Latest Institutional Purchases of First Trust Us Equity Opportun (FPX)
This list provides information on the latest institutional transactions involving First Trust Us Equity Opportun (FPX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
119KNew |
$13M - $15.7M
|
119K
$15.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
23.3K+ 61.33% |
$2.54M - $3.07M
|
61.2K
$8.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
23.2K+ 43.75% |
$2.54M - $3.06M
|
76.3K
$10M
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.3KNew |
$2M - $2.41M
|
18.3K
$2.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
14K+ 30.74% |
$1.53M - $1.84M
|
59.4K
$7.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
13.2K+ 10.22% |
$1.44M - $1.74M
|
142K
$18.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
12K+ 2.14% |
$1.31M - $1.58M
|
570K
$74.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.17K+ 49.29% |
$675K - $814K
|
18.7K
$2.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
5.84K+ 75.12% |
$639K - $771K
|
13.6K
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.8KNew |
$635K - $766K
|
5.8K
$762K
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
4.67KNew |
$510K - $615K
|
4.67K
$612K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
4.34KNew |
$475K - $573K
|
4.34K
$570K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.07K+ 19.59% |
$446K - $537K
|
24.9K
$3.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
3.82KNew |
$418K - $504K
|
3.82K
$502K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.73KNew |
$408K - $491K
|
3.73K
$489K
|
|
|
Jan 21, 2025
Q4 2024
|
Eclectic Associates Inc
|
BUY
|
- |
3.46K+ 95.44% |
$378K - $456K
|
7.08K
$929K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.27KNew |
$357K - $431K
|
3.27K
$429K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
2.93K+ 15.3% |
$321K - $387K
|
22.1K
$2.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.7KNew |
$296K - $357K
|
2.7K
$355K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.57K+ 41.68% |
$282K - $340K
|
8.75K
$1.15M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.51KNew |
$275K - $331K
|
2.51K
$329K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.35K+ 17.64% |
$256K - $309K
|
15.6K
$2.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.21KNew |
$242K - $291K
|
2.21K
$290K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.1K+ 15.46% |
$230K - $278K
|
15.7K
$2.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.9KNew |
$208K - $251K
|
1.9K
$249K
|
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
1.84KNew |
$201K - $242K
|
1.84K
$241K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.81KNew |
$198K - $238K
|
1.81K
$237K
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
1.77KNew |
$194K - $234K
|
1.77K
$233K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.77KNew |
$193K - $233K
|
1.77K
$232K
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
1.72KNew |
$188K - $226K
|
1.72K
$225K
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
1.62KNew |
$177K - $213K
|
1.62K
$212K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.32K+ 296.62% |
$144K - $174K
|
1.76K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
921+ 31.6% |
$101K - $121K
|
3.84K
$503K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
880New |
$96.3K - $116K
|
880
$115K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
721+ 2.66% |
$78.9K - $95.1K
|
27.8K
$3.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
588New |
$64.3K - $77.6K
|
588
$77.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
428+ 0.91% |
$46.8K - $56.5K
|
47.4K
$6.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
405New |
$44.3K - $53.4K
|
405
$53.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
396New |
$43.3K - $52.2K
|
396
$52K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
350+ 0.44% |
$38.3K - $46.2K
|
79.1K
$10.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
335New |
$36.6K - $44.2K
|
335
$44K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
329+ 373.86% |
$36K - $43.4K
|
417
$54.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
239+ 4.82% |
$26.1K - $31.5K
|
5.2K
$682K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
200New |
$21.9K - $26.4K
|
200
$26.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
197New |
$21.5K - $26K
|
197
$25.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
174New |
$19K - $23K
|
174
$22.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
156+ 2.3% |
$17.1K - $20.6K
|
6.93K
$910K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
109New |
$11.9K - $14.4K
|
109
$14.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
100+ 4.27% |
$10.9K - $13.2K
|
2.44K
$320K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
96+ 3.24% |
$10.5K - $12.7K
|
3.06K
$402K
|