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 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
200New |
$19.8K - $29K
|
200
$32.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
160+ 238.81% |
$15.9K - $23.2K
|
227
$37.1K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
154+ 3.14% |
$15.3K - $22.3K
|
5.06K
$826K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
150New |
$14.9K - $21.7K
|
150
$24.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
137+ 3.03% |
$13.6K - $19.9K
|
4.65K
$760K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
97+ 2.62% |
$9.62K - $14.1K
|
3.81K
$621K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
71New |
$7.04K - $10.3K
|
71
$11.6K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
70+ 0.44% |
$6.94K - $10.1K
|
15.8K
$2.58M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
70+ 2.79% |
$6.94K - $10.1K
|
2.58K
$421K
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
26+ 0.74% |
$2.58K - $3.77K
|
3.54K
$578K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
23+ 4.41% |
$2.28K - $3.33K
|
544
$88.8K
|
|
|
Jul 25, 2025
Q2 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
20+ 0.3% |
$1.98K - $2.9K
|
6.79K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.03% |
$198 - $290
|
6.83K
$1.12M
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1+ 1.35% |
$99.2 - $145
|
75
$12.2K
|
|
|
Aug 12, 2025
Q2 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1+ 0.02% |
$99.2 - $145
|
4.09K
$668K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.03% |
$99.2 - $145
|
2.97K
$485K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 21, 2025
Q2 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-7- 28.0% |
$694 - $1.01K
|
18
$2.94K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-8- 0.36% |
$794 - $1.16K
|
2.19K
$357K
|
|
|
Jul 28, 2025
Q2 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-15- 0.7% |
$1.49K - $2.17K
|
2.12K
$346K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-17- 6.72% |
$1.69K - $2.46K
|
236
$38.5K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-18- 0.11% |
$1.79K - $2.61K
|
16K
$2.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-25- 1.09% |
$2.48K - $3.62K
|
2.27K
$371K
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-30- 0.57% |
$2.98K - $4.35K
|
5.26K
$858K
|
|
|
Aug 12, 2025
Q2 2025
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-58- 0.49% |
$5.75K - $8.4K
|
11.7K
$1.91M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
SELL
|
- |
-69- 14.41% |
$6.84K - $10K
|
410
$66.9K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-87- 2.44% |
$8.63K - $12.6K
|
3.47K
$567K
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-107- 1.32% |
$10.6K - $15.5K
|
8K
$1.31M
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-107- 33.13% |
$10.6K - $15.5K
|
216
$35.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-107- 1.92% |
$10.6K - $15.5K
|
5.47K
$893K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-107- 2.47% |
$10.6K - $15.5K
|
4.22K
$689K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-133- 4.93% |
$13.2K - $19.3K
|
2.57K
$419K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-142- 5.11% |
$14.1K - $20.6K
|
2.64K
$431K
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-154- 4.87% |
$15.3K - $22.3K
|
3.01K
$492K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-206- 9.71% |
$20.4K - $29.9K
|
1.92K
$313K
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-232- 1.97% |
$23K - $33.6K
|
11.6K
$1.89M
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-237- 1.22% |
$23.5K - $34.3K
|
19.2K
$3.14M
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-266- 5.9% |
$26.4K - $38.5K
|
4.24K
$692K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-272- 21.99% |
$27K - $39.4K
|
965
$158K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-277- 54.64% |
$27.5K - $40.1K
|
230
$37.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
SELL
|
- |
-285- 10.99% |
$28.3K - $41.3K
|
2.31K
$377K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-295- 1.41% |
$29.3K - $42.7K
|
20.6K
$3.36M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-327- 1.16% |
$32.4K - $47.4K
|
27.9K
$4.56M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-330- 12.65% |
$32.7K - $47.8K
|
2.28K
$372K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-342- 10.32% |
$33.9K - $49.6K
|
2.97K
$485K
|
|
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-371- 5.75% |
$36.8K - $53.8K
|
6.08K
$992K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-431- 1.63% |
$42.8K - $62.5K
|
26.1K
$4.26M
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-498- 10.69% |
$49.4K - $72.2K
|
4.16K
$679K
|
|
|
Jul 29, 2025
Q2 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-584- 8.96% |
$57.9K - $84.6K
|
5.93K
$969K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.14K- 72.12% |
$113K - $165K
|
440
$71.8K
|