Willner & Heller, LLC First Trust Us Equity Opportun Transaction History

Willner & Heller, LLC

  • $134 Million
  • Q4 2025

A detailed history of Willner & Heller, LLC transactions in First Trust Us Equity Opportun stock. As of the latest transaction made, Willner & Heller, LLC holds 1,333 shares of FPX stock, worth $209,560. This represents 0.16% of its overall portfolio holdings.

Number of Shares
1,333
Previous 1,331 0.15%
Holding current value
$209,560
Previous $221,000 5.43%
% of portfolio
0.16%
Previous 0.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$156.44 - $170.2 $312 - $340
2 Added 0.15%
1,333 $209,000
Q3 2025

Oct 16, 2025
BUY
$141.57 - $166.21 $188,429 - $221,225
1,331 New
1,331 $221,000
Q1 2022

Jul 05, 2022
SELL
$95.18 - $121.69 $166,374 - $212,714
-1,748 Closed
0 $0
Q4 2021

Jun 06, 2022
BUY
$116.17 - $136.03 $203,065 - $237,780
1,748 New
1,748 $216,000

Others Institutions Holding FPX

# of Institutions
221
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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