Purchases and Sales Made in Q1 2022 in First Trust Us Equity Opportun (FPX)

FPX Quotes by TradingView

This table provides information about the institutional ownership of First Trust Us Equity Opportun (FPX) during Q1 2022. The information is specifically focused on institutions that hold shares of FIRST TRUST US EQUITY OPPORTUN.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Oct 27, 2022 Q1 2022
Morgan Stanley

New York, NY
BUY
 -
174K
+ 16.57%
$16.6M - $21.2M
1.23M $156M
May 13, 2022 Q1 2022
Win Advisors, Inc

BUY
 -
132K
+ 210.06%
$12.6M - $16.1M
195K $24.9M
May 02, 2022 Q1 2022
Tmd Wealth Management, LLC

BUY
 -
67.4K
+ 130.57%
$6.42M - $8.2M
119K $15.2M
May 09, 2022 Q1 2022
Ascension Capital Advisors, Inc.

Houston, TX
BUY
 -
25.3K
+ 132.69%
$2.41M - $3.08M
44.4K $5.67M
May 10, 2022 Q1 2022
Western Wealth Management, LLC

BUY
 -
19.9K
+ 51.46%
$1.9M - $2.43M
58.7K $7.49M
Sep 06, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
19.9K
+ 809.27%
$1.89M - $2.42M
22.4K $2.85M
May 16, 2022 Q1 2022
Ameriprise Financial Inc

Minneapolis, MN
BUY
 -
17.2K
+ 11.08%
$1.64M - $2.1M
173K $22M
Apr 19, 2022 Q1 2022
Pfg Advisors

BUY
 -
15.6K
+ 659.35%
$1.48M - $1.9M
18K $2.29M
May 02, 2022 Q1 2022
Atria Investments LLC

Charlotte, NC
BUY
 -
10.3K
+ 62.43%
$977K - $1.25M
26.7K $3.41M
May 13, 2022 Q1 2022
Mariner, LLC

Overland Park, KS
BUY
 -
10.3K
+ 60.7%
$976K - $1.25M
27.2K $3.46M
May 13, 2022 Q1 2022
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
6.39K
+ 5.97%
$608K - $777K
113K $14.5M
May 04, 2022 Q1 2022
Commonwealth Equity Services, LLC

BUY
 -
5.51K
+ 2.52%
$524K - $671K
224K $28.6M
May 24, 2022 Q1 2022
M Holdings Securities, Inc.

Portland, OR
BUY
 -
4.58K
New
$436K - $557K
4.58K $584K
May 06, 2022 Q1 2022
Accredited Investors Inc.

BUY
 -
4.3K
New
$409K - $523K
4.3K $548K
May 13, 2022 Q1 2022
Old Mission Capital LLC

BUY
 -
3.81K
New
$362K - $463K
3.81K $486K
Apr 29, 2022 Q1 2022
Bka Wealth Consulting, Inc.

BUY
 -
3.64K
New
$346K - $442K
3.64K $464K
May 16, 2022 Q1 2022
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
3.48K
+ 71.56%
$331K - $423K
8.34K $1.06M
Jul 24, 2024 Q1 2022
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
2.95K
New
$281K - $359K
2.95K $376K
May 12, 2022 Q1 2022
Private Advisor Group, LLC

BUY
 -
2.92K
+ 5.95%
$277K - $355K
51.9K $6.62M
May 06, 2022 Q1 2022
Life Pro Asset Management

BUY
 -
2.76K
New
$262K - $335K
2.76K $352K
Sep 07, 2022 Q1 2022
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
2.75K
New
$262K - $335K
2.75K $351K
May 04, 2022 Q1 2022
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
2.52K
+ 33.01%
$240K - $307K
10.2K $1.3M
Sep 06, 2024 Q1 2022
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
2.52K
New
$240K - $307K
2.52K $321K
Apr 07, 2022 Q1 2022
My Legacy Advisors, LLC

BUY
 -
2.1K
New
$200K - $255K
2.1K $268K
May 16, 2022 Q1 2022
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
2.03K
New
$194K - $248K
2.03K $259K
Apr 26, 2022 Q1 2022
Good Life Advisors, LLC

BUY
 -
2.03K
+ 3.79%
$193K - $247K
55.4K $7.07M
May 12, 2022 Q1 2022
High Tower Advisors, LLC

Chicago, IL
BUY
 -
1.76K
+ 70.21%
$168K - $215K
4.27K $545K
Apr 18, 2022 Q1 2022
Ae Wealth Management LLC

BUY
 -
1.5K
+ 24.72%
$143K - $183K
7.58K $967K
May 06, 2022 Q1 2022
Integrity Financial Corp

BUY
 -
1.25K
+ 4.49%
$119K - $152K
29K $3.7M
May 13, 2022 Q1 2022
Rockefeller Capital Management L.P.

New York, NY
BUY
 -
1.03K
+ 456.0%
$97.7K - $125K
1.25K $160K
Apr 12, 2022 Q1 2022
Clarus Wealth Advisors

BUY
 -
1K
+ 15.9%
$95.3K - $122K
7.3K $931K
May 20, 2022 Q1 2022
Chicago Partners Investment Group LLC

BUY
 -
959
+ 4.08%
$91.3K - $117K
24.5K $3.12M
Apr 18, 2022 Q1 2022
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
947
+ 8.67%
$90.1K - $115K
11.9K $1.51M
May 16, 2022 Q1 2022
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
750
New
$71.4K - $91.3K
750 $95.7K
May 11, 2022 Q1 2022
Us Bancorp \De\

BUY
 -
718
+ 6.49%
$68.3K - $87.4K
11.8K $1.5M
Apr 22, 2022 Q1 2022
Dfpg Investments, LLC

BUY
 -
670
+ 11.53%
$63.8K - $81.5K
6.48K $827K
Apr 13, 2022 Q1 2022
Investors Research Corp

BUY
 -
652
+ 42.87%
$62.1K - $79.3K
2.17K $277K
May 16, 2022 Q1 2022
Geneos Wealth Management Inc.

BUY
 -
500
+ 29.04%
$47.6K - $60.8K
2.22K $283K
Apr 06, 2022 Q1 2022
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
447
+ 2.25%
$42.5K - $54.4K
20.4K $2.6M
Jul 14, 2022 Q1 2022
Global Retirement Partners, LLC

BUY
 -
348
New
$33.1K - $42.3K
348 $44.4K
Aug 08, 2022 Q1 2022
Ifp Advisors, Inc

BUY
 -
345
+ 16.32%
$32.8K - $42K
2.46K $314K
May 13, 2022 Q1 2022
Equitable Holdings, Inc.

New York, NY
BUY
 -
330
+ 4.83%
$31.4K - $40.2K
7.16K $913K
May 09, 2022 Q1 2022
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
283
+ 2.83%
$26.9K - $34.4K
10.3K $1.31M
May 16, 2022 Q1 2022
Beacon Capital Management, LLC

BUY
 -
200
New
$19K - $24.3K
200 $25.5K
May 12, 2022 Q1 2022
Cibc World Market Inc.

Toronto, A6
BUY
 -
176
+ 1.61%
$16.8K - $21.4K
11.1K $1.42M
May 16, 2022 Q1 2022
Snowden Capital Advisors LLC

New York, NY
BUY
 -
150
+ 2.12%
$14.3K - $18.3K
7.22K $921K
Apr 11, 2022 Q1 2022
Cascade Investment Advisors, Inc.

Oregon City, OR
BUY
 -
145
+ 2.53%
$13.8K - $17.6K
5.88K $749K
May 11, 2022 Q1 2022
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
115
+ 6.28%
$10.9K - $14K
1.95K $248K
Apr 29, 2022 Q1 2022
Pinnacle Private Wealth, LLC

BUY
 -
110
+ 1.03%
$10.5K - $13.4K
10.7K $1.37M

Track Institutional and Insider Activities on FPX

Follow FIRST TRUST US EQUITY OPPORTUN and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells FPX shares.

Notify only if

Insider Trading

Get notified when an First Trust Us Equity Opportun insider buys or sells FPX shares.

Notify only if

News

Receive news related to FIRST TRUST US EQUITY OPPORTUN

Choose your preferred platform and Sign Up 👇 Telegram Email
Track Activities on FPX