Kb Financial Partners, LLC First Trust Us Equity Opportun Transaction History

Kb Financial Partners, LLC

$350 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 17, 2022	SELL	$95.18 - $121.69 $25,032 - $32,004	-263 Closed	0 $0
Q4 2021 Feb 18, 2022	BUY	$116.17 - $136.03 $30,552 - $35,775	263 New	263 $32,000

Others Institutions Holding FPX

# of Institutions

171

Shares Held

3.22M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

569K
Shares

$63.5 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

336K
Shares

$37.5 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

259K
Shares

$28.9 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

127K
Shares

$14.2 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

115K
Shares

$12.9 Million
0.03% of portfolio

About FIRST TRUST US EQUITY OPPORTUN

Ticker FPX
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kb Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kb Financial Partners, LLC with notifications on news.