Purchases and Sales Made in Q1 2022 in First Trust Us Equity Opportun (FPX)
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 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-5.24K- 24.13% |
$498K - $637K
|
16.5K
$2M
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-5.44KClosed |
$518K - $662K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-5.6K- 73.99% |
$533K - $681K
|
1.97K
$239K
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-7.98K- 43.45% |
$759K - $971K
|
10.4K
$1.26M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.47K- 27.02% |
$806K - $1.03M
|
22.9K
$2.77M
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-9.34KClosed |
$889K - $1.14M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-9.88K- 24.99% |
$940K - $1.2M
|
29.7K
$3.6M
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-10.9K- 52.69% |
$1.04M - $1.33M
|
9.82K
$1.19M
|
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-12.4K- 8.49% |
$1.18M - $1.51M
|
134K
$16.3M
|
|
|
Apr 26, 2022
Q1 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-12.7K- 63.53% |
$1.21M - $1.55M
|
7.3K
$885K
|
|
|
May 11, 2022
Q1 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-13.3K- 25.2% |
$1.27M - $1.62M
|
39.5K
$4.79M
|
|
|
May 10, 2022
Q1 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-14.2KClosed |
$1.35M - $1.72M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.4K- 11.33% |
$1.37M - $1.76M
|
113K
$13.7M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.4K- 8.58% |
$1.37M - $1.76M
|
154K
$18.6M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-14.9K- 47.7% |
$1.42M - $1.81M
|
16.3K
$1.98M
|
|
|
Apr 22, 2022
Q1 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-15.1K- 42.88% |
$1.44M - $1.84M
|
20.1K
$2.44M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-15.4K- 56.59% |
$1.46M - $1.87M
|
11.8K
$1.43M
|
|
|
Apr 28, 2022
Q1 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-16.9K- 58.42% |
$1.61M - $2.05M
|
12K
$1.46M
|
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-17K- 75.69% |
$1.62M - $2.07M
|
5.46K
$662K
|
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-20.4K- 78.97% |
$1.94M - $2.49M
|
5.44K
$660K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-29.9K- 15.75% |
$2.85M - $3.64M
|
160K
$19.4M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-30.1K- 14.4% |
$2.86M - $3.66M
|
179K
$21.7M
|
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-32.4K- 88.41% |
$3.09M - $3.94M
|
4.25K
$515K
|
|
|
May 16, 2022
Q1 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-34.6K- 58.81% |
$3.29M - $4.21M
|
24.2K
$2.94M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-38.3K- 17.8% |
$3.64M - $4.66M
|
177K
$21.4M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-44.9K- 94.36% |
$4.27M - $5.46M
|
2.68K
$325K
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-48.4K- 90.42% |
$4.6M - $5.89M
|
5.12K
$621K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-50K- 28.45% |
$4.76M - $6.08M
|
126K
$15.2M
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-67.2KClosed |
$6.39M - $8.17M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-102K- 20.25% |
$9.72M - $12.4M
|
402K
$48.8M
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-117K- 20.27% |
$11.1M - $14.2M
|
458K
$55.5M
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-159K- 63.46% |
$15.1M - $19.3M
|
91.5K
$11.1M
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
SELL
|
- |
-159K- 40.96% |
$15.1M - $19.4M
|
229K
$27.8M
|
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-189K- 24.02% |
$18M - $23M
|
597K
$72.4M
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-300K- 19.66% |
$28.5M - $36.5M
|
1.23M
$149M
|