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

Tmd Wealth Management, LLC

$387 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	BUY	$81.38 - $95.44 $3.88 Million - $4.55 Million	47,705 New	47,705 $4.01 Million
Q3 2022 Nov 09, 2022	SELL	$80.29 - $94.86 $185,871 - $219,600	-2,315 Reduced 1.89%	119,887 $9.71 Million
Q2 2022 Aug 08, 2022	BUY	$79.92 - $110.92 $253,346 - $351,616	3,170 Added 2.66%	122,202 $10 Million
Q1 2022 May 02, 2022	BUY	$95.18 - $121.69 $6.42 Million - $8.2 Million	67,407 Added 130.57%	119,032 $13 Million
Q4 2021 Jan 24, 2022	BUY	$116.17 - $136.03 $483,267 - $565,884	4,160 Added 8.76%	51,625 $6.33 Million
Q3 2021 Nov 03, 2021	BUY	$120.0 - $131.29 $274,560 - $300,391	2,288 Added 5.06%	47,465 $5.86 Million
Q2 2021 Aug 10, 2021	BUY	$110.48 - $128.38 $2.21 Million - $2.56 Million	19,961 Added 79.16%	45,177 $5.76 Million
Q1 2021 Apr 22, 2021	BUY	$115.9 - $135.98 $2.92 Million - $3.43 Million	25,216 New	25,216 $3.01 Million

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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