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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.15K- 7.85% |
$114K - $167K
|
13.5K
$2.2M
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.15K- 8.82% |
$114K - $167K
|
11.9K
$1.95M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.21K- 38.52% |
$120K - $175K
|
1.93K
$315K
|
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.44K- 3.72% |
$143K - $209K
|
37.3K
$6.09M
|
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-1.5K- 6.92% |
$149K - $218K
|
20.2K
$3.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.67K- 7.94% |
$166K - $242K
|
19.4K
$3.16M
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-1.71K- 13.48% |
$170K - $248K
|
11K
$1.79M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.92K- 14.15% |
$190K - $278K
|
11.6K
$1.9M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.97K- 10.37% |
$196K - $286K
|
17K
$2.78M
|
|
|
Jul 15, 2025
Q2 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-2.08K- 3.14% |
$207K - $302K
|
64.3K
$10.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.21K- 2.49% |
$219K - $320K
|
86.5K
$14.1M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.29K- 8.0% |
$227K - $332K
|
26.4K
$4.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.82K- 13.85% |
$379K - $553K
|
23.8K
$3.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.87K- 9.56% |
$383K - $560K
|
36.6K
$5.97M
|
|
|
Aug 04, 2025
Q2 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-4.12K- 36.95% |
$409K - $597K
|
7.03K
$1.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.64K- 9.04% |
$460K - $673K
|
46.7K
$7.62M
|
|
|
Aug 08, 2025
Q2 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-5.07K- 22.32% |
$503K - $734K
|
17.6K
$2.88M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.52K- 1.28% |
$746K - $1.09M
|
580K
$94.7M
|
|
|
Aug 04, 2025
Q2 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
SELL
|
- |
-7.68K- 73.04% |
$762K - $1.11M
|
2.84K
$463K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.3K- 10.42% |
$1.02M - $1.49M
|
88.3K
$14.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-13.2K- 22.26% |
$1.31M - $1.91M
|
46.1K
$7.52M
|
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-25.4K- 18.29% |
$2.52M - $3.68M
|
113K
$18.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-27.7K- 46.61% |
$2.75M - $4.02M
|
31.8K
$5.18M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-28.5K- 38.5% |
$2.83M - $4.13M
|
45.5K
$7.43M
|