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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-10.9K- 15.22% |
$1.2M - $1.44M
|
60.9K
$8M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
7New |
$766 - $923
|
7
$919
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.8KNew |
$635K - $766K
|
5.8K
$762K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
70New |
$7.66K - $9.23K
|
70
$9.19K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.2K+ 10.22% |
$1.44M - $1.74M
|
142K
$18.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.04% |
$109 - $132
|
2.84K
$373K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-26.1K- 67.13% |
$2.85M - $3.44M
|
12.8K
$1.68M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
156+ 2.3% |
$17.1K - $20.6K
|
6.93K
$910K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14K+ 30.74% |
$1.53M - $1.84M
|
59.4K
$7.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.3KNew |
$2M - $2.41M
|
18.3K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.9KNew |
$208K - $251K
|
1.9K
$249K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-27- 0.5% |
$2.95K - $3.56K
|
5.34K
$701K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.21KNew |
$242K - $291K
|
2.21K
$290K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.17K+ 49.29% |
$675K - $814K
|
18.7K
$2.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-188- 2.35% |
$20.6K - $24.8K
|
7.81K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12K+ 2.14% |
$1.31M - $1.58M
|
570K
$74.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
405New |
$44.3K - $53.4K
|
405
$53.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
921+ 31.6% |
$101K - $121K
|
3.84K
$503K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1+ 0.01% |
$109 - $132
|
6.74K
$884K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-10.3K- 17.13% |
$1.13M - $1.36M
|
49.8K
$6.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
3.82KNew |
$418K - $504K
|
3.82K
$502K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.88K- 8.73% |
$534K - $644K
|
51K
$6.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
SELL
|
- |
-200- 3.22% |
$21.9K - $26.4K
|
6.01K
$788K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
2+ 0.04% |
$219 - $264
|
4.91K
$644K
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-314- 4.37% |
$34.3K - $41.4K
|
6.87K
$901K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
2+ 0.05% |
$219 - $264
|
4.09K
$537K
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
43+ 0.28% |
$4.7K - $5.67K
|
15.5K
$2.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.68K- 34.34% |
$1.06M - $1.28M
|
18.5K
$2.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-159- 2.6% |
$17.4K - $21K
|
5.97K
$783K
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-506- 84.19% |
$55.3K - $66.7K
|
95
$12.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-35- 20.35% |
$3.83K - $4.62K
|
137
$18K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
239+ 4.82% |
$26.1K - $31.5K
|
5.2K
$682K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.13K- 1.1% |
$123K - $149K
|
101K
$13.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
197New |
$21.5K - $26K
|
197
$25.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
174New |
$19K - $23K
|
174
$22.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-3.61K- 66.57% |
$395K - $476K
|
1.81K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.1K+ 15.46% |
$230K - $278K
|
15.7K
$2.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.35K+ 17.64% |
$256K - $309K
|
15.6K
$2.05M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.08K- 11.07% |
$118K - $142K
|
8.64K
$1.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.32K+ 296.62% |
$144K - $174K
|
1.76K
$231K
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.65K- 53.35% |
$290K - $350K
|
2.32K
$304K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
329+ 373.86% |
$36K - $43.4K
|
417
$54.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
100+ 4.27% |
$10.9K - $13.2K
|
2.44K
$320K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.89K- 2.25% |
$644K - $776K
|
255K
$33.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-327- 12.33% |
$35.8K - $43.1K
|
2.33K
$305K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
23.2K+ 43.75% |
$2.54M - $3.06M
|
76.3K
$10M
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
60+ 2.21% |
$6.56K - $7.91K
|
2.78K
$365K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-19K- 39.83% |
$2.08M - $2.51M
|
28.7K
$3.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-678- 5.5% |
$74.2K - $89.4K
|
11.7K
$1.53M
|