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
Jan 15, 2025 Q4 2024
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
96
+ 1.48%
$10.5K - $12.7K
6.6K $772K
Jan 21, 2025 Q4 2024
Sound Income Strategies, LLC

BUY
 -
86
New
$9.41K - $11.3K
86 $10.1K
Feb 14, 2025 Q4 2024
Mai Capital Management

BUY
 -
70
New
$7.66K - $9.23K
70 $8.19K
Feb 05, 2025 Q4 2024
Sbi Securities Co., Ltd.

Tokyo, M0
BUY
 -
69
New
$7.55K - $9.1K
69 $8.07K
Feb 12, 2025 Q4 2024
Smith, Moore & Co.

Clayton, MO
BUY
 -
60
+ 2.21%
$6.56K - $7.91K
2.78K $325K
Feb 13, 2025 Q4 2024
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
43
+ 0.28%
$4.7K - $5.67K
15.5K $1.82M
Feb 10, 2025 Q4 2024
Vsm Wealth Advisory, LLC

Hunt Valley, MD
BUY
 -
38
New
$4.16K - $5.01K
38 $4.45K
Jan 31, 2025 Q4 2024
Global Retirement Partners, LLC

BUY
 -
30
+ 6.29%
$3.28K - $3.96K
507 $59.3K
Jan 27, 2025 Q4 2024
Onyx Bridge Wealth Group LLC

BUY
 -
14
+ 0.09%
$1.53K - $1.85K
16.1K $1.88M
Jan 17, 2025 Q4 2024
Cornerstone Wealth Management, LLC

BUY
 -
14
+ 0.23%
$1.53K - $1.85K
6.07K $710K
Feb 06, 2025 Q4 2024
Steward Partners Investment Advisory, LLC

BUY
 -
10
+ 0.09%
$1.09K - $1.32K
11K $1.29M
Feb 14, 2025 Q4 2024
Bellwether Advisors, LLC

BUY
 -
7
New
$766 - $923
7 $819
Feb 13, 2025 Q4 2024
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
2
+ 0.05%
$219 - $264
4.09K $478K
Feb 13, 2025 Q4 2024
Prospera Financial Services Inc

BUY
 -
2
+ 0.04%
$219 - $264
4.91K $574K
Jan 23, 2025 Q4 2024
New Millennium Group LLC

Sandy, UT
BUY
 -
2
New
$219 - $264
2 $234
Jan 21, 2025 Q4 2024
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
2
+ 0.04%
$219 - $264
5.59K $654K
Feb 14, 2025 Q4 2024
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
1
+ 0.04%
$109 - $132
2.84K $333K
Feb 14, 2025 Q4 2024
Creative Planning

Overland Park, KS
BUY
 -
1
+ 0.01%
$109 - $132
6.74K $788K
Feb 11, 2025 Q4 2024
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
1
+ 0.03%
$109 - $132
2.97K $348K
Feb 05, 2025 Q4 2024
Wiser Advisor Group LLC

Phoenix, AZ
BUY
 -
1
+ 0.07%
$109 - $132
1.42K $166K
Jan 29, 2025 Q4 2024
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
1
+ 0.21%
$109 - $132
471 $55.1K
Feb 13, 2025 Q4 2024
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
0
New
$0 - $0
0 $0
Q3 2024
Oct 25, 2024 Q3 2024
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
4.62K
New
$427K - $511K
4.62K $540K
Oct 24, 2024 Q3 2024
Hibernia Wealth Partners, LLC

Baton Rouge, LA
BUY
 -
4.55K
New
$420K - $503K
4.55K $532K
Nov 14, 2024 Q3 2024
Synovus Financial Corp

Columbus, GA
BUY
 -
2.01K
New
$185K - $222K
2.01K $235K
Nov 14, 2024 Q3 2024
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
1.86K
New
$171K - $205K
1.86K $217K
Nov 13, 2024 Q3 2024
Bank Of Montreal

Toronto, A6
BUY
 -
950
New
$87.7K - $105K
950 $111K
Nov 14, 2024 Q3 2024
Old Mission Capital LLC

BUY
 -
947
+ 21.38%
$87.4K - $105K
5.38K $629K
Nov 06, 2024 Q3 2024
Accredited Investors Inc.

BUY
 -
682
+ 34.67%
$63K - $75.4K
2.65K $310K
Nov 25, 2024 Q3 2024
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
350
New
$32.3K - $38.7K
350 $40.9K
Oct 24, 2024 Q3 2024
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
222
New
$20.5K - $24.5K
222 $26K
Nov 08, 2024 Q3 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
192
New
$17.7K - $21.2K
192 $22.5K
Oct 29, 2024 Q3 2024
Iag Wealth Partners, LLC

BUY
 -
125
New
$11.5K - $13.8K
125 $14.6K
Oct 16, 2024 Q3 2024
Indiana Trust & Investment Management CO

BUY
 -
99
New
$9.14K - $10.9K
99 $11.6K
Oct 28, 2024 Q3 2024
Rosenberg Matthew Hamilton

BUY
 -
86
New
$7.94K - $9.51K
86 $10.1K
Nov 14, 2024 Q3 2024
Snowden Capital Advisors LLC

New York, NY
BUY
 -
58
+ 2.62%
$5.36K - $6.41K
2.28K $266K
Nov 14, 2024 Q3 2024
Financial Network Wealth Advisors LLC

Murray, UT
BUY
 -
40
New
$3.69K - $4.42K
40 $4.68K
Q2 2024
Jul 29, 2024 Q2 2024
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
3.1K
New
$297K - $326K
3.1K $363K
Jul 30, 2024 Q2 2024
International Assets Investment Management, LLC

Orlando, FL
BUY
 -
624
New
$59.7K - $65.6K
624 $73K
Jul 05, 2024 Q2 2024
Thurston, Springer, Miller, Herd & Titak, Inc.

Indianapolis, IN
BUY
 -
200
New
$19.1K - $21K
200 $23.4K
Aug 06, 2024 Q2 2024
Us Bancorp \De\

BUY
 -
100
New
$9.57K - $10.5K
100 $11.7K
Jul 08, 2024 Q2 2024
Cascade Investment Advisors, Inc.

Oregon City, OR
BUY
 -
75
+ 1.25%
$7.18K - $7.89K
6.07K $710K
Jul 16, 2024 Q2 2024
Org Partners LLC

Roanoke, IN
BUY
 -
29
New
$2.78K - $3.05K
29 $3.39K
Jul 09, 2024 Q2 2024
Lynx Investment Advisory

Washington, Dc, DC
BUY
 -
25
New
$2.39K - $2.63K
25 $2.92K
Q1 2024
May 08, 2024 Q1 2024
Sage View Advisory Group, LLC

Newport Beach, CA
BUY
 -
71.5K
New
$6.48M - $7.63M
71.5K $8.37M
May 14, 2024 Q1 2024
Cetera Advisors LLC

Denver, CO
BUY
 -
28.7K
+ 94.88%
$2.6M - $3.06M
58.9K $6.89M
Apr 30, 2024 Q1 2024
Lineweaver Wealth Advisors, LLC

BUY
 -
2.74K
New
$248K - $292K
2.74K $320K
Apr 15, 2024 Q1 2024
Epiq Partners, LLC

BUY
 -
2K
New
$181K - $213K
2K $234K
May 10, 2024 Q1 2024
Continuum Advisory, LLC

Eagle, ID
BUY
 -
1.18K
New
$107K - $126K
1.18K $138K

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