Retireful, LLC First Trust Us Equity Opportun Transaction History

Retireful, LLC

$134 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 10, 2023	BUY	$79.22 - $88.8 $761,621 - $853,723	9,614 New	9,614 $847,000

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

About FIRST TRUST US EQUITY OPPORTUN

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