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 |
---|---|---|---|---|---|---|---|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-8.74K- 52.9% |
$807K - $966K
|
7.78K
$891K
|
|
Oct 21, 2024
Q3 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-1.82K- 2.55% |
$168K - $201K
|
69.3K
$7.94M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5K- 6.08% |
$462K - $553K
|
77.3K
$8.86M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.96K- 5.23% |
$458K - $549K
|
89.9K
$10.3M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.97K- 13.2% |
$551K - $660K
|
39.2K
$4.49M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.95K- 23.07% |
$180K - $216K
|
6.51K
$745K
|
|
Oct 18, 2024
Q3 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
232New |
$21.4K - $25.6K
|
232
$26.6K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
396+ 9.79% |
$36.6K - $43.8K
|
4.44K
$509K
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
117+ 3.08% |
$10.8K - $12.9K
|
3.92K
$449K
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
99New |
$9.14K - $10.9K
|
99
$11.3K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.31K- 4.37% |
$214K - $256K
|
50.6K
$5.8M
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-150- 2.42% |
$13.8K - $16.6K
|
6.05K
$693K
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.08K- 6.27% |
$99.3K - $119K
|
16.1K
$1.84M
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-803- 22.88% |
$74.1K - $88.8K
|
2.71K
$310K
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-231- 4.15% |
$21.3K - $25.5K
|
5.33K
$611K
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
3.88KNew |
$359K - $429K
|
3.88K
$445K
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-52- 0.63% |
$4.8K - $5.75K
|
8.15K
$933K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-86- 13.05% |
$7.94K - $9.51K
|
573
$65.6K
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-340- 4.81% |
$31.4K - $37.6K
|
6.73K
$771K
|
|
Oct 10, 2024
Q3 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
16.2KNew |
$1.5M - $1.79M
|
16.2K
$1.86M
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-470- 5.35% |
$43.4K - $52K
|
8.31K
$952K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-384- 11.19% |
$35.5K - $42.5K
|
3.05K
$349K
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-120- 3.89% |
$11.1K - $13.3K
|
2.97K
$340K
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
373+ 5.09% |
$34.4K - $41.2K
|
7.7K
$882K
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.96KNew |
$181K - $217K
|
1.96K
$225K
|
|
Oct 04, 2024
Q3 2024
|
Eclectic Associates Inc
|
BUY
|
- |
3.62KNew |
$334K - $400K
|
3.62K
$415K
|
|
Q2 2024 | |||||||
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.4K- 2.47% |
$1.38M - $1.52M
|
569K
$65.2M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-14.6K- 11.2% |
$1.39M - $1.53M
|
115K
$13.2M
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-15K- 79.08% |
$1.43M - $1.57M
|
3.96K
$453K
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.65K- 4.19% |
$158K - $173K
|
37.7K
$4.32M
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.45K- 29.67% |
$139K - $153K
|
3.44K
$395K
|
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-128KClosed |
$12.3M - $13.5M
|
0
$0
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.3K- 9.24% |
$124K - $137K
|
12.8K
$1.46M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.99K+ 17.58% |
$190K - $209K
|
13.3K
$1.52M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.63K- 24.04% |
$730K - $802K
|
24.1K
$2.76M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
419+ 0.33% |
$40.1K - $44.1K
|
127K
$14.6M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.63K- 9.89% |
$634K - $697K
|
60.4K
$6.92M
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-321- 12.65% |
$30.7K - $33.8K
|
2.22K
$254K
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
4.43KNew |
$424K - $466K
|
4.43K
$508K
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
181+ 5.36% |
$17.3K - $19K
|
3.56K
$408K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-322- 4.57% |
$30.8K - $33.9K
|
6.73K
$771K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-461- 8.11% |
$44.1K - $48.5K
|
5.22K
$598K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-482- 8.1% |
$46.1K - $50.7K
|
5.47K
$626K
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-469- 0.55% |
$44.9K - $49.3K
|
84.9K
$9.73M
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.42K+ 389.05% |
$710K - $781K
|
9.33K
$1.07M
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-325- 13.52% |
$31.1K - $34.2K
|
2.08K
$238K
|
|
Aug 14, 2024
Q2 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-37- 16.16% |
$3.54K - $3.89K
|
192
$22K
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-53- 2.24% |
$5.07K - $5.57K
|
2.32K
$265K
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.3K- 16.62% |
$125K - $137K
|
6.54K
$749K
|