Pensionmark Financial Group, LLC First Trust Us Equity Opportun Transaction History

Pensionmark Financial Group, LLC

  • $4.67 Billion
  • Q3 2025

A detailed history of Pensionmark Financial Group, LLC transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 3,772 shares of FPX stock, worth $592,996. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,772
Previous 2,337 61.4%
Holding current value
$592,996
Previous $338,000 85.21%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 15, 2025
BUY
$141.57 - $166.21 $203,152 - $238,511
1,435 Added 61.4%
3,772 $626,000
Q1 2025

Apr 29, 2025
SELL
$106.21 - $143.53 $10,939 - $14,783
-103 Reduced 4.22%
2,337 $261,000
Q4 2024

Feb 12, 2025
BUY
$109.38 - $131.9 $10,938 - $13,190
100 Added 4.27%
2,440 $291,000
Q3 2024

Nov 14, 2024
BUY
$92.33 - $110.55 $216,052 - $258,687
2,340 New
2,340 $257,000
Q2 2022

Aug 09, 2022
SELL
$79.92 - $110.92 $181,418 - $251,788
-2,270 Closed
0 $0
Q1 2022

May 12, 2022
SELL
$95.18 - $121.69 $4,759 - $6,084
-50 Reduced 2.16%
2,270 $248,000
Q4 2021

Feb 11, 2022
SELL
$116.17 - $136.03 $11,617 - $13,603
-100 Reduced 4.13%
2,320 $256,000
Q3 2021

Nov 12, 2021
BUY
$120.0 - $131.29 $1,200 - $1,312
10 Added 0.41%
2,420 $299,000
Q2 2021

Aug 12, 2021
SELL
$110.48 - $128.38 $143,624 - $166,894
-1,300 Reduced 35.04%
2,410 $307,000
Q2 2020

Aug 14, 2020
SELL
$60.12 - $84.27 $601 - $842
-10 Reduced 0.27%
3,710 $331,000
Q1 2020

Apr 23, 2020
SELL
$55.38 - $87.86 $2,769 - $4,393
-50 Reduced 1.33%
3,720 $234,000
Q3 2019

Nov 12, 2019
BUY
$75.25 - $81.43 $283,692 - $306,991
3,770 New
3,770 $286,000

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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