Bellwether Advisors, LLC First Trust Us Equity Opportun Transaction History

Bellwether Advisors, LLC

$542 Million
Q4 2024

A detailed history of Bellwether Advisors, LLC transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Bellwether Advisors, LLC holds 7 shares of FPX stock, worth $790. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$790

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$109.38 - $131.9 $765 - $923	7 New	7 $0

Others Institutions Holding FPX

# of Institutions

200

Shares Held

3.26M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

570K
Shares

$64.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

277K
Shares

$31.3 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

255K
Shares

$28.8 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

142K
Shares

$16.1 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

119K
Shares

$13.4 Million
0.01% of portfolio

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About FIRST TRUST US EQUITY OPPORTUN

Ticker FPX
Sector ETFs
Industry ETFs

More about FPX

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