Willner & Heller, LLC First Trust Us Equity Opportun Transaction History

Willner & Heller, LLC

$87.7 Million
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Jul 05, 2022	SELL	$95.18 - $121.69 $166,374 - $212,714	-1,748 Closed	0 $0
Q4 2021 Jun 06, 2022	BUY	$116.17 - $136.03 $203,065 - $237,780	1,748 New	1,748 $216,000

Others Institutions Holding FPX

# of Institutions

173

Shares Held

3.52M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

583K
Shares

$58.5 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

339K
Shares

$34 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

260K
Shares

$26.1 Million
0.01% of portfolio
Cetera Investment Advisers Schaumburg, IL

130K
Shares

$13 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

127K
Shares

$12.7 Million
0.0% of portfolio

About FIRST TRUST US EQUITY OPPORTUN

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