Wealth Quarterback LLC First Trust Us Equity Opportun Transaction History

Wealth Quarterback LLC

$192 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 17, 2020	SELL	$60.12 - $84.27 $6,012 - $8,427	-100 Closed	0 $0
Q1 2020 May 14, 2020	BUY	$55.38 - $87.86 $5,538 - $8,786	100 New	100 $6,000

Others Institutions Holding FPX

# of Institutions

175

Shares Held

3.13M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

558K
Shares

$71.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

292K
Shares

$37.5 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

261K
Shares

$33.6 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

129K
Shares

$16.6 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

102K
Shares

$13.2 Million
0.03% of portfolio

About FIRST TRUST US EQUITY OPPORTUN

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