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 |
---|---|---|---|---|---|---|---|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-202Closed |
$22.3K - $25.9K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-148Closed |
$16.4K - $19K
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-100Closed |
$11K - $12.8K
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-58Closed |
$6.41K - $7.45K
|
0
$0
|
|
Q1 2021 | |||||||
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-220KClosed |
$25.5M - $29.9M
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-27.9KClosed |
$3.23M - $3.79M
|
0
$0
|
|
Apr 05, 2021
Q1 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-19.3KClosed |
$2.23M - $2.62M
|
0
$0
|
|
May 03, 2021
Q1 2021
|
Avestar Capital, LLC
|
SELL
|
- |
-19.1KClosed |
$2.22M - $2.6M
|
0
$0
|
|
May 04, 2021
Q1 2021
|
Ascension Asset Management LLC
|
SELL
|
- |
-17.5KClosed |
$2.03M - $2.38M
|
0
$0
|
|
Apr 26, 2021
Q1 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-114Closed |
$13.2K - $15.5K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-2Closed |
$232 - $272
|
0
$0
|
|
Q4 2020 | |||||||
Feb 10, 2021
Q4 2020
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-13.8KClosed |
$1.32M - $1.71M
|
0
$0
|
|
Feb 08, 2021
Q4 2020
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-6.03KClosed |
$576K - $747K
|
0
$0
|
|
Feb 16, 2021
Q4 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-750Closed |
$71.6K - $93K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 04, 2020
Q3 2020
|
New Square Capital LLC
|
SELL
|
- |
-947Closed |
$80.2K - $94.7K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 24, 2020
Q2 2020
|
Stephens Inc
|
SELL
|
- |
-38.3KClosed |
$2.3M - $3.23M
|
0
$0
|
|
Jul 20, 2020
Q2 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-36KClosed |
$2.16M - $3.03M
|
0
$0
|
|
Jul 28, 2020
Q2 2020
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-11KClosed |
$660K - $924K
|
0
$0
|
|
Jul 21, 2020
Q2 2020
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-8.1KClosed |
$487K - $683K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-5.63KClosed |
$339K - $475K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-233Closed |
$14K - $19.6K
|
0
$0
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-100Closed |
$6.01K - $8.43K
|
0
$0
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-90Closed |
$5.41K - $7.58K
|
0
$0
|
|
Aug 06, 2020
Q2 2020
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-32Closed |
$1.92K - $2.7K
|
0
$0
|
|
Q1 2020 | |||||||
May 08, 2020
Q1 2020
|
Barber Financial Group, Inc.
|
SELL
|
- |
-10.6KClosed |
$589K - $935K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Independent Advisor Alliance
|
SELL
|
- |
-3.66KClosed |
$203K - $321K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Bell Rock Capital LLC
|
SELL
|
- |
-3.47KClosed |
$192K - $305K
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-2.61KClosed |
$144K - $229K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2.6KClosed |
$144K - $228K
|
0
$0
|
|
Apr 21, 2020
Q1 2020
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.55KClosed |
$141K - $224K
|
0
$0
|
|
Apr 17, 2020
Q1 2020
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-950Closed |
$52.6K - $83.5K
|
0
$0
|
|
May 07, 2020
Q1 2020
|
Evoke Wealth, LLC
|
SELL
|
- |
-784Closed |
$43.4K - $68.9K
|
0
$0
|
|
Apr 24, 2020
Q1 2020
|
Jacobi Capital Management LLC
|
SELL
|
- |
-246Closed |
$13.6K - $21.6K
|
0
$0
|
|
May 14, 2020
Q1 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-100Closed |
$5.54K - $8.79K
|
0
$0
|
|
Apr 16, 2020
Q1 2020
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-50Closed |
$2.77K - $4.39K
|
0
$0
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1Closed |
$55.4 - $87.9
|
0
$0
|
|
Q4 2019 | |||||||
Feb 05, 2020
Q4 2019
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-7.68KClosed |
$566K - $622K
|
0
$0
|
|
Jan 09, 2020
Q4 2019
|
Old Port Advisors
|
SELL
|
- |
-1.54KClosed |
$113K - $124K
|
0
$0
|
|
Feb 13, 2020
Q4 2019
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-744Closed |
$54.8K - $60.3K
|
0
$0
|
|
Jan 28, 2020
Q4 2019
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-740Closed |
$54.5K - $59.9K
|
0
$0
|
|
Jan 30, 2020
Q4 2019
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-300Closed |
$22.1K - $24.3K
|
0
$0
|
|
Jan 09, 2020
Q4 2019
|
West Oak Capital, LLC
|
SELL
|
- |
-250Closed |
$18.4K - $20.3K
|
0
$0
|
|
Feb 28, 2020
Q4 2019
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-47Closed |
$3.46K - $3.81K
|
0
$0
|
|
Q3 2019 | |||||||
Nov 12, 2019
Q3 2019
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-45.9KClosed |
$3.45M - $3.74M
|
0
$0
|
|
Nov 04, 2019
Q3 2019
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-4.17KClosed |
$313K - $339K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.1KClosed |
$158K - $171K
|
0
$0
|
|
Oct 30, 2019
Q3 2019
|
Executive Wealth Management, LLC
|
SELL
|
- |
-529- 18.19% |
$39.8K - $43.1K
|
2.38K
$290K
|
|
Oct 04, 2019
Q3 2019
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-252Closed |
$19K - $20.5K
|
0
$0
|
|
Oct 18, 2019
Q3 2019
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-169Closed |
$12.7K - $13.8K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-25- 26.32% |
$1.88K - $2.04K
|
70
$8.54K
|