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 |
---|---|---|---|---|---|---|---|
Jan 21, 2021
Q4 2020
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
224New |
$21.4K - $27.8K
|
224
$25.7K
|
|
Q3 2020 | |||||||
Nov 04, 2020
Q3 2020
|
New Square Capital LLC
|
SELL
|
- |
-947Closed |
$80.2K - $94.7K
|
0
$0
|
|
Oct 27, 2020
Q3 2020
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
224New |
$19K - $22.4K
|
224
$25.7K
|
|
Q2 2020 | |||||||
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
168+ 17.11% |
$10.1K - $14.2K
|
1.15K
$132K
|
|
Aug 24, 2020
Q2 2020
|
Stephens Inc
|
SELL
|
- |
-38.3KClosed |
$2.3M - $3.23M
|
0
$0
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-100Closed |
$6.01K - $8.43K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-5.63KClosed |
$339K - $475K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-90Closed |
$5.41K - $7.58K
|
0
$0
|
|
Aug 13, 2020
Q2 2020
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
104New |
$6.25K - $8.76K
|
104
$11.9K
|
|
Aug 06, 2020
Q2 2020
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-32Closed |
$1.92K - $2.7K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-233Closed |
$14K - $19.6K
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-11KClosed |
$660K - $924K
|
0
$0
|
|
Jul 21, 2020
Q2 2020
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-8.1KClosed |
$487K - $683K
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-36KClosed |
$2.16M - $3.03M
|
0
$0
|
|
Q1 2020 | |||||||
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1Closed |
$55.4 - $87.9
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2.6KClosed |
$144K - $228K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-3.66KClosed |
$203K - $321K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-100Closed |
$5.54K - $8.79K
|
0
$0
|
|
May 08, 2020
Q1 2020
|
Barber Financial Group, Inc.
|
SELL
|
- |
-10.6KClosed |
$589K - $935K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-3.47KClosed |
$192K - $305K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Evoke Wealth, LLC
|
SELL
|
- |
-784Closed |
$43.4K - $68.9K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-246Closed |
$13.6K - $21.6K
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.55KClosed |
$141K - $224K
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-2.61KClosed |
$144K - $229K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-950Closed |
$52.6K - $83.5K
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-50Closed |
$2.77K - $4.39K
|
0
$0
|
|
Q4 2019 | |||||||
Feb 28, 2020
Q4 2019
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-47Closed |
$3.46K - $3.81K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-744Closed |
$54.8K - $60.3K
|
0
$0
|
|
Feb 05, 2020
Q4 2019
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-7.68KClosed |
$566K - $622K
|
0
$0
|
|
Jan 30, 2020
Q4 2019
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.96K+ 223.04% |
$660K - $725K
|
13K
$1.49M
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-300Closed |
$22.1K - $24.3K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-740Closed |
$54.5K - $59.9K
|
0
$0
|
|
Jan 09, 2020
Q4 2019
|
West Oak Capital, LLC
|
SELL
|
- |
-250Closed |
$18.4K - $20.3K
|
0
$0
|
|
Jan 09, 2020
Q4 2019
|
Old Port Advisors
|
SELL
|
- |
-1.54KClosed |
$113K - $124K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 12, 2019
Q3 2019
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-25- 26.32% |
$1.88K - $2.04K
|
70
$8.02K
|
|
Nov 12, 2019
Q3 2019
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.1KClosed |
$158K - $171K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-45.9KClosed |
$3.45M - $3.74M
|
0
$0
|
|
Nov 04, 2019
Q3 2019
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-4.17KClosed |
$313K - $339K
|
0
$0
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-529- 18.19% |
$39.8K - $43.1K
|
2.38K
$273K
|
|
Oct 18, 2019
Q3 2019
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-169Closed |
$12.7K - $13.8K
|
0
$0
|
|
Oct 04, 2019
Q3 2019
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-252Closed |
$19K - $20.5K
|
0
$0
|
|
Q2 2019 | |||||||
Aug 06, 2019
Q2 2019
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-104KClosed |
$7.55M - $8.23M
|
0
$0
|
|
Jul 24, 2019
Q2 2019
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-91.3KClosed |
$6.64M - $7.24M
|
0
$0
|
|
Jul 19, 2019
Q2 2019
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-162Closed |
$11.8K - $12.9K
|
0
$0
|
|
Jul 19, 2019
Q2 2019
|
Destination Wealth Management
|
SELL
|
- |
-252Closed |
$18.3K - $20K
|
0
$0
|
|
Q1 2019 | |||||||
May 15, 2019
Q1 2019
|
Claybrook Capital, LLC
|
SELL
|
- |
-657Closed |
$39.7K - $49.6K
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-13KClosed |
$788K - $986K
|
0
$0
|
|
May 10, 2019
Q1 2019
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-32.7KClosed |
$1.98M - $2.47M
|
0
$0
|
|
May 10, 2019
Q1 2019
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-290Closed |
$17.5K - $21.9K
|
0
$0
|
|
May 09, 2019
Q1 2019
|
Well Done, LLC
|
SELL
|
- |
-657Closed |
$39.7K - $49.6K
|
0
$0
|