Wealth Enhancement Advisory Services, LLC First Trust Us Equity Opportun Transaction History

Wealth Enhancement Advisory Services, LLC

  • $55.6 Billion
  • Q2 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 26,087 shares of FPX stock, worth $4.36 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
26,087
Previous 26,518 1.63%
Holding current value
$4.36 Million
Previous $2.96 Million 27.57%
% of portfolio
0.01%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
SELL
$99.2 - $144.91 $42,755 - $62,456
-431 Reduced 1.63%
26,087 $3.78 Million
Q1 2025

Apr 16, 2025
SELL
$106.21 - $143.53 $100,793 - $136,209
-949 Reduced 3.46%
26,518 $2.96 Million
Q4 2024

Mar 17, 2025
SELL
$109.38 - $131.9 $101,942 - $122,930
-932 Reduced 3.28%
27,467 $3.28 Million
Q4 2024

Jan 10, 2025
BUY
$109.38 - $131.9 $109 - $131
1 Added 0.0%
28,399 $3.39 Million
Q3 2024

Oct 23, 2024
SELL
$92.33 - $110.55 $418,993 - $501,675
-4,538 Reduced 13.78%
28,398 $3.13 Million
Q2 2024

Jul 16, 2024
SELL
$95.7 - $105.15 $2.52 Million - $2.77 Million
-26,357 Reduced 44.45%
32,936 $3.27 Million
Q1 2024

Apr 15, 2024
SELL
$90.56 - $106.61 $670,144 - $788,914
-7,400 Reduced 11.1%
59,293 $6.27 Million
Q4 2023

Jan 30, 2024
BUY
$76.32 - $97.15 $490,737 - $624,674
6,430 Added 10.67%
66,693 $6.4 Million
Q3 2023

Nov 13, 2023
BUY
$81.38 - $95.44 $4.9 Million - $5.75 Million
60,263 New
60,263 $5.06 Million

Others Institutions Holding FPX

# of Institutions
201
Shares Held
3.43M
Call Options Held
1.5K
Put Options Held
0
View Full List

About FIRST TRUST US EQUITY OPPORTUN

FPX Quotes by TradingView
  • Ticker FPX
  • Sector ETFs
  • Industry ETFs
More about FPX
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC 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 Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email