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
May 05, 2022 Q1 2022
Pacific Sun Financial Corp

BUY
 -
100
+ 0.88%
$9.52K - $12.2K
11.5K $1.39M
May 16, 2022 Q1 2022
Castleview Partners, LLC

Dallas, TX
BUY
 -
77
New
$7.33K - $9.37K
77 $9.33K
Apr 27, 2022 Q1 2022
Sargent Bickham Lagudis LLC

BUY
 -
70
New
$6.66K - $8.52K
70 $8.49K
May 13, 2022 Q1 2022
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
69
+ 0.44%
$6.57K - $8.4K
15.6K $1.89M
May 10, 2022 Q1 2022
Meeder Asset Management Inc

BUY
 -
50
New
$4.76K - $6.08K
50 $6.06K
Apr 12, 2022 Q1 2022
Calton & Associates, Inc.

BUY
 -
45
+ 0.36%
$4.28K - $5.48K
12.6K $1.53M
May 11, 2022 Q1 2022
Intrua Financial, LLC

Houston, TX
BUY
 -
10
+ 0.16%
$952 - $1.22K
6.34K $768K
May 04, 2022 Q1 2022
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
6
New
$571 - $730
6 $727
May 12, 2022 Q1 2022
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
4
New
$381 - $487
4 $485
May 05, 2022 Q1 2022
Montz Harcus Wealth Management LLC

BUY
 -
3
+ 0.05%
$286 - $365
5.63K $682K
Apr 28, 2022 Q1 2022
Tru Independence LLC

SELL
 -
-1
- 0.03%
$95.2 - $122
3.05K $370K
May 13, 2022 Q1 2022
Assetmark, Inc

SELL
 -
-1
Closed
$95.2 - $122
0 $0
Apr 19, 2022 Q1 2022
Fifth Third Bancorp

SELL
 -
-8
- 2.37%
$761 - $974
329 $39.9K
May 03, 2022 Q1 2022
Acorn Wealth Advisors, LLC

Grand Blanc, MI
SELL
 -
-12
- 0.61%
$1.14K - $1.46K
1.96K $238K
May 02, 2022 Q1 2022
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-15
- 62.5%
$1.43K - $1.83K
9 $1.09K
Apr 18, 2022 Q1 2022
Cottonwood Capital Advisors, LLC

SELL
 -
-16
- 0.53%
$1.52K - $1.95K
2.98K $362K
May 12, 2022 Q1 2022
Integrated Wealth Concepts LLC

SELL
 -
-17
- 0.48%
$1.62K - $2.07K
3.53K $428K
Apr 28, 2022 Q1 2022
Patten Group, Inc.

SELL
 -
-22
- 0.56%
$2.09K - $2.68K
3.91K $474K
May 11, 2022 Q1 2022
Patriot Financial Group Insurance Agency, LLC

SELL
 -
-25
Closed
$2.38K - $3.04K
0 $0
May 12, 2022 Q1 2022
Synovus Financial Corp

Columbus, GA
SELL
 -
-25
- 1.23%
$2.38K - $3.04K
2.01K $243K
Apr 18, 2022 Q1 2022
Time Scale Financial, Inc.

SELL
 -
-44
Closed
$4.19K - $5.35K
0 $0
May 03, 2022 Q1 2022
Capital Investment Advisory Services, LLC

SELL
 -
-48
- 1.97%
$4.57K - $5.84K
2.39K $290K
May 12, 2022 Q1 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
SELL
 -
-50
- 2.16%
$4.76K - $6.08K
2.27K $275K
May 13, 2022 Q1 2022
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-61
- 5.61%
$5.81K - $7.42K
1.03K $124K
Apr 06, 2022 Q1 2022
Advisory Resource Group

SELL
 -
-81
- 3.6%
$7.71K - $9.86K
2.17K $263K
May 05, 2022 Q1 2022
Charter Oak Capital Management, LLC

SELL
 -
-97
Closed
$9.23K - $11.8K
0 $0
May 11, 2022 Q1 2022
Jpmorgan Chase & CO

New York, NY
SELL
 -
-100
Closed
$9.52K - $12.2K
0 $0
May 03, 2022 Q1 2022
Fernwood Investment Management, LLC

Quincy, MA
SELL
 -
-100
- 0.68%
$9.52K - $12.2K
14.7K $1.78M
May 06, 2022 Q1 2022
Concentrum Wealth Management

SELL
 -
-100
- 1.3%
$9.52K - $12.2K
7.59K $920K
May 16, 2022 Q1 2022
Wealth Effects LLC

SELL
 -
-100
- 4.84%
$9.52K - $12.2K
1.97K $238K
May 12, 2022 Q1 2022
Bank Of Montreal

Toronto, A6
SELL
 -
-109
- 5.07%
$10.4K - $13.3K
2.04K $247K
May 04, 2022 Q1 2022
Prospera Financial Services Inc

SELL
 -
-112
- 0.22%
$10.7K - $13.6K
50.6K $6.13M
Apr 22, 2022 Q1 2022
Purus Wealth Management, LLC

SELL
 -
-117
- 2.63%
$11.1K - $14.2K
4.33K $525K
Apr 12, 2022 Q1 2022
Rda Financial Network

SELL
 -
-126
- 1.76%
$12K - $15.3K
7.05K $854K
Apr 26, 2022 Q1 2022
Baldrige Asset Management LLC

SELL
 -
-133
Closed
$12.7K - $16.2K
0 $0
May 11, 2022 Q1 2022
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
SELL
 -
-145
Closed
$13.8K - $17.6K
0 $0
May 13, 2022 Q1 2022
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-157
- 4.82%
$14.9K - $19.1K
3.1K $376K
Apr 21, 2022 Q1 2022
Cwm, LLC

SELL
 -
-162
- 5.09%
$15.4K - $19.7K
3.02K $366K
May 13, 2022 Q1 2022
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-165
- 0.86%
$15.7K - $20.1K
18.9K $2.29M
Apr 26, 2022 Q1 2022
Stratos Wealth Partners, Ltd.

SELL
 -
-169
- 1.83%
$16.1K - $20.6K
9.07K $1.1M
Apr 18, 2022 Q1 2022
Spire Wealth Management

SELL
 -
-220
- 3.65%
$20.9K - $26.8K
5.81K $704K
May 16, 2022 Q1 2022
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-229
- 2.33%
$21.8K - $27.9K
9.62K $1.17M
May 23, 2022 Q1 2022
Advisory Services Network, LLC

SELL
 -
-242
- 3.59%
$23K - $29.4K
6.5K $788K
May 17, 2022 Q1 2022
Kb Financial Partners, LLC

Princeton, NJ
SELL
 -
-263
Closed
$25K - $32K
0 $0
May 16, 2022 Q1 2022
Creative Planning

Overland Park, KS
SELL
 -
-267
- 5.8%
$25.4K - $32.5K
4.34K $526K
May 13, 2022 Q1 2022
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-275
- 2.72%
$26.2K - $33.5K
9.85K $1.19M
May 10, 2022 Q1 2022
Moloney Securities Asset Management, LLC

SELL
 -
-282
- 4.9%
$26.8K - $34.3K
5.47K $663K
Apr 15, 2022 Q1 2022
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-299
- 11.59%
$28.5K - $36.4K
2.28K $276K
Apr 29, 2022 Q1 2022
Core Cap Advisors, LLC

Southfield, MI
SELL
 -
-314
Closed
$29.9K - $38.2K
0 $0

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