Moneta Group Investment Advisors LLC First Trust Us Equity Opportun Transaction History
Moneta Group Investment Advisors LLC
- $12.3 Billion
- Q3 2025
A detailed history of Moneta Group Investment Advisors LLC transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 1,403 shares of FPX stock, worth $220,565. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,403
Previous 1,403
-0.0%
Holding current value
$220,565
Previous $203,000
14.78%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding FPX
# of Institutions
219Shares Held
3.66MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY660KShares$104 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC486KShares$76.4 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA329KShares$51.7 Million0.01% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL157KShares$24.6 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC113KShares$17.8 Million0.0% of portfolio