Appleton Partners Inc First Trust Us Equity Opportun Transaction History

Appleton Partners Inc

$1.35 Billion
Q4 2024

A detailed history of Appleton Partners Inc transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Appleton Partners Inc holds 1,716 shares of FPX stock, worth $186,941. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,716

Holding current value

$186,941

% of portfolio

0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$109.38 - $131.9 $187,696 - $226,340	1,716 New	1,716 $205,000
Q1 2023 Apr 10, 2023	BUY	$76.89 - $87.96 $185,766 - $212,511	2,416 New	2,416 $203,000
Q3 2021 Oct 14, 2021	SELL	$120.0 - $131.29 $141,000 - $154,265	-1,175 Reduced 32.19%	2,475 $305,000
Q2 2021 Jul 07, 2021	SELL	$110.48 - $128.38 $17,676 - $20,540	-160 Reduced 4.2%	3,650 $465,000
Q4 2020 Jan 19, 2021	SELL	$95.53 - $123.94 $2,865 - $3,718	-30 Reduced 0.78%	3,810 $451,000
Q2 2020 Aug 14, 2020	SELL	$60.12 - $84.27 $71,242 - $99,859	-1,185 Reduced 23.58%	3,840 $322,000
Q3 2019 Nov 04, 2019	SELL	$75.25 - $81.43 $45,150 - $48,858	-600 Reduced 10.67%	5,025 $381,000
Q1 2019 Apr 17, 2019	SELL	$60.37 - $75.56 $6,942 - $8,689	-115 Reduced 2.0%	5,625 $421,000
Q3 2017 Oct 12, 2017	BUY	$62.79 - $63.85 $360,414 - $366,499	5,740	5,740 $366,000

Others Institutions Holding FPX

# of Institutions

194

Shares Held

3.25M

Call Options Held

Put Options Held

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About FIRST TRUST US EQUITY OPPORTUN

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Appleton Partners Inc First Trust Us Equity Opportun Transaction History