Latest Institutional Transactions on First Trust Us Equity Opportun (FPX)
This table provides information on the latest institutional transactions involving First Trust Us Equity Opportun (FPX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.73KNew |
$408K - $491K
|
3.73K
$483K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-132- 3.37% |
$14.4K - $17.4K
|
3.78K
$490K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
86New |
$9.41K - $11.3K
|
86
$11.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.57K+ 41.68% |
$282K - $340K
|
8.75K
$1.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
3.46K+ 95.44% |
$378K - $456K
|
7.08K
$917K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-33- 0.41% |
$3.61K - $4.35K
|
8.12K
$1.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2+ 0.04% |
$219 - $264
|
5.59K
$724K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-150- 7.65% |
$16.4K - $19.8K
|
1.81K
$235K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-686- 25.35% |
$75K - $90.5K
|
2.02K
$262K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
4.34KNew |
$475K - $573K
|
4.34K
$563K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
428+ 0.91% |
$46.8K - $56.5K
|
47.4K
$6.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
14+ 0.23% |
$1.53K - $1.85K
|
6.07K
$786K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
200New |
$21.9K - $26.4K
|
200
$25.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.51KNew |
$275K - $331K
|
2.51K
$325K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-49- 2.23% |
$5.36K - $6.46K
|
2.15K
$279K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
96+ 1.48% |
$10.5K - $12.7K
|
6.6K
$856K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-53- 0.99% |
$5.8K - $6.99K
|
5.28K
$684K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-437- 5.67% |
$47.8K - $57.6K
|
7.27K
$941K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
588New |
$64.3K - $77.6K
|
588
$76.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1+ 0.0% |
$109 - $132
|
28.4K
$3.68M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
114+ 34.55% |
$10.5K - $12.6K
|
444
$57.5K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-113- 3.28% |
$10.4K - $12.5K
|
3.33K
$432K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
350New |
$32.3K - $38.7K
|
350
$45.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-266- 5.09% |
$24.6K - $29.4K
|
4.96K
$642K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.9K- 32.32% |
$1.47M - $1.76M
|
33.3K
$4.31M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.06K- 23.95% |
$282K - $338K
|
9.71K
$1.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-494- 9.04% |
$45.6K - $54.6K
|
4.97K
$644K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-354- 0.59% |
$32.7K - $39.1K
|
60K
$7.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.51K+ 34.74% |
$324K - $388K
|
13.6K
$1.76M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
947+ 21.38% |
$87.4K - $105K
|
5.38K
$697K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-475- 4.13% |
$43.9K - $52.5K
|
11K
$1.43M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.5K+ 69.0% |
$1.8M - $2.16M
|
47.8K
$6.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
50+ 0.74% |
$4.62K - $5.53K
|
6.78K
$878K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
17.8K+ 32.95% |
$1.64M - $1.97M
|
71.9K
$9.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-718- 20.16% |
$66.3K - $79.4K
|
2.84K
$368K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.34KNew |
$216K - $259K
|
2.34K
$303K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.86KNew |
$171K - $205K
|
1.86K
$240K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.92K+ 1.51% |
$177K - $212K
|
129K
$16.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
40New |
$3.69K - $4.42K
|
40
$5.18K
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.11K- 17.03% |
$103K - $123K
|
5.42K
$703K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
837+ 40.28% |
$77.3K - $92.5K
|
2.92K
$378K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-36.4K- 74.38% |
$3.36M - $4.02M
|
12.5K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-94- 1.16% |
$8.68K - $10.4K
|
8K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.6K+ 192.72% |
$2.36M - $2.83M
|
38.9K
$5.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-29K- 34.16% |
$2.68M - $3.21M
|
55.9K
$7.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.4K- 1.83% |
$959K - $1.15M
|
558K
$72.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
25.9K+ 1114.09% |
$2.39M - $2.86M
|
28.2K
$3.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.01KNew |
$185K - $222K
|
2.01K
$260K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
58+ 2.62% |
$5.36K - $6.41K
|
2.28K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.37KNew |
$496K - $593K
|
5.37K
$695K
|
|