Kozak & Associates, Inc. First Trust Us Equity Opportun Transaction History

Kozak & Associates, Inc.

  • $500 Million
  • Q4 2025

A detailed history of Kozak & Associates, Inc. transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Kozak & Associates, Inc. holds 63 shares of FPX stock, worth $9,904. This represents 0.0% of its overall portfolio holdings.

Number of Shares
63
Previous 63 -0.0%
Holding current value
$9,904
Previous $10,000 10.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 17, 2024
SELL
$76.32 - $97.15 $305 - $388
-4 Reduced 5.97%
63 $6,000
Q1 2023

Apr 03, 2023
BUY
$76.89 - $87.96 $76 - $87
1 Added 1.52%
67 $5,000
Q3 2021

Nov 16, 2021
BUY
$120.0 - $131.29 $7,920 - $8,665
66 New
66 $9,000

Others Institutions Holding FPX

# of Institutions
220
Shares Held
3.65M
Call Options Held
0
Put Options Held
0
View Full List

About FIRST TRUST US EQUITY OPPORTUN

FPX Quotes by TradingView
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  • Sector ETFs
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