Pinnacle Family Advisors, LLC First Trust Us Equity Opportun Transaction History

Pinnacle Family Advisors, LLC

$171 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 15, 2024	BUY	$90.56 - $106.61 $619,068 - $728,785	6,836 New	6,836 $723,000
Q1 2022 May 16, 2022	SELL	$95.18 - $121.69 $178,843 - $228,655	-1,879 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$116.17 - $136.03 $14,985 - $17,547	129 Added 7.37%	1,879 $230,000
Q4 2020 Feb 16, 2021	BUY	$95.53 - $123.94 $167,177 - $216,895	1,750 New	1,750 $207,000
Q4 2019 Feb 14, 2020	SELL	$73.7 - $81.01 $239,893 - $263,687	-3,255 Closed	0 $0
Q3 2019 Nov 14, 2019	SELL	$75.25 - $81.43 $186,243 - $201,539	-2,475 Reduced 43.19%	3,255 $247,000
Q2 2019 Aug 14, 2019	BUY	$72.75 - $79.33 $180,638 - $196,976	2,483 Added 76.47%	5,730 $446,000
Q1 2019 May 15, 2019	BUY	$60.37 - $75.56 $60 - $75	1 Added 0.03%	3,247 $243,000
Q4 2018 Feb 14, 2019	BUY	$57.83 - $74.02 $187,716 - $240,268	3,246 New	3,246 $201,000

Others Institutions Holding FPX

# of Institutions

175

Shares Held

3.13M

Call Options Held

0

Put Options Held

0

Morgan Stanley New York, NY

558K
Shares

$69.5 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

292K
Shares

$36.4 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

261K
Shares

$32.5 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

129K
Shares

$16.1 Million
0.0% of portfolio
Cetera Investment Advisers Schaumburg, IL

102K
Shares

$12.8 Million
0.03% of portfolio

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