Latest Institutional Purchases of First Trust Us Equity Opportun (FPX)

FPX Quotes by TradingView

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
May 06, 2025 Q1 2025
Assetmark, Inc

BUY
 -
83
+ 20.96%
$8.82K - $11.9K
479 $69.9K
May 14, 2025 Q1 2025
Captrust Financial Advisors

Raleigh, NC
BUY
 -
81
+ 2.11%
$8.6K - $11.6K
3.92K $571K
May 05, 2025 Q1 2025
Ifp Advisors, Inc

BUY
 -
30
+ 9.23%
$3.19K - $4.31K
355 $51.8K
May 23, 2025 Q1 2025
Swan Capital LLC

Pensacola, FL
BUY
 -
27
New
$2.87K - $3.88K
27 $3.94K
May 14, 2025 Q1 2025
Country Trust Bank

BUY
 -
27
New
$2.87K - $3.88K
27 $3.94K
May 07, 2025 Q1 2025
Richards, Merrill & Peterson, Inc.

Spokane, WA
BUY
 -
20
New
$2.12K - $2.87K
20 $2.92K
May 15, 2025 Q1 2025
Mai Capital Management

BUY
 -
12
+ 17.14%
$1.27K - $1.72K
82 $12K
May 01, 2025 Q1 2025
Sbi Securities Co., Ltd.

Tokyo, M0
BUY
 -
5
+ 7.25%
$531 - $718
74 $10.8K
Apr 16, 2025 Q1 2025
Puff Wealth Management, LLC

Haddonfield, NJ
BUY
 -
4
+ 0.22%
$425 - $574
1.84K $269K
Apr 28, 2025 Q1 2025
Rossby Financial, Lcc

Melbourne, FL
BUY
 -
3
New
$319 - $431
3 $438
May 15, 2025 Q1 2025
Prospera Financial Services Inc

BUY
 -
1
+ 0.02%
$106 - $144
4.91K $716K
May 08, 2025 Q1 2025
Ifg Advisory, LLC

BUY
 -
1
+ 0.02%
$106 - $144
5.81K $847K
Apr 02, 2025 Q1 2025
Global Wealth Strategies & Associates

Denver, CO
BUY
 -
1
New
$106 - $144
1 $146
May 14, 2025 Q1 2025
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q4 2024
Feb 14, 2025 Q4 2024
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
6.17K
+ 49.29%
$675K - $814K
18.7K $2.73M
Jan 17, 2025 Q4 2024
Apeiron Ria LLC

BUY
 -
4.34K
New
$475K - $573K
4.34K $634K
Feb 14, 2025 Q4 2024
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
3.82K
New
$418K - $504K
3.82K $558K
Jan 21, 2025 Q4 2024
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
3.73K
New
$408K - $491K
3.73K $544K
Feb 07, 2025 Q4 2024
Ever Source Wealth Advisors, LLC

BUY
 -
3.27K
New
$357K - $431K
3.27K $477K
Feb 07, 2025 Q4 2024
Independent Advisor Alliance

BUY
 -
2.7K
New
$296K - $357K
2.7K $395K
Feb 14, 2025 Q4 2024
Two Sigma Securities, LLC

New York, NY
BUY
 -
2.21K
New
$242K - $291K
2.21K $322K
Feb 14, 2025 Q4 2024
Flow Traders U.S. LLC

New York, NY
BUY
 -
1.9K
New
$208K - $251K
1.9K $277K
Feb 10, 2025 Q4 2024
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
1.81K
New
$198K - $238K
1.81K $264K
Jan 30, 2025 Q4 2024
Valmark Advisers, Inc.

BUY
 -
1.77K
New
$193K - $233K
1.77K $258K
Jul 14, 2025 Q4 2024
Flp Wealth Management, LLC

Bentonville, AR
BUY
 -
1.57K
New
$172K - $207K
1.57K $229K
Jan 30, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
880
New
$96.3K - $116K
880 $128K
Jan 14, 2025 Q4 2024
Decker Retirement Planning Inc.

Levi, UT
BUY
 -
588
New
$64.3K - $77.6K
588 $85.8K
Feb 14, 2025 Q4 2024
Banque Transatlantique Sa

Paris, I0
BUY
 -
405
New
$44.3K - $53.4K
405 $59.1K
Feb 10, 2025 Q4 2024
Atala Financial Inc

Calabasas, CA
BUY
 -
335
New
$36.6K - $44.2K
335 $48.9K
Jan 16, 2025 Q4 2024
Grove Bank & Trust

BUY
 -
200
New
$21.9K - $26.4K
200 $29.2K
Feb 13, 2025 Q4 2024
Quest 10 Wealth Builders, Inc.

Fuquay Varina, VA
BUY
 -
197
New
$21.5K - $26K
197 $28.7K
Feb 13, 2025 Q4 2024
Transce3nd, LLC

Kyle, TX
BUY
 -
174
New
$19K - $23K
174 $25.4K
Jun 06, 2025 Q4 2024
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
130
+ 0.47%
$14.2K - $17.1K
27.7K $4.04M
Jan 15, 2025 Q4 2024
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
96
+ 1.48%
$10.5K - $12.7K
6.6K $963K
Jan 21, 2025 Q4 2024
Sound Income Strategies, LLC

BUY
 -
86
New
$9.41K - $11.3K
86 $12.5K
Feb 12, 2025 Q4 2024
Smith, Moore & Co.

Clayton, MO
BUY
 -
60
+ 2.21%
$6.56K - $7.91K
2.78K $405K
Feb 13, 2025 Q4 2024
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
43
+ 0.28%
$4.7K - $5.67K
15.5K $2.27M
Feb 10, 2025 Q4 2024
Vsm Wealth Advisory, LLC

Hunt Valley, MD
BUY
 -
38
New
$4.16K - $5.01K
38 $5.54K
Jan 31, 2025 Q4 2024
Global Retirement Partners, LLC

BUY
 -
30
+ 6.29%
$3.28K - $3.96K
507 $74K
Feb 14, 2025 Q4 2024
Bellwether Advisors, LLC

BUY
 -
7
New
$766 - $923
7 $1.02K
Feb 13, 2025 Q4 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
2
+ 0.05%
$219 - $264
4.09K $597K
Jan 23, 2025 Q4 2024
New Millennium Group LLC

Sandy, UT
BUY
 -
2
New
$219 - $264
2 $292
Feb 14, 2025 Q4 2024
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
1
+ 0.04%
$109 - $132
2.84K $415K
Feb 11, 2025 Q4 2024
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
1
+ 0.03%
$109 - $132
2.97K $434K
Feb 05, 2025 Q4 2024
Wiser Advisor Group LLC

Phoenix, AZ
BUY
 -
1
+ 0.07%
$109 - $132
1.42K $206K
Jan 29, 2025 Q4 2024
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
1
+ 0.21%
$109 - $132
471 $68.7K
Q3 2024
Oct 25, 2024 Q3 2024
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
4.62K
New
$427K - $511K
4.62K $674K
Oct 24, 2024 Q3 2024
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
4.55K
New
$420K - $503K
4.55K $663K
Nov 14, 2024 Q3 2024
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
1.86K
New
$171K - $205K
1.86K $271K

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