Comprehensive Financial Consultants Institutional, Inc. First Trust Us Equity Opportun Transaction History

Comprehensive Financial Consultants Institutional, Inc.

$254 Million
Q4 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$95.18 - $121.69 $13,801 - $17,645	-145 Closed	0 $0
Q4 2021 Mar 10, 2022	BUY	$116.17 - $136.03 $16,844 - $19,724	145 New	145 $15,000

Others Institutions Holding FPX

# of Institutions

200

Shares Held

3.25M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

570K
Shares

$81.1 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

277K
Shares

$39.5 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

255K
Shares

$36.3 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

142K
Shares

$20.3 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

119K
Shares

$16.9 Million
0.01% of portfolio

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