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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-27.7K- 46.61% |
$2.75M - $4.02M
|
31.8K
$4.5M
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
70+ 2.79% |
$6.94K - $10.1K
|
2.58K
$365K
|
|
|
Jul 17, 2025
Q2 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-1.71K- 13.48% |
$170K - $248K
|
11K
$1.55M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.08K+ 2.3% |
$107K - $157K
|
48.1K
$6.81M
|
|
|
Jul 15, 2025
Q2 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-2.08K- 3.14% |
$207K - $302K
|
64.3K
$9.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
1.42KNew |
$141K - $206K
|
1.42K
$202K
|
|
|
Jul 15, 2025
Q2 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
26+ 0.74% |
$2.58K - $3.77K
|
3.54K
$501K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
1.62KNew |
$160K - $234K
|
1.62K
$229K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-431- 1.63% |
$42.8K - $62.5K
|
26.1K
$3.69M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
2.09KNew |
$207K - $303K
|
2.09K
$296K
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
1.47KNew |
$146K - $214K
|
1.47K
$209K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.41KNew |
$140K - $205K
|
1.41K
$200K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.07K+ 172.31% |
$205K - $299K
|
3.27K
$462K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-42- 1.8% |
$4.46K - $6.03K
|
2.3K
$325K
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
27New |
$2.87K - $3.88K
|
27
$3.82K
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
10.5KNew |
$1.12M - $1.51M
|
10.5K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
110+ 1.27% |
$11.7K - $15.8K
|
8.75K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.3K+ 3.03% |
$1.84M - $2.48M
|
588K
$83.2M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.63K- 2.55% |
$385K - $521K
|
139K
$19.6M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1+ 0.02% |
$106 - $144
|
4.91K
$695K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
482+ 8.08% |
$51.2K - $69.2K
|
6.45K
$913K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-102- 1.47% |
$10.8K - $14.6K
|
6.83K
$967K
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.21K- 17.96% |
$341K - $460K
|
14.7K
$2.07M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
12+ 17.14% |
$1.27K - $1.72K
|
82
$11.6K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.83KNew |
$1.04M - $1.41M
|
9.83K
$1.39M
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$106 - $144
|
1
$142
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
137+ 1.18% |
$14.6K - $19.7K
|
11.8K
$1.67M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
308+ 4.57% |
$32.7K - $44.2K
|
7.04K
$997K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.36K+ 21.48% |
$357K - $482K
|
19K
$2.69M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
313+ 0.61% |
$33.2K - $44.9K
|
51.3K
$7.27M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.14KNew |
$227K - $307K
|
2.14K
$303K
|
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-270- 2.25% |
$28.7K - $38.8K
|
11.7K
$1.66M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
102+ 3.33% |
$10.8K - $14.6K
|
3.17K
$448K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-200- 7.19% |
$21.2K - $28.7K
|
2.58K
$365K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.34K- 18.76% |
$992K - $1.34M
|
40.4K
$5.72M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
19.5K+ 24.64% |
$2.07M - $2.8M
|
98.6K
$14M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.13K- 24.66% |
$651K - $880K
|
18.7K
$2.65M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-583- 19.46% |
$61.9K - $83.7K
|
2.41K
$342K
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-36- 1.67% |
$3.82K - $5.17K
|
2.12K
$300K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-172- 18.34% |
$18.3K - $24.7K
|
766
$108K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.58K+ 12.34% |
$167K - $226K
|
14.4K
$2.03M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
81+ 2.11% |
$8.6K - $11.6K
|
3.92K
$555K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.01K- 30.86% |
$214K - $289K
|
4.51K
$638K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.07K- 22.26% |
$432K - $583K
|
14.2K
$2.01M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-350- 6.74% |
$37.2K - $50.2K
|
4.85K
$686K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-153- 6.73% |
$16.3K - $22K
|
2.12K
$300K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4- 0.2% |
$425 - $574
|
2K
$284K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
27New |
$2.87K - $3.88K
|
27
$3.82K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
31.7K+ 12.4% |
$3.36M - $4.54M
|
287K
$40.6M
|
|