Bka Wealth Consulting, Inc. First Trust Us Equity Opportun Transaction History

Bka Wealth Consulting, Inc.

$102 Million
Q4 2025

A detailed history of Bka Wealth Consulting, Inc. transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Bka Wealth Consulting, Inc. holds 3,139 shares of FPX stock, worth $493,482. This represents 0.48% of its overall portfolio holdings.

Number of Shares

3,139

Previous 3,480 9.8%

Holding current value

$493,482

Previous $578,000 14.71%

% of portfolio

0.48%

Previous 0.54%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	SELL	$156.44 - $170.2 $53,346 - $58,038	-341 Reduced 9.8%	3,139 $493,000
Q3 2025 Oct 21, 2025	SELL	$141.57 - $166.21 $8,211 - $9,640	-58 Reduced 1.64%	3,480 $578,000
Q2 2025 Jul 15, 2025	BUY	$99.2 - $144.91 $2,579 - $3,767	26 Added 0.74%	3,538 $512,000
Q1 2025 May 02, 2025	SELL	$106.21 - $143.53 $5,629 - $7,607	-53 Reduced 1.49%	3,512 $392,000
Q1 2024 Apr 09, 2024	BUY	$90.56 - $106.61 $90 - $106	1 Added 0.03%	3,565 $377,000

Q1 2023 May 30, 2023	BUY	$76.89 - $87.96 $274,035 - $313,489	3,564 New	3,564 $299,000
Q4 2022 Feb 02, 2023	SELL	$77.07 - $87.65 $5,703 - $6,486	-74 Reduced 2.04%	3,562 $280,000
Q3 2022 Oct 24, 2022	BUY	$80.29 - $94.86 $80 - $94	1 Added 0.03%	3,636 $295,000
Q1 2022 Apr 29, 2022	BUY	$95.18 - $121.69 $345,979 - $442,343	3,635 New	3,635 $397,000

Others Institutions Holding FPX

# of Institutions

218

Shares Held

3.66M

Call Options Held

Put Options Held

View Full List

About FIRST TRUST US EQUITY OPPORTUN

Ticker FPX
Sector ETFs
Industry ETFs

More about FPX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bka Wealth Consulting, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bka Wealth Consulting, Inc. with notifications on news.

Account

Bka Wealth Consulting, Inc. First Trust Us Equity Opportun Transaction History