Wealthcare Advisory Partners LLC First Trust Us Equity Opportun Transaction History

Wealthcare Advisory Partners LLC

$3.43 Billion
Q3 2024

Shares

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 17, 2023	BUY	$79.22 - $88.8 $63,455 - $71,128	801 Added 32.87%	3,238 $285,000
Q1 2023 May 04, 2023	BUY	$76.89 - $87.96 $187,380 - $214,358	2,437 New	2,437 $204,000
Q2 2022 Aug 15, 2022	SELL	$79.92 - $110.92 $182,217 - $252,897	-2,280 Closed	0 $0
Q1 2022 Apr 15, 2022	SELL	$95.18 - $121.69 $28,458 - $36,385	-299 Reduced 11.59%	2,280 $249,000
Q3 2021 Nov 15, 2021	SELL	$120.0 - $131.29 $73,200 - $80,086	-610 Reduced 19.13%	2,579 $318,000
Q1 2021 Apr 30, 2021	BUY	$115.9 - $135.98 $144,063 - $169,023	1,243 Added 63.87%	3,189 $380,000
Q4 2020 Feb 12, 2021	SELL	$95.53 - $123.94 $41,077 - $53,294	-430 Reduced 18.1%	1,946 $230,000
Q3 2020 Oct 29, 2020	BUY	$84.72 - $100.04 $201,294 - $237,695	2,376 New	2,376 $230,000
Q2 2020 Jul 29, 2020	SELL	$60.12 - $84.27 $145,791 - $204,354	-2,425 Closed	0 $0
Q1 2020 Apr 29, 2020	BUY	$55.38 - $87.86 $3,212 - $5,095	58 Added 2.45%	2,425 $153,000
Q4 2019 Jan 29, 2020	BUY	$73.7 - $81.01 $147 - $162	2 Added 0.08%	2,367 $190,000
Q3 2019 Oct 17, 2019	BUY	$75.25 - $81.43 $64,188 - $69,459	853 Added 56.42%	2,365 $179,000
Q2 2019 Jul 30, 2019	BUY	$72.75 - $79.33 $36,520 - $39,823	502 Added 49.7%	1,512 $118,000
Q4 2018 Feb 14, 2019	BUY	$57.83 - $74.02 $173 - $222	3 Added 0.3%	1,010 $63,000
Q3 2018 Nov 14, 2018	BUY	$70.34 - $75.93 $70 - $75	1 Added 0.1%	1,007 $75,000
Q2 2018 Aug 14, 2018	BUY	$66.81 - $74.52 $200 - $223	3 Added 0.3%	1,006 $72,000
Q1 2018 May 15, 2018	BUY	$67.44 - $74.54 $67 - $74	1 Added 0.1%	1,003 $69,000
Q4 2017 Feb 14, 2018	BUY	$64.26 - $68.69 $64,388 - $68,827	1,002	1,002 $68,000

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

$68.1 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

292K
Shares

$35.6 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

261K
Shares

$31.9 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

129K
Shares

$15.8 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

102K
Shares

$12.5 Million
0.03% of portfolio

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