Wealth Effects LLC First Trust Us Equity Opportun Transaction History

Wealth Effects LLC

  • $268 Million
  • Q3 2025

A detailed history of Wealth Effects LLC transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Wealth Effects LLC holds 1,296 shares of FPX stock, worth $203,744. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,296
Holding current value
$203,744
% of portfolio
0.08%

Shares

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

Oct 27, 2025
BUY
$141.57 - $166.21 $183,474 - $215,408
1,296 New
1,296 $215,000
Q2 2022

Aug 03, 2022
SELL
$79.92 - $110.92 $157,202 - $218,179
-1,967 Closed
0 $0
Q1 2022

May 16, 2022
SELL
$95.18 - $121.69 $9,518 - $12,169
-100 Reduced 4.84%
1,967 $215,000
Q4 2021

Feb 09, 2022
BUY
$116.17 - $136.03 $240,123 - $281,174
2,067 New
2,067 $253,000

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
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