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 |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-164- 39.33% |
$17.4K - $23.5K
|
253
$35.8K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
381+ 16.43% |
$40.5K - $54.7K
|
2.7K
$382K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.51K+ 22.78% |
$267K - $361K
|
13.5K
$1.92M
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
200New |
$21.2K - $28.7K
|
200
$28.3K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.93K+ 2.47% |
$311K - $421K
|
122K
$17.2M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.69K- 2.77% |
$179K - $242K
|
59.2K
$8.39M
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
5.07KNew |
$538K - $728K
|
5.07K
$718K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.8K- 49.62% |
$828K - $1.12M
|
7.92K
$1.12M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-824- 15.43% |
$87.5K - $118K
|
4.52K
$639K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-899- 54.25% |
$95.5K - $129K
|
758
$107K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.34K+ 189.38% |
$354K - $479K
|
5.1K
$721K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.99K- 12.36% |
$423K - $572K
|
28.3K
$4M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
4.14KNew |
$440K - $594K
|
4.14K
$586K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-498- 28.7% |
$52.9K - $71.5K
|
1.24K
$175K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.97K+ 2.27% |
$209K - $283K
|
88.7K
$12.6M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.14K+ 258.64% |
$121K - $163K
|
1.58K
$223K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
147+ 0.76% |
$15.6K - $21.1K
|
19.4K
$2.75M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.34K- 29.04% |
$886K - $1.2M
|
20.4K
$2.89M
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
543New |
$57.7K - $77.9K
|
543
$76.9K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-782- 2.68% |
$83.1K - $112K
|
28.4K
$4.02M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
6.16KNew |
$654K - $884K
|
6.16K
$872K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1+ 0.02% |
$106 - $144
|
5.81K
$822K
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
25New |
$2.66K - $3.59K
|
25
$3.54K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
113K+ 40.59% |
$12M - $16.2M
|
390K
$55.2M
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
SELL
|
- |
-500- 8.32% |
$53.1K - $71.8K
|
5.51K
$780K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
20New |
$2.12K - $2.87K
|
20
$2.83K
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
5.51KNew |
$585K - $790K
|
5.51K
$780K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-200- 3.64% |
$21.2K - $28.7K
|
5.29K
$749K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-15.9K- 85.77% |
$1.69M - $2.28M
|
2.63K
$373K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-290- 12.47% |
$30.8K - $41.6K
|
2.04K
$288K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-67- 2.5% |
$7.12K - $9.62K
|
2.61K
$369K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.69K- 2.66% |
$286K - $386K
|
98.6K
$14M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.41K+ 12.05% |
$149K - $202K
|
13.1K
$1.85M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
83+ 20.96% |
$8.82K - $11.9K
|
479
$67.8K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.23KNew |
$343K - $463K
|
3.23K
$457K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.3K- 7.63% |
$138K - $187K
|
15.8K
$2.23M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.16% |
$1.38K - $1.87K
|
8.1K
$1.15M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.4K+ 27.42% |
$255K - $344K
|
11.1K
$1.58M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
30+ 9.23% |
$3.19K - $4.31K
|
355
$50.3K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-539- 19.7% |
$57.2K - $77.4K
|
2.2K
$311K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5+ 7.25% |
$531 - $718
|
74
$10.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-472- 12.47% |
$50.1K - $67.7K
|
3.31K
$469K
|
|
|
Apr 30, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
59KNew |
$6.27M - $8.47M
|
59K
$8.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.33K- 3.05% |
$247K - $334K
|
74K
$10.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-103- 4.22% |
$10.9K - $14.8K
|
2.34K
$331K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.99KNew |
$530K - $716K
|
4.99K
$706K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-300- 48.86% |
$31.9K - $43.1K
|
314
$44.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3New |
$319 - $431
|
3
$425
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.13K- 68.37% |
$120K - $162K
|
521
$73.8K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
859+ 3.09% |
$91.2K - $123K
|
28.6K
$4.06M
|