Purchases and Sales Made in Q3 2025 in First Trust Us Equity Opportun (FPX)
This table provides information about the institutional ownership of First Trust Us Equity Opportun (FPX) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.41K+ 892.06% |
$1.05M - $1.23M
|
8.24K
$1.35M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
5.97KNew |
$846K - $993K
|
5.97K
$975K
|
|
|
Nov 10, 2025
Q3 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
5.3KNew |
$751K - $881K
|
5.3K
$866K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.49K+ 94.7% |
$635K - $746K
|
9.23K
$1.51M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
4.3KNew |
$609K - $715K
|
4.3K
$702K
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
3.33KNew |
$471K - $553K
|
3.33K
$544K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.9KNew |
$410K - $481K
|
2.9K
$473K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.6K+ 5.72% |
$369K - $433K
|
48.1K
$7.85M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.04KNew |
$289K - $339K
|
2.04K
$333K
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.92K+ 27.31% |
$272K - $319K
|
8.95K
$1.46M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.92K+ 2.22% |
$272K - $319K
|
88.4K
$14.4M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
1.84K+ 13.66% |
$261K - $306K
|
15.3K
$2.51M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.64K+ 61.9% |
$232K - $273K
|
4.29K
$701K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.54KNew |
$218K - $256K
|
1.54K
$251K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.44K+ 61.4% |
$203K - $239K
|
3.77K
$616K
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
BUY
|
- |
1.33KNew |
$188K - $221K
|
1.33K
$217K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.31KNew |
$186K - $218K
|
1.31K
$214K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
1.3KNew |
$183K - $215K
|
1.3K
$212K
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.29KNew |
$183K - $214K
|
1.29K
$211K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.23KNew |
$175K - $205K
|
1.23K
$201K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.23KNew |
$175K - $205K
|
1.23K
$201K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.21KNew |
$171K - $200K
|
1.21K
$197K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.18K+ 6.13% |
$167K - $196K
|
20.4K
$3.33M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.02K+ 2.11% |
$144K - $169K
|
49.1K
$8.02M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
955+ 3.01% |
$135K - $159K
|
32.7K
$5.34M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
832New |
$118K - $138K
|
832
$136K
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
659+ 1497.73% |
$93.3K - $110K
|
703
$115K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
650+ 31.37% |
$92K - $108K
|
2.72K
$444K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
538+ 9.47% |
$76.2K - $89.4K
|
6.22K
$1.02M
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
391+ 23.81% |
$55.4K - $65K
|
2.03K
$332K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
330New |
$46.7K - $54.8K
|
330
$53.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
291+ 1.21% |
$41.2K - $48.4K
|
24.3K
$3.96M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
243New |
$34.4K - $40.4K
|
243
$39.7K
|
|
|
Oct 09, 2025
Q3 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
240+ 3.53% |
$34K - $39.9K
|
7.03K
$1.15M
|
|
|
Nov 07, 2025
Q3 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
232+ 14.36% |
$32.8K - $38.6K
|
1.85K
$302K
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
204+ 1.27% |
$28.9K - $33.9K
|
16.3K
$2.65M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
175New |
$24.8K - $29.1K
|
175
$28.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
94+ 17.28% |
$13.3K - $15.6K
|
638
$104K
|
|
|
Nov 05, 2025
Q3 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
76+ 0.38% |
$10.8K - $12.6K
|
20.3K
$3.32M
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
65+ 2.76% |
$9.2K - $10.8K
|
2.42K
$394K
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
47+ 2.07% |
$6.65K - $7.81K
|
2.32K
$378K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
45+ 1.51% |
$6.37K - $7.48K
|
3.02K
$493K
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
21+ 0.18% |
$2.97K - $3.49K
|
11.6K
$1.89M
|
|
|
Oct 24, 2025
Q3 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
5+ 0.33% |
$708 - $831
|
1.51K
$246K
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
4+ 0.28% |
$566 - $665
|
1.43K
$233K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4+ 0.09% |
$566 - $665
|
4.23K
$690K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.44% |
$142 - $166
|
228
$37.2K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
1+ 0.13% |
$142 - $166
|
759
$124K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1+ 0.05% |
$142 - $166
|
2.19K
$358K
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 0.18% |
$142 - $166
|
544
$88.8K
|