Purchases and Sales Made in Q2 2025 in First Trust Us Equity Opportun (FPX)
This table provides information about the institutional ownership of First Trust Us Equity Opportun (FPX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
17.9K+ 297.36% |
$1.78M - $2.6M
|
24K
$3.61M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.75KNew |
$669K - $978K
|
6.75K
$1.02M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
2.09KNew |
$207K - $303K
|
2.09K
$315K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.07K+ 172.31% |
$205K - $299K
|
3.27K
$492K
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
1.77KNew |
$176K - $257K
|
1.77K
$267K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
1.72KNew |
$170K - $249K
|
1.72K
$258K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
1.7KNew |
$168K - $246K
|
1.7K
$256K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
1.62KNew |
$160K - $234K
|
1.62K
$243K
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
1.47KNew |
$146K - $214K
|
1.47K
$222K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
1.42KNew |
$141K - $206K
|
1.42K
$214K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.41KNew |
$140K - $205K
|
1.41K
$213K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.08K+ 2.3% |
$107K - $157K
|
48.1K
$7.25M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
692+ 13.87% |
$68.6K - $100K
|
5.68K
$855K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
200New |
$19.8K - $29K
|
200
$30.1K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
160+ 238.81% |
$15.9K - $23.2K
|
227
$34.2K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
70+ 2.79% |
$6.94K - $10.1K
|
2.58K
$388K
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
26+ 0.74% |
$2.58K - $3.77K
|
3.54K
$533K
|
|
|
Jul 25, 2025
Q2 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
20+ 0.3% |
$1.98K - $2.9K
|
6.79K
$1.02M
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-7- 28.0% |
$694 - $1.01K
|
18
$2.71K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-8- 0.36% |
$794 - $1.16K
|
2.19K
$330K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-87- 2.44% |
$8.63K - $12.6K
|
3.47K
$523K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-431- 1.63% |
$42.8K - $62.5K
|
26.1K
$3.93M
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-498- 10.69% |
$49.4K - $72.2K
|
4.16K
$626K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.14K- 72.12% |
$113K - $165K
|
440
$66.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-1.71K- 13.48% |
$170K - $248K
|
11K
$1.65M
|
|
|
Jul 15, 2025
Q2 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-2.08K- 3.14% |
$207K - $302K
|
64.3K
$9.68M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-27.7K- 46.61% |
$2.75M - $4.02M
|
31.8K
$4.78M
|