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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
659+ 1497.73% |
$93.3K - $110K
|
703
$111K
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
650+ 31.37% |
$92K - $108K
|
2.72K
$428K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
538+ 9.47% |
$76.2K - $89.4K
|
6.22K
$978K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
473New |
$67K - $78.6K
|
473
$74.4K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
391+ 23.81% |
$55.4K - $65K
|
2.03K
$320K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
330New |
$46.7K - $54.8K
|
330
$51.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
291+ 1.21% |
$41.2K - $48.4K
|
24.3K
$3.81M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
243New |
$34.4K - $40.4K
|
243
$38.2K
|
|
|
Oct 09, 2025
Q3 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
240+ 3.53% |
$34K - $39.9K
|
7.03K
$1.11M
|
|
|
Nov 07, 2025
Q3 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
232+ 14.36% |
$32.8K - $38.6K
|
1.85K
$291K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
230New |
$32.6K - $38.2K
|
230
$36.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
228+ 1.34% |
$32.3K - $37.9K
|
17.3K
$2.71M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
204+ 1.27% |
$28.9K - $33.9K
|
16.3K
$2.55M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
175New |
$24.8K - $29.1K
|
175
$27.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
170New |
$24.1K - $28.3K
|
170
$26.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
151+ 457.58% |
$21.4K - $25.1K
|
184
$28.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
137+ 2.41% |
$19.4K - $22.8K
|
5.82K
$915K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
135+ 1.29% |
$19.1K - $22.4K
|
10.6K
$1.67M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
94+ 17.28% |
$13.3K - $15.6K
|
638
$100K
|
|
|
Nov 05, 2025
Q3 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
76+ 0.38% |
$10.8K - $12.6K
|
20.3K
$3.19M
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
65+ 2.76% |
$9.2K - $10.8K
|
2.42K
$380K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
51+ 0.75% |
$7.22K - $8.48K
|
6.89K
$1.08M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
47+ 2.07% |
$6.65K - $7.81K
|
2.32K
$364K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
45+ 1.51% |
$6.37K - $7.48K
|
3.02K
$474K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
25+ 0.34% |
$3.54K - $4.16K
|
7.39K
$1.16M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
21+ 0.18% |
$2.97K - $3.49K
|
11.6K
$1.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
19+ 1900.0% |
$2.69K - $3.16K
|
20
$3.14K
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
15+ 0.22% |
$2.12K - $2.49K
|
6.86K
$1.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
12New |
$1.7K - $1.99K
|
12
$1.89K
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
5+ 0.12% |
$708 - $831
|
4.1K
$644K
|
|
|
Oct 24, 2025
Q3 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
5+ 0.33% |
$708 - $831
|
1.51K
$237K
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4+ 0.09% |
$566 - $665
|
4.23K
$665K
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
4+ 0.28% |
$566 - $665
|
1.43K
$224K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2+ 0.02% |
$283 - $332
|
11.6K
$1.83M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 0.02% |
$142 - $166
|
4.65K
$732K
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 0.18% |
$142 - $166
|
544
$85.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.44% |
$142 - $166
|
228
$35.8K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1+ 0.05% |
$142 - $166
|
2.19K
$344K
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
1+ 0.13% |
$142 - $166
|
759
$119K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1- 1.33% |
$142 - $166
|
74
$11.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-2- 11.11% |
$283 - $332
|
16
$2.52K
|
|
|
Nov 10, 2025
Q3 2025
|
Mai Capital Management
|
SELL
|
- |
-12- 14.63% |
$1.7K - $1.99K
|
70
$11K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-13- 0.05% |
$1.84K - $2.16K
|
28.7K
$4.51M
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-27- 1.28% |
$3.82K - $4.49K
|
2.09K
$329K
|
|
|
Nov 13, 2025
Q3 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-28- 0.35% |
$3.96K - $4.65K
|
7.97K
$1.25M
|
|
|
Nov 07, 2025
Q3 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-32- 0.61% |
$4.53K - $5.32K
|
5.23K
$822K
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-33- 16.5% |
$4.67K - $5.48K
|
167
$26.3K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-38- 0.24% |
$5.38K - $6.32K
|
15.8K
$2.48M
|
|
|
Nov 13, 2025
Q3 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-50- 0.62% |
$7.08K - $8.31K
|
8K
$1.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-56- 25.93% |
$7.93K - $9.31K
|
160
$25.2K
|