Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-30.8K- 59.12% |
$3.37M - $4.06M
|
21.3K
$2.8M
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-1.48K- 2.13% |
$162K - $195K
|
67.8K
$8.91M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.2K- 99.92% |
$131K - $158K
|
1
$131
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-686- 25.35% |
$75K - $90.5K
|
2.02K
$265K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-668- 67.41% |
$73.1K - $88.1K
|
323
$42.4K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-657- 14.79% |
$71.9K - $86.7K
|
3.79K
$498K
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-437- 5.67% |
$47.8K - $57.6K
|
7.27K
$955K
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-324- 8.34% |
$35.4K - $42.7K
|
3.56K
$468K
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-255- 2.08% |
$27.9K - $33.6K
|
12K
$1.58M
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-212- 8.35% |
$23.2K - $28K
|
2.33K
$306K
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-201- 86.64% |
$22K - $26.5K
|
31
$4.07K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-150- 7.65% |
$16.4K - $19.8K
|
1.81K
$238K
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-136- 4.34% |
$14.9K - $17.9K
|
3K
$394K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-132- 3.37% |
$14.4K - $17.4K
|
3.78K
$497K
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-100- 1.63% |
$10.9K - $13.2K
|
6.03K
$792K
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-53- 0.99% |
$5.8K - $6.99K
|
5.28K
$694K
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-49- 2.23% |
$5.36K - $6.46K
|
2.15K
$283K
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-33- 0.41% |
$3.61K - $4.35K
|
8.12K
$1.07M
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-6- 0.03% |
$656 - $791
|
19.3K
$2.54M
|
|
Q3 2024 | |||||||
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-83.3K- 91.25% |
$7.69M - $9.21M
|
7.99K
$1.05M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-44K- 13.09% |
$4.06M - $4.86M
|
292K
$38.4M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-36.4K- 74.38% |
$3.36M - $4.02M
|
12.5K
$1.65M
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-29K- 34.16% |
$2.68M - $3.21M
|
55.9K
$7.35M
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-25.4K- 91.52% |
$2.34M - $2.81M
|
2.35K
$309K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.9K- 32.32% |
$1.47M - $1.76M
|
33.3K
$4.37M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-13K- 11.26% |
$1.2M - $1.44M
|
102K
$13.5M
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.4K- 1.83% |
$959K - $1.15M
|
558K
$73.4M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.28K- 15.12% |
$579K - $694K
|
35.2K
$4.63M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.97K- 13.2% |
$551K - $660K
|
39.2K
$5.15M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5K- 6.08% |
$462K - $553K
|
77.3K
$10.2M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.96K- 5.23% |
$458K - $549K
|
89.9K
$11.8M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.32K- 13.78% |
$307K - $367K
|
20.8K
$2.73M
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.06K- 23.95% |
$282K - $338K
|
9.71K
$1.28M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.94K- 13.91% |
$271K - $325K
|
18.2K
$2.39M
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-2.8K- 28.02% |
$258K - $309K
|
7.18K
$944K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.52K- 39.55% |
$233K - $279K
|
3.86K
$507K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.31K- 4.37% |
$214K - $256K
|
50.6K
$6.65M
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.24K- 42.07% |
$207K - $248K
|
3.09K
$405K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.59K- 3.38% |
$146K - $175K
|
45.4K
$5.97M
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.26K- 2.92% |
$117K - $140K
|
42K
$5.52M
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.11K- 3.48% |
$103K - $123K
|
30.9K
$4.06M
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.11K- 17.03% |
$103K - $123K
|
5.42K
$713K
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-993- 7.45% |
$91.7K - $110K
|
12.3K
$1.62M
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-901- 38.92% |
$83.2K - $99.6K
|
1.41K
$186K
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-836- 21.13% |
$77.2K - $92.4K
|
3.12K
$410K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-806- 14.11% |
$74.4K - $89.1K
|
4.91K
$645K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-777- 27.11% |
$71.7K - $85.9K
|
2.09K
$275K
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-718- 20.16% |
$66.3K - $79.4K
|
2.84K
$374K
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-530- 2.24% |
$48.9K - $58.6K
|
23.1K
$3.04M
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-530- 3.31% |
$48.9K - $58.6K
|
15.5K
$2.03M
|