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
May 11, 2021 Q1 2021
Kestra Private Wealth Services, LLC

SELL
 -
-27.9K
Closed
$3.23M - $3.79M
0 $0
May 10, 2021 Q1 2021
Safeguard Investment Advisory Group, LLC

SELL
 -
-2
Closed
$232 - $272
0 $0
May 04, 2021 Q1 2021
Ascension Asset Management LLC

SELL
 -
-17.5K
Closed
$2.03M - $2.38M
0 $0
May 03, 2021 Q1 2021
Avestar Capital, LLC

SELL
 -
-19.1K
Closed
$2.22M - $2.6M
0 $0
Apr 26, 2021 Q1 2021
Simplex Trading, LLC

SELL
 -
-114
Closed
$13.2K - $15.5K
0 $0
Apr 05, 2021 Q1 2021
Fulcrum Equity Management

SELL
 -
-19.3K
Closed
$2.23M - $2.62M
0 $0
Q4 2020
Feb 26, 2021 Q4 2020
Luken Investment Analytics, LLC

Brentwood, TN
BUY
 -
565
New
$54K - $70K
565 $69.7K
Feb 16, 2021 Q4 2020
Glenmede Trust CO Na

Philadelphia, PA
SELL
 -
-750
Closed
$71.6K - $93K
0 $0
Feb 10, 2021 Q4 2020
Aveo Capital Partners, LLC

SELL
 -
-13.8K
Closed
$1.32M - $1.71M
0 $0
Feb 08, 2021 Q4 2020
Spotlight Asset Group, Inc.

Oakbrook Terrace, IL
SELL
 -
-6.03K
Closed
$576K - $747K
0 $0
Q3 2020
Nov 04, 2020 Q3 2020
New Square Capital LLC

SELL
 -
-947
Closed
$80.2K - $94.7K
0 $0
Oct 27, 2020 Q3 2020
Endurance Wealth Management, Inc.

BUY
 -
224
New
$19K - $22.4K
224 $27.6K
Q2 2020
Mar 24, 2023 Q2 2020
American Portfolios Advisors

Holbrook, NY
BUY
 -
168
+ 17.11%
$10.1K - $14.2K
1.15K $142K
Aug 24, 2020 Q2 2020
Stephens Inc

SELL
 -
-38.3K
Closed
$2.3M - $3.23M
0 $0
Aug 17, 2020 Q2 2020
Wealth Quarterback LLC

Toms River, NJ
SELL
 -
-100
Closed
$6.01K - $8.43K
0 $0
Aug 14, 2020 Q2 2020
Frontier Wealth Management LLC

Kansas City, MO
SELL
 -
-5.63K
Closed
$339K - $475K
0 $0
Aug 14, 2020 Q2 2020
Mbe Wealth Management, LLC

SELL
 -
-90
Closed
$5.41K - $7.58K
0 $0
Aug 13, 2020 Q2 2020
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
104
New
$6.25K - $8.76K
104 $12.8K
Aug 06, 2020 Q2 2020
Truvestments Capital LLC

Sarasota, FL
SELL
 -
-32
Closed
$1.92K - $2.7K
0 $0
Jul 31, 2020 Q2 2020
First Horizon Advisors, Inc.

SELL
 -
-233
Closed
$14K - $19.6K
0 $0
Jul 28, 2020 Q2 2020
Signal Point Asset Management, LLC

SELL
 -
-11K
Closed
$660K - $924K
0 $0
Jul 21, 2020 Q2 2020
Nwam LLC

Mercer Island, WA
SELL
 -
-8.1K
Closed
$487K - $683K
0 $0
Jul 20, 2020 Q2 2020
Provident Wealth Management, LLC

SELL
 -
-36K
Closed
$2.16M - $3.03M
0 $0
Q1 2020
May 15, 2020 Q1 2020
Silicon Hills Wealth Management, LLC

Austin, TX
SELL
 -
-1
Closed
$55.4 - $87.9
0 $0
May 15, 2020 Q1 2020
Zions Bancorporation, N.A.

SELL
 -
-2.6K
Closed
$144K - $228K
0 $0
May 14, 2020 Q1 2020
Independent Advisor Alliance

SELL
 -
-3.66K
Closed
$203K - $321K
0 $0
May 14, 2020 Q1 2020
Advisor Net Financial, Inc

SELL
 -
-100
Closed
$5.54K - $8.79K
0 $0
May 08, 2020 Q1 2020
Barber Financial Group, Inc.

SELL
 -
-10.6K
Closed
$589K - $935K
0 $0
May 07, 2020 Q1 2020
Evoke Wealth, LLC

SELL
 -
-784
Closed
$43.4K - $68.9K
0 $0
May 07, 2020 Q1 2020
Bell Rock Capital LLC

SELL
 -
-3.47K
Closed
$192K - $305K
0 $0
Apr 24, 2020 Q1 2020
Jacobi Capital Management LLC

SELL
 -
-246
Closed
$13.6K - $21.6K
0 $0
Apr 21, 2020 Q1 2020
Centaurus Financial, Inc.

SELL
 -
-2.55K
Closed
$141K - $224K
0 $0
Apr 21, 2020 Q1 2020
Peterson Wealth Advisors, LLC

SELL
 -
-2.61K
Closed
$144K - $229K
0 $0
Apr 17, 2020 Q1 2020
Central Trust CO

Jefferson City, MO
SELL
 -
-950
Closed
$52.6K - $83.5K
0 $0
Apr 16, 2020 Q1 2020
Farmers & Merchants Investments Inc

SELL
 -
-50
Closed
$2.77K - $4.39K
0 $0
Q4 2019
Feb 28, 2020 Q4 2019
Financial Gravity Asset Management, Inc.

SELL
 -
-47
Closed
$3.46K - $3.81K
0 $0
Feb 13, 2020 Q4 2019
Mycio Wealth Partners, LLC

SELL
 -
-744
Closed
$54.8K - $60.3K
0 $0
Feb 05, 2020 Q4 2019
Nations Financial Group Inc,

Cedar Rapids, IA
SELL
 -
-7.68K
Closed
$566K - $622K
0 $0
Jan 30, 2020 Q4 2019
Strategic Wealth Partners, Ltd.

Independence, OH
SELL
 -
-300
Closed
$22.1K - $24.3K
0 $0
Jan 30, 2020 Q4 2019
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
8.96K
+ 223.04%
$660K - $725K
13K $1.6M
Jan 28, 2020 Q4 2019
Quad Cities Investment Group, LLC

Davenport, IA
SELL
 -
-740
Closed
$54.5K - $59.9K
0 $0
Jan 09, 2020 Q4 2019
Old Port Advisors

SELL
 -
-1.54K
Closed
$113K - $124K
0 $0
Jan 09, 2020 Q4 2019
West Oak Capital, LLC

SELL
 -
-250
Closed
$18.4K - $20.3K
0 $0
Q3 2019
Nov 12, 2019 Q3 2019
Barometer Capital Management Inc.

Toronto, A6
SELL
 -
-45.9K
Closed
$3.45M - $3.74M
0 $0
Nov 12, 2019 Q3 2019
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-2.1K
Closed
$158K - $171K
0 $0
Nov 12, 2019 Q3 2019
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-25
- 26.32%
$1.88K - $2.04K
70 $8.63K
Nov 04, 2019 Q3 2019
Doliver Advisors, LP

Houston, TX
SELL
 -
-4.17K
Closed
$313K - $339K
0 $0
Oct 30, 2019 Q3 2019
Executive Wealth Management, LLC

SELL
 -
-529
- 18.19%
$39.8K - $43.1K
2.38K $293K
Oct 18, 2019 Q3 2019
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-169
Closed
$12.7K - $13.8K
0 $0

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