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 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
197New |
$21.5K - $26K
|
197
$31K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-35- 20.35% |
$3.83K - $4.62K
|
137
$21.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
174New |
$19K - $23K
|
174
$27.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.81KNew |
$198K - $238K
|
1.81K
$284K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
335New |
$36.6K - $44.2K
|
335
$52.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
38New |
$4.16K - $5.01K
|
38
$5.97K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.7KNew |
$296K - $357K
|
2.7K
$425K
|
|
|
Feb 07, 2025
Q4 2024
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-565- 19.13% |
$61.8K - $74.5K
|
2.39K
$375K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.27KNew |
$357K - $431K
|
3.27K
$514K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.45K- 31.8% |
$158K - $191K
|
3.11K
$489K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-79- 0.49% |
$8.64K - $10.4K
|
16.2K
$2.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
880New |
$96.3K - $116K
|
880
$138K
|
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-212- 8.35% |
$23.2K - $28K
|
2.33K
$366K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-201- 86.64% |
$22K - $26.5K
|
31
$4.87K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2New |
$219 - $264
|
2
$314
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.73KNew |
$408K - $491K
|
3.73K
$586K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
86New |
$9.41K - $11.3K
|
86
$13.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
4.34KNew |
$475K - $573K
|
4.34K
$683K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
200New |
$21.9K - $26.4K
|
200
$31.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
96+ 1.48% |
$10.5K - $12.7K
|
6.6K
$1.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
588New |
$64.3K - $77.6K
|
588
$92.4K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
350New |
$32.3K - $38.7K
|
350
$55K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
947+ 21.38% |
$87.4K - $105K
|
5.38K
$845K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.86KNew |
$171K - $205K
|
1.86K
$292K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
40New |
$3.69K - $4.42K
|
40
$6.29K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
950New |
$87.7K - $105K
|
950
$149K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
192New |
$17.7K - $21.2K
|
192
$30.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
682+ 34.67% |
$63K - $75.4K
|
2.65K
$416K
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
125New |
$11.5K - $13.8K
|
125
$19.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
86New |
$7.94K - $9.51K
|
86
$13.5K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.62KNew |
$427K - $511K
|
4.62K
$726K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
222New |
$20.5K - $24.5K
|
222
$34.9K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
4.55KNew |
$420K - $503K
|
4.55K
$715K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5K- 6.08% |
$462K - $553K
|
77.3K
$12.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.97K- 13.2% |
$551K - $660K
|
39.2K
$6.17M
|
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
99New |
$9.14K - $10.9K
|
99
$15.6K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-86- 13.05% |
$7.94K - $9.51K
|
573
$90.1K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-128KClosed |
$12.3M - $13.5M
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.25K- 18.77% |
$120K - $132K
|
5.43K
$853K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
100New |
$9.57K - $10.5K
|
100
$15.7K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-200- 7.71% |
$19.1K - $21K
|
2.4K
$377K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
624New |
$59.7K - $65.6K
|
624
$98.1K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-85- 3.0% |
$8.13K - $8.94K
|
2.75K
$432K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-150- 23.08% |
$14.4K - $15.8K
|
500
$78.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
29New |
$2.78K - $3.05K
|
29
$4.56K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
25New |
$2.39K - $2.63K
|
25
$3.93K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
200New |
$19.1K - $21K
|
200
$31.4K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-3.3K- 43.42% |
$299K - $352K
|
4.3K
$676K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
28.7K+ 94.88% |
$2.6M - $3.06M
|
58.9K
$9.26M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.53K- 6.78% |
$138K - $163K
|
21K
$3.3M
|
|