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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2019
Q1 2019
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-20Closed |
$1.21K - $1.51K
|
0
$0
|
|
|
Apr 09, 2019
Q1 2019
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-293Closed |
$17.7K - $22.1K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 14, 2019
Q4 2018
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-5.41KClosed |
$313K - $401K
|
0
$0
|
|
|
Feb 14, 2019
Q4 2018
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-927Closed |
$53.6K - $68.6K
|
0
$0
|
|
|
Feb 13, 2019
Q4 2018
|
Washington Trust Bank
|
SELL
|
- |
-555Closed |
$32.1K - $41.1K
|
0
$0
|
|
|
Feb 08, 2019
Q4 2018
|
Lincoln National Corp
|
SELL
|
- |
-2.87KClosed |
$166K - $213K
|
0
$0
|
|
|
Feb 07, 2019
Q4 2018
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-232Closed |
$13.4K - $17.2K
|
0
$0
|
|
|
Feb 01, 2019
Q4 2018
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-100Closed |
$5.78K - $7.4K
|
0
$0
|
|
|
Jan 30, 2019
Q4 2018
|
Mc Adam, LLC
|
SELL
|
- |
-14Closed |
$810 - $1.04K
|
0
$0
|
|
|
Jan 17, 2019
Q4 2018
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-879Closed |
$50.8K - $65.1K
|
0
$0
|
|
|
Jan 15, 2019
Q4 2018
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-22Closed |
$1.27K - $1.63K
|
0
$0
|
|
| Q3 2018 | |||||||
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
31.5KNew |
$2.21M - $2.39M
|
31.5K
$4.45M
|
|
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
91.5KNew |
$6.44M - $6.95M
|
91.5K
$13M
|
|
|
Nov 14, 2018
Q3 2018
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-142Closed |
$9.99K - $10.8K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Landaas & CO
Milwaukee, WI |
SELL
|
- |
-423Closed |
$29.8K - $32.1K
|
0
$0
|
|
|
Nov 14, 2018
Q3 2018
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-347Closed |
$24.4K - $26.3K
|
0
$0
|
|
|
Nov 13, 2018
Q3 2018
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-53KClosed |
$3.73M - $4.02M
|
0
$0
|
|
|
Nov 05, 2018
Q3 2018
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-422Closed |
$29.7K - $32K
|
0
$0
|
|
|
Oct 12, 2018
Q3 2018
|
Pittenger & Anderson Inc
|
SELL
|
- |
-103Closed |
$7.25K - $7.82K
|
0
$0
|
|
| Q2 2018 | |||||||
|
Aug 04, 2020
Q2 2018
|
Milestone Advisory Partners
|
SELL
|
- |
-4.04KClosed |
$270K - $301K
|
0
$0
|
|
|
Jul 31, 2018
Q2 2018
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-50Closed |
$3.34K - $3.73K
|
0
$0
|
|
| Q1 2018 | |||||||
|
May 18, 2018
Q1 2018
|
Catalyst Capital Advisors LLC
Huntington, NY |
SELL
|
- |
-8.83KClosed |
$595K - $658K
|
0
$0
|
|
|
May 14, 2018
Q1 2018
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-20.7KClosed |
$1.4M - $1.54M
|
0
$0
|
|
|
May 11, 2018
Q1 2018
|
Parisi Gray Wealth Management
|
SELL
|
- |
-411Closed |
$27.7K - $30.6K
|
0
$0
|
|
|
May 11, 2018
Q1 2018
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-28Closed |
$1.89K - $2.09K
|
0
$0
|
|
| Q4 2017 | |||||||
|
Jan 24, 2018
Q4 2017
|
Sg Americas Securities, LLC
|
SELL
|
- |
-8.71KClosed |
$560K - $598K
|
0
$0
|
|
|
Jan 19, 2018
Q4 2017
|
V Wealth Advisors LLC
|
SELL
|
- |
-30.9KClosed |
$1.99M - $2.12M
|
0
$0
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$62.8 - $63.9
|
1
$142
|
|
| Q3 2015 | |||||||
|
Dec 22, 2020
Q3 2015
|
Lvz, Inc.
|
BUY
|
- |
964+ 21.28% |
N/A
|
5.5K
$778K
|
|