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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
79.9K+ 20.49% |
$7.93M - $11.6M
|
470K
$72.3M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
33.9K+ 387.92% |
$3.37M - $4.92M
|
42.7K
$6.56M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
26.8K+ 9.35% |
$2.66M - $3.89M
|
314K
$48.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
23.8K+ 19.54% |
$2.36M - $3.45M
|
146K
$22.4M
|
|
|
Jul 21, 2025
Q2 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
17.9K+ 297.36% |
$1.78M - $2.6M
|
24K
$3.68M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.8K+ 103.4% |
$1.47M - $2.15M
|
29.2K
$4.49M
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
6.85KNew |
$679K - $992K
|
6.85K
$1.05M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.75KNew |
$669K - $978K
|
6.75K
$1.04M
|
|
|
Aug 15, 2025
Q2 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
5.21K+ 283.16% |
$517K - $755K
|
7.05K
$1.08M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
5.18K+ 196.58% |
$513K - $750K
|
7.81K
$1.2M
|
|
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.94K+ 231.09% |
$490K - $716K
|
7.08K
$1.09M
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.74KNew |
$470K - $687K
|
4.74K
$728K
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
4.07KNew |
$404K - $590K
|
4.07K
$626K
|
|
|
Aug 14, 2025
Q2 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.04K+ 103.04% |
$400K - $585K
|
7.95K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.37K+ 18.01% |
$335K - $489K
|
22.1K
$3.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.1K+ 64.07% |
$308K - $450K
|
7.95K
$1.22M
|
|
|
Aug 11, 2025
Q2 2025
|
October Effect LTD
Virginia Beach, VA |
BUY
|
- |
2.74KNew |
$271K - $396K
|
2.74K
$421K
|
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
2.46K+ 42.34% |
$244K - $356K
|
8.26K
$1.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
2.09KNew |
$207K - $303K
|
2.09K
$321K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.07K+ 172.31% |
$205K - $299K
|
3.27K
$502K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.78KNew |
$177K - $258K
|
1.78K
$274K
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
1.77KNew |
$176K - $257K
|
1.77K
$272K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
1.72KNew |
$170K - $249K
|
1.72K
$264K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
BUY
|
- |
1.7KNew |
$168K - $246K
|
1.7K
$261K
|
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.64KNew |
$163K - $238K
|
1.64K
$252K
|
|
|
Jul 11, 2025
Q2 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
1.62KNew |
$160K - $234K
|
1.62K
$248K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.58KNew |
$156K - $229K
|
1.58K
$242K
|
|
|
Aug 11, 2025
Q2 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
1.5KNew |
$149K - $218K
|
1.5K
$231K
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
BUY
|
CALL |
1.5KNew |
$149K - $217K
|
1.5K
$231K
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
1.47KNew |
$146K - $214K
|
1.47K
$227K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.44K+ 2.44% |
$142K - $208K
|
60.3K
$9.28M
|
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
1.43KNew |
$142K - $207K
|
1.43K
$219K
|
|
|
Jul 15, 2025
Q2 2025
|
Tru Independence LLC
|
BUY
|
- |
1.42KNew |
$141K - $206K
|
1.42K
$219K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.41KNew |
$140K - $205K
|
1.41K
$217K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.4KNew |
$139K - $203K
|
1.4K
$216K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.08K+ 2.3% |
$107K - $157K
|
48.1K
$7.4M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
692+ 13.87% |
$68.6K - $100K
|
5.68K
$873K
|
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
624+ 6.35% |
$61.9K - $90.4K
|
10.5K
$1.61M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
616+ 30.27% |
$61.1K - $89.3K
|
2.65K
$408K
|
|
|
Aug 13, 2025
Q2 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
612+ 12.07% |
$60.7K - $88.7K
|
5.68K
$873K
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
549+ 6.94% |
$54.5K - $79.6K
|
8.46K
$1.3M
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
400New |
$39.7K - $58K
|
400
$61.5K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
367New |
$36.4K - $53.2K
|
367
$56.4K
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
320+ 4.54% |
$31.7K - $46.4K
|
7.36K
$1.13M
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
300New |
$29.8K - $43.5K
|
300
$46.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
290+ 1.02% |
$28.8K - $42K
|
28.7K
$4.41M
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
278+ 36.29% |
$27.6K - $40.3K
|
1.04K
$161K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
263+ 0.27% |
$26.1K - $38.1K
|
98.9K
$15.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
206+ 7.98% |
$20.4K - $29.9K
|
2.79K
$428K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
200New |
$19.8K - $29K
|
200
$30.8K
|