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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-88- 26.83% |
$6.97K - $7.81K
|
240
$34K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-180- 2.96% |
$14.3K - $16K
|
5.9K
$835K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.12% |
$79.2 - $88.8
|
810
$115K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
801+ 32.87% |
$63.5K - $71.1K
|
3.24K
$458K
|
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
9.61KNew |
$762K - $854K
|
9.61K
$1.36M
|
|
| Q1 2023 | |||||||
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.48K+ 836.16% |
$114K - $130K
|
1.66K
$235K
|
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-100- 58.82% |
$7.69K - $8.8K
|
70
$9.91K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-9.6KClosed |
$738K - $844K
|
0
$0
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-49- 10.82% |
$3.77K - $4.31K
|
404
$57.2K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
211New |
$16.2K - $18.6K
|
211
$29.9K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-131- 24.67% |
$10.1K - $11.5K
|
400
$56.6K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-686- 16.88% |
$52.7K - $60.3K
|
3.38K
$478K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-25- 0.25% |
$1.92K - $2.2K
|
9.89K
$1.4M
|
|
|
Apr 19, 2023
Q1 2023
|
Quantum Private Wealth, LLC
Lake Forest, IL |
SELL
|
- |
-3.45K- 39.06% |
$265K - $303K
|
5.38K
$762K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-240- 8.35% |
$18.5K - $21.1K
|
2.64K
$373K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
199New |
$15.3K - $17.5K
|
199
$28.2K
|
|
| Q4 2022 | |||||||
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-45- 1.12% |
$3.47K - $3.94K
|
3.96K
$561K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-9.29KClosed |
$716K - $814K
|
0
$0
|
|
|
Apr 14, 2023
Q4 2022
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
2.72KNew |
$209K - $238K
|
2.72K
$385K
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
3.33KNew |
$257K - $292K
|
3.33K
$471K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-80- 2.12% |
$6.17K - $7.01K
|
3.69K
$522K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-44- 1.67% |
$3.39K - $3.86K
|
2.59K
$366K
|
|
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
SELL
|
- |
-26- 0.94% |
$2K - $2.28K
|
2.73K
$386K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
37New |
$2.85K - $3.24K
|
37
$5.24K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
SELL
|
- |
-374- 96.64% |
$28.8K - $32.8K
|
13
$1.84K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
24New |
$1.85K - $2.1K
|
24
$3.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
385New |
$29.7K - $33.7K
|
385
$54.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-2- 1.19% |
$154 - $175
|
166
$23.5K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
46New |
$3.55K - $4.03K
|
46
$6.51K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-1.7K- 4.31% |
$131K - $149K
|
37.8K
$5.35M
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
168New |
$12.9K - $14.7K
|
168
$23.8K
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-6.23K- 61.5% |
$480K - $546K
|
3.9K
$552K
|
|
| Q3 2022 | |||||||
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-3.37KClosed |
$271K - $320K
|
0
$0
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.05KNew |
$165K - $194K
|
2.05K
$290K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
153New |
$12.3K - $14.5K
|
153
$21.7K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1.1KNew |
$88.3K - $104K
|
1.1K
$156K
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-1.2K- 23.58% |
$96.3K - $114K
|
3.89K
$551K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.26% |
$161 - $190
|
770
$109K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4+ 0.13% |
$321 - $379
|
3.2K
$453K
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2.46K- 96.97% |
$198K - $234K
|
77
$10.9K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
19+ 0.37% |
$1.53K - $1.8K
|
5.12K
$724K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
165New |
$13.2K - $15.7K
|
165
$23.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
9+ 0.16% |
$723 - $854
|
5.65K
$800K
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
473New |
$38K - $44.9K
|
473
$67K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.23KNew |
$98.7K - $117K
|
1.23K
$174K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-300- 21.43% |
$24.1K - $28.5K
|
1.1K
$156K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-287- 50.17% |
$23K - $27.2K
|
285
$40.3K
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
SELL
|
- |
-150- 14.29% |
$12K - $14.2K
|
900
$127K
|
|
| Q2 2022 | |||||||
|
Nov 17, 2023
Q2 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-361- 10.8% |
$28.9K - $40K
|
2.98K
$422K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
2+ 0.05% |
$160 - $222
|
3.98K
$563K
|
|