Valley Forge Investment Consultants Inc Adv First Trust Us Equity Opportun Transaction History

Valley Forge Investment Consultants Inc Adv

$285 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 10, 2022	SELL	$116.17 - $136.03 $228,854 - $267,979	-1,970 Closed	0 $0
Q2 2021 Aug 10, 2021	BUY	$110.48 - $128.38 $217,645 - $252,908	1,970 New	1,970 $251,000

Others Institutions Holding FPX

# of Institutions

175

Shares Held

3.13M

Call Options Held

Put Options Held

Morgan Stanley New York, NY

558K
Shares

$69.4 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

292K
Shares

$36.3 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

$12.7 Million
0.03% of portfolio

View Full List

About FIRST TRUST US EQUITY OPPORTUN

Ticker FPX
Sector ETFs
Industry ETFs

More about FPX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Valley Forge Investment Consultants Inc Adv, based on Form 13F filings with the SEC.

News

Stay updated on Valley Forge Investment Consultants Inc Adv with notifications on news.

Account