Tcfg Wealth Management, LLC First Trust Us Equity Opportun Transaction History

Tcfg Wealth Management, LLC

  • $242 Billion
  • Q3 2025

A detailed history of Tcfg Wealth Management, LLC transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 3,375 shares of FPX stock, worth $530,583. This represents 0.23% of its overall portfolio holdings.

Number of Shares
3,375
Previous 3,472 2.79%
Holding current value
$530,583
Previous $503 Million 11.46%
% of portfolio
0.23%
Previous 0.23%

Shares

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

Nov 18, 2025
SELL
$141.57 - $166.21 $13,732 - $16,122
-97 Reduced 2.79%
3,375 $561 Million
Q2 2025

Jul 22, 2025
SELL
$99.2 - $144.91 $8,630 - $12,607
-87 Reduced 2.44%
3,472 $503 Million
Q4 2024

Jan 30, 2025
SELL
$109.38 - $131.9 $35,439 - $42,735
-324 Reduced 8.34%
3,559 $425 Million
Q3 2024

Oct 15, 2024
BUY
$92.33 - $110.55 $358,517 - $429,265
3,883 New
3,883 $428 Million

Others Institutions Holding FPX

# of Institutions
222
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
Track This Portfolio

Track Tcfg Wealth Management, LLC Portfolio

Follow Tcfg Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tcfg Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tcfg Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email