Kapstone Financial Advisors LLC First Trust Us Equity Opportun Transaction History

Kapstone Financial Advisors LLC

  • $212 Billion
  • Q3 2025

A detailed history of Kapstone Financial Advisors LLC transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Kapstone Financial Advisors LLC holds 1,848 shares of FPX stock, worth $290,524. This represents 0.14% of its overall portfolio holdings.

Number of Shares
1,848
Previous 1,616 14.36%
Holding current value
$290,524
Previous $234 Million 31.13%
% of portfolio
0.14%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$141.57 - $166.21 $32,844 - $38,560
232 Added 14.36%
1,848 $307 Million
Q2 2025

Jul 11, 2025
BUY
$99.2 - $144.91 $160,307 - $234,174
1,616 New
1,616 $234 Million
Q4 2024

Feb 06, 2025
BUY
$109.38 - $131.9 $176,758 - $213,150
1,616 New
1,616 $209 Million
Q2 2023

Aug 08, 2023
SELL
$79.22 - $88.8 $14,814 - $16,605
-187 Reduced 7.12%
2,440 $229 Million
Q4 2022

Feb 15, 2023
BUY
$77.07 - $87.65 $202,462 - $230,256
2,627 New
2,627 $231 Million

Others Institutions Holding FPX

# of Institutions
221
Shares Held
3.67M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST US EQUITY OPPORTUN

FPX Quotes by TradingView
  • Ticker FPX
  • Sector ETFs
  • Industry ETFs
More about FPX
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