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 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
274New |
$31.8K - $37.3K
|
274
$31.4K
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-12.4KClosed |
$1.44M - $1.69M
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-104Closed |
$12.1K - $14.1K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-4.73KClosed |
$550K - $644K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-4.09KClosed |
$475K - $556K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1.72KClosed |
$200K - $234K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-703Closed |
$81.7K - $95.6K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.7KClosed |
$314K - $368K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.97KClosed |
$229K - $268K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.63KClosed |
$189K - $222K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-45Closed |
$5.23K - $6.12K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-894Closed |
$104K - $122K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-21.7KClosed |
$2.52M - $2.95M
|
0
$0
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.59KClosed |
$185K - $216K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-350Closed |
$40.7K - $47.6K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
8New |
$929 - $1.09K
|
8
$916
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-3.93KClosed |
$472K - $516K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.9KClosed |
$228K - $249K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.88KClosed |
$465K - $509K
|
0
$0
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
567New |
$68K - $74.4K
|
567
$65K
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-3.62KClosed |
$434K - $475K
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-261Closed |
$31.3K - $34.3K
|
0
$0
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.72KClosed |
$207K - $226K
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
30New |
$3.6K - $3.94K
|
30
$3.44K
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-59.4KClosed |
$7.13M - $7.8M
|
0
$0
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
35New |
$3.87K - $4.49K
|
35
$4.01K
|
|
Aug 13, 2021
Q2 2021
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-11.7KClosed |
$1.29M - $1.5M
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-4.13KClosed |
$456K - $530K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-58Closed |
$6.41K - $7.45K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-148Closed |
$16.4K - $19K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-100Closed |
$11K - $12.8K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-202Closed |
$22.3K - $25.9K
|
0
$0
|
|
Jul 26, 2021
Q2 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-300Closed |
$33.1K - $38.5K
|
0
$0
|
|
Jul 19, 2021
Q2 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-16.9KClosed |
$1.87M - $2.17M
|
0
$0
|
|
Jul 16, 2021
Q2 2021
|
Secure Asset Management, LLC
|
SELL
|
- |
-20.1KClosed |
$2.22M - $2.58M
|
0
$0
|
|
Jul 14, 2021
Q2 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-74.5KClosed |
$8.23M - $9.56M
|
0
$0
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
1+ 0.25% |
$116 - $136
|
403
$46.2K
|
|
May 14, 2021
Q1 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
3.81KNew |
$441K - $517K
|
3.81K
$436K
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-220KClosed |
$25.5M - $29.9M
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-27.9KClosed |
$3.23M - $3.79M
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-2Closed |
$232 - $272
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Ascension Asset Management LLC
|
SELL
|
- |
-17.5KClosed |
$2.03M - $2.38M
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Avestar Capital, LLC
|
SELL
|
- |
-19.1KClosed |
$2.22M - $2.6M
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-114Closed |
$13.2K - $15.5K
|
0
$0
|
|
Apr 05, 2021
Q1 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-19.3KClosed |
$2.23M - $2.62M
|
0
$0
|
|
Q4 2020 | |||||||
Feb 26, 2021
Q4 2020
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
565New |
$54K - $70K
|
565
$64.7K
|
|
Feb 16, 2021
Q4 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-750Closed |
$71.6K - $93K
|
0
$0
|
|
Feb 10, 2021
Q4 2020
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-13.8KClosed |
$1.32M - $1.71M
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-6.03KClosed |
$576K - $747K
|
0
$0
|