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 10, 2022 Q1 2022
Mai Capital Management

SELL
 -
-317
- 9.14%
$30.2K - $38.6K
3.15K $382K
May 10, 2022 Q1 2022
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-419
- 9.76%
$39.9K - $51K
3.88K $470K
Apr 21, 2022 Q1 2022
Cornerstone Wealth Management, LLC

SELL
 -
-427
- 3.06%
$40.6K - $52K
13.5K $1.64M
May 13, 2022 Q1 2022
Stifel Financial Corp

St. Louis, MO
SELL
 -
-461
- 0.51%
$43.9K - $56.1K
90.5K $11M
May 02, 2022 Q1 2022
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-475
- 5.19%
$45.2K - $57.8K
8.68K $1.05M
May 04, 2022 Q1 2022
Ifg Advisory, LLC

SELL
 -
-490
- 3.82%
$46.6K - $59.6K
12.4K $1.5M
May 25, 2022 Q1 2022
Fortitude Advisory Group L.L.C.

Gig Harbor, WA
SELL
 -
-500
Closed
$47.6K - $60.8K
0 $0
Apr 19, 2022 Q1 2022
Wedbush Securities Inc

SELL
 -
-510
- 3.43%
$48.5K - $62.1K
14.4K $1.74M
Apr 20, 2022 Q1 2022
Selective Wealth Management, Inc.

SELL
 -
-519
- 16.64%
$49.4K - $63.2K
2.6K $315K
May 03, 2022 Q1 2022
Wealth Plan Partners, LLC

Omaha, NE
SELL
 -
-545
- 16.52%
$51.9K - $66.3K
2.75K $334K
May 12, 2022 Q1 2022
D.A. Davidson & Co.

SELL
 -
-655
- 1.19%
$62.3K - $79.7K
54.2K $6.57M
May 16, 2022 Q1 2022
Wagner Wealth Management, LLC

Greenville, SC
SELL
 -
-672
Closed
$64K - $81.8K
0 $0
May 12, 2022 Q1 2022
Bessemer Group Inc

Woodbridge, NJ
SELL
 -
-713
Closed
$67.9K - $86.8K
0 $0
Apr 21, 2022 Q1 2022
First Heartland Consultants, Inc.

SELL
 -
-775
- 27.25%
$73.8K - $94.3K
2.07K $251K
May 09, 2022 Q1 2022
Intercontinental Wealth Advisors, LLC

SELL
 -
-780
- 10.1%
$74.2K - $94.9K
6.94K $841K
May 09, 2022 Q1 2022
M&T Bank Corp

SELL
 -
-900
- 21.95%
$85.7K - $110K
3.2K $388K
Apr 29, 2022 Q1 2022
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
SELL
 -
-901
- 9.32%
$85.8K - $110K
8.76K $1.06M
May 11, 2022 Q1 2022
Wintrust Investments LLC

Chicago, IL
SELL
 -
-982
- 19.18%
$93.5K - $119K
4.14K $502K
May 25, 2022 Q1 2022
Bickling Financial Services, Inc.

Lexington, MA
SELL
 -
-984
- 2.29%
$93.7K - $120K
42K $5.1M
May 11, 2022 Q1 2022
Inter Ocean Capital Group, LLC

Nashville, TN
SELL
 -
-1.04K
- 13.97%
$98.8K - $126K
6.39K $775K
May 04, 2022 Q1 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-1.06K
- 20.22%
$101K - $129K
4.18K $506K
Jan 27, 2023 Q1 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-1.06K
- 20.22%
$101K - $129K
4.18K $506K
May 12, 2022 Q1 2022
Oppenheimer & CO Inc

New York, NY
SELL
 -
-1.14K
- 26.57%
$109K - $139K
3.16K $383K
May 10, 2022 Q1 2022
Stonebridge Financial Planning Group, LLC

SELL
 -
-1.2K
Closed
$114K - $146K
0 $0
May 12, 2022 Q1 2022
Pnc Financial Services Group, Inc.

Pittsburgh, PA
SELL
 -
-1.52K
- 5.28%
$145K - $185K
27.3K $3.31M
May 12, 2022 Q1 2022
Raymond James Trust N.A.

SELL
 -
-1.54K
- 41.6%
$146K - $187K
2.16K $261K
Apr 29, 2022 Q1 2022
Accel Wealth Management

SELL
 -
-1.62K
- 10.83%
$155K - $198K
13.4K $1.62M
May 09, 2022 Q1 2022
Meitav Dash Investments LTD

SELL
 -
-1.66K
Closed
$158K - $202K
0 $0
May 16, 2022 Q1 2022
Captrust Financial Advisors

Raleigh, NC
SELL
 -
-1.68K
Closed
$160K - $204K
0 $0
May 12, 2022 Q1 2022
Cetera Advisors LLC

Denver, CO
SELL
 -
-1.71K
- 3.37%
$163K - $208K
49K $5.94M
Jul 05, 2022 Q1 2022
Willner & Heller, LLC

SELL
 -
-1.75K
Closed
$166K - $213K
0 $0
Apr 27, 2022 Q1 2022
Avantax Advisory Services, Inc.

SELL
 -
-1.77K
- 5.95%
$169K - $216K
28K $3.4M
Apr 15, 2022 Q1 2022
Kowal Investment Group, LLC

Waukesha, WI
SELL
 -
-1.87K
Closed
$178K - $228K
0 $0
May 05, 2022 Q1 2022
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-1.87K
Closed
$178K - $228K
0 $0
May 16, 2022 Q1 2022
Pinnacle Family Advisors, LLC

Springfield, MO
SELL
 -
-1.88K
Closed
$179K - $229K
0 $0
May 13, 2022 Q1 2022
Northern Trust Corp

Chicago, IL
SELL
 -
-2K
Closed
$190K - $243K
0 $0
May 13, 2022 Q1 2022
Almanack Investment Partners, Llc.

Wayne, PA
SELL
 -
-2.2K
Closed
$209K - $267K
0 $0
May 13, 2022 Q1 2022
Jim Simons Renaissance Technologies LLC | New York, Ny
SELL
 -
-2.4K
Closed
$228K - $292K
0 $0
May 11, 2022 Q1 2022
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-2.55K
Closed
$243K - $311K
0 $0
Apr 22, 2022 Q1 2022
Spectrum Wealth Advisory Group, LLC

SELL
 -
-2.91K
- 15.06%
$277K - $354K
16.4K $1.99M
May 02, 2022 Q1 2022
Advisory Alpha, LLC

SELL
 -
-3.02K
Closed
$287K - $367K
0 $0
May 03, 2022 Q1 2022
Triumph Capital Management

SELL
 -
-3.21K
Closed
$305K - $390K
0 $0
May 09, 2022 Q1 2022
Concourse Financial Group Securities, Inc.

Birmingham, AL
SELL
 -
-3.58K
- 93.84%
$341K - $436K
235 $28.5K
May 11, 2022 Q1 2022
Stone X Group Inc.

SELL
 -
-3.64K
Closed
$346K - $443K
0 $0
May 12, 2022 Q1 2022
Srs Capital Advisors, Inc.

Denver, CO
SELL
 -
-4.05K
- 7.28%
$385K - $493K
51.6K $6.25M
Nov 17, 2023 Q1 2022
National Wealth Management Group, LLC

Cincinnati, OH
SELL
 -
-4.65K
- 58.17%
$442K - $565K
3.34K $405K
May 11, 2022 Q1 2022
Alpha Omega Group, Inc.

SELL
 -
-4.67K
- 6.59%
$444K - $568K
66.2K $8.02M
May 13, 2022 Q1 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-4.74K
Closed
$452K - $577K
0 $0
Apr 22, 2022 Q1 2022
Truist Financial Corp

SELL
 -
-5.15K
- 9.35%
$490K - $626K
49.9K $6.05M

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