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 |
---|---|---|---|---|---|---|---|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
950New |
$87.7K - $105K
|
950
$139K
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
947+ 21.38% |
$87.4K - $105K
|
5.38K
$785K
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
BUY
|
- |
682+ 34.67% |
$63K - $75.4K
|
2.65K
$386K
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
350New |
$32.3K - $38.7K
|
350
$51.1K
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
222New |
$20.5K - $24.5K
|
222
$32.4K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
192New |
$17.7K - $21.2K
|
192
$28K
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
125New |
$11.5K - $13.8K
|
125
$18.2K
|
|
Oct 16, 2024
Q3 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
99New |
$9.14K - $10.9K
|
99
$14.4K
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
86New |
$7.94K - $9.51K
|
86
$12.5K
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
40New |
$3.69K - $4.42K
|
40
$5.84K
|
|
Q2 2024 | |||||||
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
624New |
$59.7K - $65.6K
|
624
$91K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
200New |
$19.1K - $21K
|
200
$29.2K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
100New |
$9.57K - $10.5K
|
100
$14.6K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
29New |
$2.78K - $3.05K
|
29
$4.23K
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
25New |
$2.39K - $2.63K
|
25
$3.65K
|
|
Q1 2024 | |||||||
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
71.5KNew |
$6.48M - $7.63M
|
71.5K
$10.4M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
28.7K+ 94.88% |
$2.6M - $3.06M
|
58.9K
$8.59M
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.74KNew |
$248K - $292K
|
2.74K
$400K
|
|
Apr 15, 2024
Q1 2024
|
Epiq Partners, LLC
|
BUY
|
- |
2KNew |
$181K - $213K
|
2K
$292K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.18KNew |
$107K - $126K
|
1.18K
$173K
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
243New |
$22K - $25.9K
|
243
$35.5K
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
124New |
$11.2K - $13.2K
|
124
$18.1K
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
57+ 1.08% |
$5.16K - $6.08K
|
5.32K
$777K
|
|
Q4 2023 | |||||||
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.36KNew |
$180K - $230K
|
2.36K
$345K
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.2KNew |
$168K - $214K
|
2.2K
$321K
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
2.11KNew |
$161K - $205K
|
2.11K
$307K
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
900New |
$68.7K - $87.4K
|
900
$131K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
784New |
$59.8K - $76.2K
|
784
$114K
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
523New |
$39.9K - $50.8K
|
523
$76.3K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
476New |
$36.3K - $46.2K
|
476
$69.4K
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
238New |
$18.2K - $23.1K
|
238
$34.7K
|
|
Jan 25, 2024
Q4 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
109+ 0.24% |
$8.32K - $10.6K
|
45.3K
$6.61M
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
95New |
$7.25K - $9.23K
|
95
$13.9K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
51New |
$3.89K - $4.95K
|
51
$7.44K
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
15New |
$1.14K - $1.46K
|
15
$2.19K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
12New |
$916 - $1.17K
|
12
$1.75K
|
|
Q3 2023 | |||||||
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
75.6KNew |
$6.15M - $7.22M
|
75.6K
$11M
|
|
Nov 13, 2023
Q3 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
47.7KNew |
$3.88M - $4.55M
|
47.7K
$6.96M
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
200New |
$16.3K - $19.1K
|
200
$29.2K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
6New |
$488 - $573
|
6
$875
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
1+ 0.09% |
$81.4 - $95.4
|
1.15K
$167K
|
|
Q2 2023 | |||||||
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
67.2KNew |
$5.32M - $5.96M
|
67.2K
$9.8M
|
|
Jul 10, 2023
Q2 2023
|
Retireful, LLC
|
BUY
|
- |
9.61KNew |
$762K - $854K
|
9.61K
$1.4M
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
6KNew |
$475K - $533K
|
6K
$875K
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
801+ 32.87% |
$63.5K - $71.1K
|
3.24K
$472K
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
140New |
$11.1K - $12.4K
|
140
$20.4K
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$79.2 - $88.8
|
1
$146
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.12% |
$79.2 - $88.8
|
810
$118K
|
|
Q1 2023 | |||||||
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.48K+ 836.16% |
$114K - $130K
|
1.66K
$242K
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
211New |
$16.2K - $18.6K
|
211
$30.8K
|