Latest Institutional Transactions on First Trust Us Equity Opportun (FPX)

FPX Quotes by TradingView

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
Nov 02, 2022 Q3 2022
Montz Harcus Wealth Management LLC

BUY
 -
9
+ 0.16%
$723 - $854
5.65K $697K
Oct 28, 2022 Q3 2022
Key F Inancial Inc

BUY
 -
473
New
$38K - $44.9K
473 $58.3K
Oct 24, 2022 Q3 2022
Bergan Kdv Wealth Management, LLC

BUY
 -
1.23K
New
$98.7K - $117K
1.23K $152K
Oct 21, 2022 Q3 2022
Selective Wealth Management, Inc.

SELL
 -
-300
- 21.43%
$24.1K - $28.5K
1.1K $136K
Oct 13, 2022 Q3 2022
Umb Bank, N.A.

SELL
 -
-287
- 50.17%
$23K - $27.2K
285 $35.1K
Oct 12, 2022 Q3 2022
City Holding CO

SELL
 -
-150
- 14.29%
$12K - $14.2K
900 $111K
Q2 2022
Nov 17, 2023 Q2 2022
National Wealth Management Group, LLC

Cincinnati, OH
SELL
 -
-361
- 10.8%
$28.9K - $40K
2.98K $368K
Nov 09, 2022 Q2 2022
Titus Wealth Management

Larskpur, CA
BUY
 -
2
+ 0.05%
$160 - $222
3.98K $491K
Aug 17, 2022 Q2 2022
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
24
New
$1.92K - $2.66K
24 $2.96K
Aug 16, 2022 Q2 2022
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-624
- 20.14%
$49.9K - $69.2K
2.48K $305K
Aug 16, 2022 Q2 2022
Atlas Capital Advisors LLC

San Francisco, CA
BUY
 -
650
New
$51.9K - $72.1K
650 $80.2K
Aug 15, 2022 Q2 2022
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-2.03K
Closed
$163K - $226K
0 $0
Aug 12, 2022 Q2 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
BUY
 -
7.5K
New
$599K - $832K
7.5K $925K
Aug 10, 2022 Q2 2022
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
1.57K
New
$125K - $174K
1.57K $194K
Aug 10, 2022 Q2 2022
Cnb Bank

Clearfield, PA
BUY
 -
15
New
$1.2K - $1.66K
15 $1.85K
Aug 10, 2022 Q2 2022
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-695
- 17.94%
$55.5K - $77.1K
3.18K $392K
Aug 09, 2022 Q2 2022
Huntington National Bank

Columbus, OH
BUY
 -
9
New
$719 - $998
9 $1.11K
Aug 08, 2022 Q2 2022
Acorn Wealth Advisors, LLC

Grand Blanc, MI
SELL
 -
-1.96K
Closed
$157K - $218K
0 $0
Aug 03, 2022 Q2 2022
Wealth Effects LLC

SELL
 -
-1.97K
Closed
$157K - $218K
0 $0
Aug 01, 2022 Q2 2022
Parallel Advisors, LLC

SELL
 -
-30
Closed
$2.4K - $3.33K
0 $0
Aug 01, 2022 Q2 2022
Creative Financial Designs Inc

SELL
 -
-285
Closed
$22.8K - $31.6K
0 $0
Jul 22, 2022 Q2 2022
Capital Investment Advisory Services, LLC

SELL
 -
-2.39K
Closed
$191K - $265K
0 $0
Jul 19, 2022 Q2 2022
Mai Capital Management

SELL
 -
-20
- 0.63%
$1.6K - $2.22K
3.13K $386K
Jul 15, 2022 Q2 2022
Pinnacle Private Wealth, LLC

SELL
 -
-5.7K
- 53.04%
$456K - $632K
5.05K $622K
Jul 14, 2022 Q2 2022
Raymond James Trust N.A.

SELL
 -
-2.16K
Closed
$172K - $239K
0 $0
Jul 13, 2022 Q2 2022
Sargent Bickham Lagudis LLC

SELL
 -
-70
Closed
$5.59K - $7.76K
0 $0
Jul 13, 2022 Q2 2022
Pfg Advisors

SELL
 -
-18K
Closed
$1.43M - $1.99M
0 $0
Jul 12, 2022 Q2 2022
First Heartland Consultants, Inc.

SELL
 -
-2.07K
Closed
$165K - $229K
0 $0
Jul 12, 2022 Q2 2022
Global Trust Asset Management, LLC

SELL
 -
-50
Closed
$4K - $5.55K
0 $0
Jul 12, 2022 Q2 2022
Koshinski Asset Management, Inc.

SELL
 -
-1.27K
Closed
$102K - $141K
0 $0
Jul 12, 2022 Q2 2022
My Legacy Advisors, LLC

SELL
 -
-2.1K
Closed
$168K - $233K
0 $0
Q1 2022
Aug 09, 2022 Q1 2022
Verus Capital Partners, LLC

Scottsdale, AZ
SELL
 -
-578
Closed
$55K - $70.3K
0 $0
Jul 05, 2022 Q1 2022
Willner & Heller, LLC

SELL
 -
-1.75K
Closed
$166K - $213K
0 $0
May 25, 2022 Q1 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
SELL
 -
-500
Closed
$47.6K - $60.8K
0 $0
May 17, 2022 Q1 2022
Kb Financial Partners, LLC

Princeton, NJ
SELL
 -
-263
Closed
$25K - $32K
0 $0
May 16, 2022 Q1 2022
Beacon Capital Management, LLC

BUY
 -
200
New
$19K - $24.3K
200 $24.7K
May 13, 2022 Q1 2022
Northern Trust Corp

Chicago, IL
SELL
 -
-2K
Closed
$190K - $243K
0 $0
May 13, 2022 Q1 2022
Assetmark, Inc

SELL
 -
-1
Closed
$95.2 - $122
0 $0
May 13, 2022 Q1 2022
Almanack Investment Partners, Llc.

Wayne, PA
SELL
 -
-2.2K
Closed
$209K - $267K
0 $0
May 13, 2022 Q1 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-4.74K
Closed
$452K - $577K
0 $0
May 12, 2022 Q1 2022
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
4
New
$381 - $487
4 $493
May 11, 2022 Q1 2022
Stone X Group Inc.

SELL
 -
-3.64K
Closed
$346K - $443K
0 $0
May 11, 2022 Q1 2022
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
SELL
 -
-145
Closed
$13.8K - $17.6K
0 $0
May 11, 2022 Q1 2022
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-2.55K
Closed
$243K - $311K
0 $0
May 11, 2022 Q1 2022
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-25
Closed
$2.38K - $3.04K
0 $0
May 10, 2022 Q1 2022
Eldridge Investment Advisors, Inc.

Manchester, NH
SELL
 -
-14.2K
Closed
$1.35M - $1.72M
0 $0
May 10, 2022 Q1 2022
Stonebridge Financial Planning Group, LLC

SELL
 -
-1.2K
Closed
$114K - $146K
0 $0
May 10, 2022 Q1 2022
Meeder Asset Management Inc

BUY
 -
50
New
$4.76K - $6.08K
50 $6.17K
May 09, 2022 Q1 2022
M&T Bank Corp

SELL
 -
-900
- 21.95%
$85.7K - $110K
3.2K $395K

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