Purchases and Sales Made in Q4 2024 in First Trust Us Equity Opportun (FPX)
This table provides information about the institutional ownership of First Trust Us Equity Opportun (FPX) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
23.3K+ 61.33% |
$2.54M - $3.07M
|
61.2K
$8.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
5.84K+ 75.12% |
$639K - $771K
|
13.6K
$1.79M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
4.34KNew |
$475K - $573K
|
4.34K
$571K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.73KNew |
$408K - $491K
|
3.73K
$490K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
3.46K+ 95.44% |
$378K - $456K
|
7.08K
$930K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
2.93K+ 15.3% |
$321K - $387K
|
22.1K
$2.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.57K+ 41.68% |
$282K - $340K
|
8.75K
$1.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.51KNew |
$275K - $331K
|
2.51K
$330K
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
1.84KNew |
$201K - $242K
|
1.84K
$241K
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
1.77KNew |
$194K - $234K
|
1.77K
$233K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.77KNew |
$193K - $233K
|
1.77K
$232K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
1.72KNew |
$188K - $226K
|
1.72K
$226K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
880New |
$96.3K - $116K
|
880
$116K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
721+ 2.66% |
$78.9K - $95.1K
|
27.8K
$3.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
588New |
$64.3K - $77.6K
|
588
$77.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
428+ 0.91% |
$46.8K - $56.5K
|
47.4K
$6.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
200New |
$21.9K - $26.4K
|
200
$26.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
96+ 1.48% |
$10.5K - $12.7K
|
6.6K
$868K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
86New |
$9.41K - $11.3K
|
86
$11.3K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
30+ 6.29% |
$3.28K - $3.96K
|
507
$66.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
14+ 0.09% |
$1.53K - $1.85K
|
16.1K
$2.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
14+ 0.23% |
$1.53K - $1.85K
|
6.07K
$797K
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2+ 0.04% |
$219 - $264
|
5.59K
$735K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2New |
$219 - $264
|
2
$263
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.21% |
$109 - $132
|
471
$61.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$109 - $132
|
28.4K
$3.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-6- 0.03% |
$656 - $791
|
19.3K
$2.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-33- 0.41% |
$3.61K - $4.35K
|
8.12K
$1.07M
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-49- 2.23% |
$5.36K - $6.46K
|
2.15K
$283K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-53- 0.99% |
$5.8K - $6.99K
|
5.28K
$694K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-100- 1.63% |
$10.9K - $13.2K
|
6.03K
$792K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-132- 3.37% |
$14.4K - $17.4K
|
3.78K
$497K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-136- 4.34% |
$14.9K - $17.9K
|
3K
$394K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-150- 7.65% |
$16.4K - $19.8K
|
1.81K
$238K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-201- 86.64% |
$22K - $26.5K
|
31
$4.07K
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-212- 8.35% |
$23.2K - $28K
|
2.33K
$306K
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-255- 2.08% |
$27.9K - $33.6K
|
12K
$1.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-324- 8.34% |
$35.4K - $42.7K
|
3.56K
$468K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-437- 5.67% |
$47.8K - $57.6K
|
7.27K
$955K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-657- 14.79% |
$71.9K - $86.7K
|
3.79K
$498K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-668- 67.41% |
$73.1K - $88.1K
|
323
$42.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-686- 25.35% |
$75K - $90.5K
|
2.02K
$265K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.2K- 99.92% |
$131K - $158K
|
1
$131
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-1.48K- 2.13% |
$162K - $195K
|
67.8K
$8.91M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-30.8K- 59.12% |
$3.37M - $4.06M
|
21.3K
$2.8M
|