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 |
---|---|---|---|---|---|---|---|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-21.1K- 50.0% |
$2.24M - $3.02M
|
21.1K
$2.51M
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-16.8K- 42.5% |
$1.78M - $2.41M
|
22.7K
$2.7M
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-11.1K- 99.11% |
$1.18M - $1.59M
|
100
$11.9K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.33K- 3.05% |
$247K - $334K
|
74K
$8.81M
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.03K- 8.85% |
$215K - $291K
|
20.9K
$2.48M
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.74K- 28.63% |
$184K - $249K
|
4.33K
$516K
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.71K- 2.8% |
$182K - $246K
|
59.5K
$7.08M
|
|
Apr 22, 2025
Q1 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-1.48K- 2.17% |
$157K - $212K
|
66.4K
$7.9M
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.32K- 3.3% |
$141K - $190K
|
38.8K
$4.62M
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.13K- 68.37% |
$120K - $162K
|
521
$62K
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-949- 3.46% |
$101K - $136K
|
26.5K
$3.16M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-539- 19.7% |
$57.2K - $77.4K
|
2.2K
$262K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-472- 12.47% |
$50.1K - $67.7K
|
3.31K
$395K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-462- 0.78% |
$49.1K - $66.3K
|
58.9K
$7.01M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-371- 0.78% |
$39.4K - $53.2K
|
47.1K
$5.6M
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-364- 1.65% |
$38.7K - $52.2K
|
21.7K
$2.59M
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-349- 5.08% |
$37.1K - $50.1K
|
6.52K
$776K
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-300- 48.86% |
$31.9K - $43.1K
|
314
$37.4K
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-281- 11.94% |
$29.8K - $40.3K
|
2.07K
$247K
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-103- 4.22% |
$10.9K - $14.8K
|
2.34K
$278K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-75- 1.98% |
$7.97K - $10.8K
|
3.71K
$442K
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-53- 1.49% |
$5.63K - $7.61K
|
3.51K
$418K
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-45- 0.56% |
$4.78K - $6.46K
|
8.05K
$958K
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-40- 0.76% |
$4.25K - $5.74K
|
5.24K
$624K
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-30- 1.39% |
$3.19K - $4.31K
|
2.14K
$254K
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-27- 0.17% |
$2.87K - $3.88K
|
16.1K
$1.91M
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-14- 0.25% |
$1.49K - $2.01K
|
5.58K
$664K
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-8- 0.17% |
$850 - $1.15K
|
4.66K
$554K
|
|
Q4 2024 | |||||||
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-26.1K- 67.13% |
$2.85M - $3.44M
|
12.8K
$1.52M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-19K- 39.83% |
$2.08M - $2.51M
|
28.7K
$3.42M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14.5K- 4.98% |
$1.59M - $1.92M
|
277K
$33M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-10.9K- 15.22% |
$1.2M - $1.44M
|
60.9K
$7.25M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-10.3K- 17.13% |
$1.13M - $1.36M
|
49.8K
$5.92M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.68K- 34.34% |
$1.06M - $1.28M
|
18.5K
$2.2M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.12K- 17.38% |
$670K - $807K
|
29.1K
$3.47M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.89K- 2.25% |
$644K - $776K
|
255K
$30.4M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.88K- 8.73% |
$534K - $644K
|
51K
$6.07M
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-3.61K- 66.57% |
$395K - $476K
|
1.81K
$216K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.12K- 3.47% |
$342K - $412K
|
86.8K
$10.3M
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.65K- 53.35% |
$290K - $350K
|
2.32K
$276K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.69K- 5.47% |
$185K - $223K
|
29.2K
$3.47M
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.47K- 18.42% |
$161K - $194K
|
6.52K
$776K
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.45K- 31.8% |
$158K - $191K
|
3.11K
$370K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.18K- 30.62% |
$129K - $156K
|
2.68K
$319K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.13K- 1.1% |
$123K - $149K
|
101K
$12.1M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.13K- 6.19% |
$123K - $148K
|
17.1K
$2.03M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.08K- 11.07% |
$118K - $142K
|
8.64K
$1.03M
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-999- 3.0% |
$109K - $132K
|
32.3K
$3.84M
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-686- 25.35% |
$75K - $90.5K
|
2.02K
$241K
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-678- 5.5% |
$74.2K - $89.4K
|
11.7K
$1.39M
|