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 |
|---|---|---|---|---|---|---|---|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
3.33KNew |
$257K - $292K
|
3.33K
$471K
|
|
|
Apr 14, 2023
Q4 2022
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
2.72KNew |
$209K - $238K
|
2.72K
$385K
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
385New |
$29.7K - $33.7K
|
385
$54.5K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
168New |
$12.9K - $14.7K
|
168
$23.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
46New |
$3.55K - $4.03K
|
46
$6.51K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
37New |
$2.85K - $3.24K
|
37
$5.24K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
24New |
$1.85K - $2.1K
|
24
$3.4K
|
|
| Q3 2022 | |||||||
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.05KNew |
$165K - $194K
|
2.05K
$290K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.23KNew |
$98.7K - $117K
|
1.23K
$174K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1.1KNew |
$88.3K - $104K
|
1.1K
$156K
|
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
473New |
$38K - $44.9K
|
473
$67K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
165New |
$13.2K - $15.7K
|
165
$23.4K
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
153New |
$12.3K - $14.5K
|
153
$21.7K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
19+ 0.37% |
$1.53K - $1.8K
|
5.12K
$724K
|
|
|
Nov 02, 2022
Q3 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
9+ 0.16% |
$723 - $854
|
5.65K
$800K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4+ 0.13% |
$321 - $379
|
3.2K
$453K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.26% |
$161 - $190
|
770
$109K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
7.5KNew |
$599K - $832K
|
7.5K
$1.06M
|
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.57KNew |
$125K - $174K
|
1.57K
$222K
|
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
650New |
$51.9K - $72.1K
|
650
$92K
|
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
24New |
$1.92K - $2.66K
|
24
$3.4K
|
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
15New |
$1.2K - $1.66K
|
15
$2.12K
|
|
|
Aug 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
9New |
$719 - $998
|
9
$1.27K
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
2+ 0.05% |
$160 - $222
|
3.98K
$563K
|
|
| Q1 2022 | |||||||
|
Apr 22, 2022
Q1 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
670+ 11.53% |
$63.8K - $81.5K
|
6.48K
$918K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
200New |
$19K - $24.3K
|
200
$28.3K
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
50New |
$4.76K - $6.08K
|
50
$7.08K
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4New |
$381 - $487
|
4
$566
|
|
| Q4 2021 | |||||||
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
274New |
$31.8K - $37.3K
|
274
$38.8K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
50New |
$5.81K - $6.8K
|
50
$7.08K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
8New |
$929 - $1.09K
|
8
$1.13K
|
|
| Q3 2021 | |||||||
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
567New |
$68K - $74.4K
|
567
$80.3K
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
30New |
$3.6K - $3.94K
|
30
$4.25K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
35New |
$3.87K - $4.49K
|
35
$4.95K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
3.81KNew |
$441K - $517K
|
3.81K
$539K
|
|
|
May 14, 2021
Q1 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
1+ 0.25% |
$116 - $136
|
403
$57.1K
|
|
| Q4 2020 | |||||||
|
Feb 26, 2021
Q4 2020
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
565New |
$54K - $70K
|
565
$80K
|
|
|
Jan 21, 2021
Q4 2020
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
224New |
$21.4K - $27.8K
|
224
$31.7K
|
|
| Q3 2020 | |||||||
|
Oct 27, 2020
Q3 2020
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
224New |
$19K - $22.4K
|
224
$31.7K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
168+ 17.11% |
$10.1K - $14.2K
|
1.15K
$163K
|
|
|
Aug 13, 2020
Q2 2020
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
104New |
$6.25K - $8.76K
|
104
$14.7K
|
|
| Q4 2019 | |||||||
|
Jan 30, 2020
Q4 2019
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
8.96K+ 223.04% |
$660K - $725K
|
13K
$1.84M
|
|
| Q1 2019 | |||||||
|
May 01, 2019
Q1 2019
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.92KNew |
$176K - $221K
|
2.92K
$413K
|
|
| Q3 2018 | |||||||
|
Nov 14, 2018
Q3 2018
|
Janney Capital Management LLC
|
BUY
|
- |
91.5KNew |
$6.44M - $6.95M
|
91.5K
$13M
|
|
|
Nov 15, 2018
Q3 2018
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
31.5KNew |
$2.21M - $2.39M
|
31.5K
$4.45M
|
|
| Q3 2017 | |||||||
|
Nov 14, 2017
Q3 2017
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$62.8 - $63.9
|
1
$142
|
|
| Q3 2015 | |||||||
|
Dec 22, 2020
Q3 2015
|
Lvz, Inc.
|
BUY
|
- |
964+ 21.28% |
N/A
|
5.5K
$778K
|
|