolio

Follow Tyler Stone Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tyler Stone Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Tyler Stone Wealth Management with notifications on news.