Purchases and Sales Made in Q1 2025 in First Trust Us Equity Opportun (FPX)
This table provides information about the institutional ownership of First Trust Us Equity Opportun (FPX) during Q1 2025. The information is specifically focused on institutions that hold shares of FIRST TRUST US EQUITY OPPORTUN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
11.1K+ 11074.0% |
$1.18M - $1.59M
|
11.2K
$1.24M
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
5.61K+ 79.22% |
$596K - $805K
|
12.7K
$1.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.2K+ 119800.0% |
$127K - $172K
|
1.2K
$133K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
722+ 662.39% |
$76.7K - $104K
|
831
$92K
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
705+ 11.62% |
$74.9K - $101K
|
6.77K
$749K
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
4+ 0.22% |
$425 - $574
|
1.84K
$204K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1New |
$106 - $144
|
1
$111
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-8- 0.17% |
$850 - $1.15K
|
4.66K
$515K
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-14- 0.25% |
$1.49K - $2.01K
|
5.58K
$617K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-40- 0.76% |
$4.25K - $5.74K
|
5.24K
$580K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-45- 0.56% |
$4.78K - $6.46K
|
8.05K
$891K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-75- 1.98% |
$7.97K - $10.8K
|
3.71K
$410K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-371- 0.78% |
$39.4K - $53.2K
|
47.1K
$5.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-949- 3.46% |
$101K - $136K
|
26.5K
$2.93M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.32K- 3.3% |
$141K - $190K
|
38.8K
$4.29M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-11.1K- 99.11% |
$1.18M - $1.59M
|
100
$11.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-16.8K- 42.5% |
$1.78M - $2.41M
|
22.7K
$2.51M
|