Creative Planning First Trust Us Equity Opportun Transaction History

Creative Planning

  • $103 Billion
  • Q4 2024

A detailed history of Creative Planning transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Creative Planning holds 6,735 shares of FPX stock, worth $784,088. This represents 0.0% of its overall portfolio holdings.

Number of Shares
6,735
Previous 6,734 0.01%
Holding current value
$784,088
Previous $742,000 8.36%
% of portfolio
0.0%
Previous 0.0%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$109.38 - $131.9 $109 - $131
1 Added 0.01%
6,735 $804,000
Q3 2024

Oct 11, 2024
SELL
$92.33 - $110.55 $31,392 - $37,587
-340 Reduced 4.81%
6,734 $742,000
Q2 2024

Aug 15, 2024
BUY
$95.7 - $105.15 $282,697 - $310,613
2,954 Added 71.7%
7,074 $702,000
Q1 2024

May 10, 2024
BUY
$90.56 - $106.61 $90 - $106
1 Added 0.02%
4,120 $435,000
Q3 2023

Nov 16, 2023
SELL
$81.38 - $95.44 $34,179 - $40,084
-420 Reduced 9.25%
4,119 $345,000
Q2 2023

Jul 21, 2023
SELL
$79.22 - $88.8 $12,595 - $14,119
-159 Reduced 3.38%
4,539 $400,000
Q1 2023

May 15, 2023
SELL
$76.89 - $87.96 $23,067 - $26,387
-300 Reduced 6.0%
4,698 $394,000
Q4 2022

Feb 10, 2023
BUY
$77.07 - $87.65 $28,284 - $32,167
367 Added 7.92%
4,998 $393,000
Q3 2022

Nov 03, 2022
BUY
$80.29 - $94.86 $23,364 - $27,604
291 Added 6.71%
4,631 $375,000
Q2 2022

Aug 15, 2022
BUY
$79.92 - $110.92 $79 - $110
1 Added 0.02%
4,340 $357,000
Q1 2022

May 16, 2022
SELL
$95.18 - $121.69 $25,413 - $32,491
-267 Reduced 5.8%
4,339 $473,000
Q4 2021

Feb 11, 2022
SELL
$116.17 - $136.03 $99,790 - $116,849
-859 Reduced 15.72%
4,606 $564,000
Q3 2021

Nov 10, 2021
SELL
$120.0 - $131.29 $50,400 - $55,141
-420 Reduced 7.14%
5,465 $674,000
Q2 2021

Aug 04, 2021
BUY
$110.48 - $128.38 $26,515 - $30,811
240 Added 4.25%
5,885 $750,000
Q1 2021

Apr 30, 2021
BUY
$115.9 - $135.98 $53,198 - $62,414
459 Added 8.85%
5,645 $673,000
Q4 2020

Jan 29, 2021
BUY
$95.53 - $123.94 $286 - $371
3 Added 0.06%
5,186 $614,000
Q3 2020

Nov 05, 2020
SELL
$84.72 - $100.04 $157,494 - $185,974
-1,859 Reduced 26.4%
5,183 $501,000
Q2 2020

Jul 23, 2020
BUY
$60.12 - $84.27 $423,365 - $593,429
7,042 New
7,042 $590,000

Others Institutions Holding FPX

# of Institutions
200
Shares Held
3.26M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST US EQUITY OPPORTUN

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