Wealthcare Advisory Partners LLC First Trust Us Equity Opportun Transaction History

Wealthcare Advisory Partners LLC

$3.14 Billion
Q2 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

169

Shares Held

3.18M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

569K
Shares

$65.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

336K
Shares

$38.5 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

259K
Shares

$29.7 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

127K
Shares

$14.6 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

115K
Shares

$13.2 Million
0.03% of portfolio

About FIRST TRUST US EQUITY OPPORTUN

Ticker FPX
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthcare Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Advisory Partners LLC with notifications on news.