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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-231- 4.15% |
$21.3K - $25.5K
|
5.33K
$657K
|
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
SELL
|
- |
-200- 3.12% |
$18.5K - $22.1K
|
6.21K
$766K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-150- 2.42% |
$13.8K - $16.6K
|
6.05K
$747K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-148- 77.08% |
$13.7K - $16.4K
|
44
$5.43K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-120- 3.89% |
$11.1K - $13.3K
|
2.97K
$366K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-113- 3.28% |
$10.4K - $12.5K
|
3.33K
$411K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-110- 3.89% |
$10.2K - $12.2K
|
2.72K
$335K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-94- 1.16% |
$8.68K - $10.4K
|
8K
$987K
|
|
|
Nov 07, 2024
Q3 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-86- 0.7% |
$7.94K - $9.51K
|
12.3K
$1.51M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-86- 13.05% |
$7.94K - $9.51K
|
573
$70.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-55- 0.89% |
$5.08K - $6.08K
|
6.1K
$752K
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-52- 0.63% |
$4.8K - $5.75K
|
8.15K
$1M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-50- 42.74% |
$4.62K - $5.53K
|
67
$8.26K
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-15- 0.69% |
$1.38K - $1.66K
|
2.16K
$266K
|
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-5- 0.23% |
$462 - $553
|
2.2K
$272K
|
|
| 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
$669K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-750- 14.13% |
$71.8K - $78.9K
|
4.56K
$562K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-288- 9.8% |
$27.6K - $30.3K
|
2.65K
$327K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-200- 7.71% |
$19.1K - $21K
|
2.4K
$295K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-191- 13.75% |
$18.3K - $20.1K
|
1.2K
$148K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-150- 23.08% |
$14.4K - $15.8K
|
500
$61.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-85- 3.0% |
$8.13K - $8.94K
|
2.75K
$339K
|
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-14- 0.34% |
$1.34K - $1.47K
|
4.09K
$504K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3- 75.0% |
$287 - $315
|
1
$123
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-2- 0.03% |
$191 - $210
|
6.12K
$755K
|
|
| 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
$530K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.53K- 6.78% |
$138K - $163K
|
21K
$2.59M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-955- 33.39% |
$86.5K - $102K
|
1.91K
$235K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-364- 15.35% |
$33K - $38.8K
|
2.01K
$248K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-295- 10.37% |
$26.7K - $31.4K
|
2.55K
$314K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-157- 8.65% |
$14.2K - $16.7K
|
1.66K
$204K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-140- 30.11% |
$12.7K - $14.9K
|
325
$40.1K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-93- 0.65% |
$8.42K - $9.91K
|
14.1K
$1.74M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-80- 6.97% |
$7.24K - $8.53K
|
1.07K
$132K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-52- 11.93% |
$4.71K - $5.54K
|
384
$47.4K
|
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-26- 1.01% |
$2.35K - $2.77K
|
2.54K
$313K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-5- 5.38% |
$453 - $533
|
88
$10.9K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-2- 5.71% |
$181 - $213
|
33
$4.07K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-731- 24.55% |
$55.8K - $71K
|
2.25K
$277K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-269- 11.27% |
$20.5K - $26.1K
|
2.12K
$261K
|
|
|
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
$563K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-4- 5.97% |
$305 - $389
|
63
$7.77K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-9.83K- 79.84% |
$800K - $938K
|
2.48K
$306K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-4.63K- 9.01% |
$366K - $411K
|
46.7K
$5.76M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.32K- 50.92% |
$105K - $118K
|
1.28K
$157K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-487- 43.29% |
$38.6K - $43.2K
|
638
$78.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-187- 7.12% |
$14.8K - $16.6K
|
2.44K
$301K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-180- 2.96% |
$14.3K - $16K
|
5.9K
$727K
|
|