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 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-45- 0.56% |
$4.78K - $6.46K
|
8.05K
$1.14M
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-42- 1.8% |
$4.46K - $6.03K
|
2.3K
$325K
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-40- 0.76% |
$4.25K - $5.74K
|
5.24K
$741K
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-36- 1.67% |
$3.82K - $5.17K
|
2.12K
$300K
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-30- 1.39% |
$3.19K - $4.31K
|
2.14K
$302K
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-27- 0.17% |
$2.87K - $3.88K
|
16.1K
$2.27M
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-14- 0.25% |
$1.49K - $2.01K
|
5.58K
$789K
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.16% |
$1.38K - $1.87K
|
8.1K
$1.15M
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-8- 0.17% |
$850 - $1.15K
|
4.66K
$659K
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4- 0.2% |
$425 - $574
|
2K
$284K
|
|
Q4 2024 | |||||||
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-3.61K- 66.57% |
$395K - $476K
|
1.81K
$257K
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.45K- 31.8% |
$158K - $191K
|
3.11K
$440K
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-686- 25.35% |
$75K - $90.5K
|
2.02K
$286K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-668- 67.41% |
$73.1K - $88.1K
|
323
$45.7K
|
|
Feb 07, 2025
Q4 2024
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-565- 19.13% |
$61.8K - $74.5K
|
2.39K
$338K
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-506- 84.19% |
$55.3K - $66.7K
|
95
$13.4K
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-324- 8.34% |
$35.4K - $42.7K
|
3.56K
$504K
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-212- 8.35% |
$23.2K - $28K
|
2.33K
$329K
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-201- 86.64% |
$22K - $26.5K
|
31
$4.39K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-192- 5.76% |
$21K - $25.3K
|
3.14K
$444K
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-188- 2.35% |
$20.6K - $24.8K
|
7.81K
$1.11M
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-100- 1.63% |
$10.9K - $13.2K
|
6.03K
$854K
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-79- 0.49% |
$8.64K - $10.4K
|
16.2K
$2.29M
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-35- 20.35% |
$3.83K - $4.62K
|
137
$19.4K
|
|
Q3 2024 | |||||||
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-25.4K- 91.52% |
$2.34M - $2.81M
|
2.35K
$333K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.97K- 13.2% |
$551K - $660K
|
39.2K
$5.55M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5K- 6.08% |
$462K - $553K
|
77.3K
$10.9M
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-836- 21.13% |
$77.2K - $92.4K
|
3.12K
$442K
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-148- 77.08% |
$13.7K - $16.4K
|
44
$6.23K
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-86- 13.05% |
$7.94K - $9.51K
|
573
$81.1K
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-55- 0.89% |
$5.08K - $6.08K
|
6.1K
$864K
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-50- 42.74% |
$4.62K - $5.53K
|
67
$9.49K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-128KClosed |
$12.3M - $13.5M
|
0
$0
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.25K- 18.77% |
$120K - $132K
|
5.43K
$768K
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-200- 7.71% |
$19.1K - $21K
|
2.4K
$339K
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-150- 23.08% |
$14.4K - $15.8K
|
500
$70.8K
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-85- 3.0% |
$8.13K - $8.94K
|
2.75K
$389K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-3.3K- 43.42% |
$299K - $352K
|
4.3K
$609K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.53K- 6.78% |
$138K - $163K
|
21K
$2.97M
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-955- 33.39% |
$86.5K - $102K
|
1.91K
$270K
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-364- 15.35% |
$33K - $38.8K
|
2.01K
$284K
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-295- 10.37% |
$26.7K - $31.4K
|
2.55K
$361K
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-93- 0.65% |
$8.42K - $9.91K
|
14.1K
$2M
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-80- 6.97% |
$7.24K - $8.53K
|
1.07K
$151K
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-52- 11.93% |
$4.71K - $5.54K
|
384
$54.4K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-2- 5.71% |
$181 - $213
|
33
$4.67K
|
|
Q4 2023 | |||||||
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-269- 11.27% |
$20.5K - $26.1K
|
2.12K
$300K
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-200Closed |
$15.3K - $19.4K
|
0
$0
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-195- 4.1% |
$14.9K - $18.9K
|
4.56K
$646K
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-4- 5.97% |
$305 - $389
|
63
$8.92K
|