Claro Advisors LLC First Trust Us Equity Opportun Transaction History

Claro Advisors LLC

$662 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 10, 2019	SELL	$60.37 - $75.56 $17,507 - $21,912	-290 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$57.83 - $74.02 $16,770 - $21,465	290 New	290 $22,000

Others Institutions Holding FPX

# of Institutions

180

Shares Held

3.14M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

558K
Shares

$73.3 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

292K
Shares

$38.3 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

261K
Shares

$34.3 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

129K
Shares

$17 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

102K
Shares

$13.4 Million
0.03% of portfolio

About FIRST TRUST US EQUITY OPPORTUN

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