Purchases and Sales Made in Q1 2023 in First Trust Us Equity Opportun (FPX)
This table provides information about the institutional ownership of First Trust Us Equity Opportun (FPX) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
39.3KNew |
$3.02M - $3.46M
|
39.3K
$5.01M
|
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
28.1K+ 2053.81% |
$2.16M - $2.47M
|
29.4K
$3.75M
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
11.2KNew |
$858K - $982K
|
11.2K
$1.42M
|
|
|
May 12, 2023
Q1 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
10.2KNew |
$786K - $899K
|
10.2K
$1.3M
|
|
|
May 12, 2023
Q1 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
10.1K+ 330.55% |
$773K - $884K
|
13.1K
$1.67M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
8.23KNew |
$632K - $723K
|
8.23K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.19KNew |
$630K - $720K
|
8.19K
$1.04M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
5.69K+ 207.44% |
$437K - $500K
|
8.43K
$1.07M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
5.25K+ 13.77% |
$403K - $461K
|
43.3K
$5.53M
|
|
|
Apr 21, 2023
Q1 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
5.12K+ 11.64% |
$394K - $450K
|
49.1K
$6.26M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.24K+ 4.83% |
$326K - $373K
|
92K
$11.7M
|
|
|
May 30, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
3.56KNew |
$274K - $313K
|
3.56K
$455K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
3.07K+ 83.78% |
$236K - $270K
|
6.73K
$858K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.01K+ 2.1% |
$231K - $264K
|
146K
$18.7M
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.01K+ 3.58% |
$231K - $264K
|
86.9K
$11.1M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.93K+ 8.76% |
$225K - $258K
|
36.4K
$4.64M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.67K+ 2.18% |
$205K - $235K
|
125K
$16M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.44KNew |
$187K - $214K
|
2.44K
$311K
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
2.42KNew |
$186K - $213K
|
2.42K
$308K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.74K+ 1.57% |
$134K - $153K
|
113K
$14.4M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.58KNew |
$121K - $139K
|
1.58K
$202K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.48K+ 836.16% |
$114K - $130K
|
1.66K
$211K
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
985+ 12.05% |
$75.7K - $86.6K
|
9.16K
$1.17M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
931+ 6.31% |
$71.6K - $81.9K
|
15.7K
$2M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
931+ 6.31% |
$71.6K - $81.9K
|
15.7K
$2M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
623+ 1.39% |
$47.9K - $54.8K
|
45.5K
$5.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
613New |
$47.1K - $53.9K
|
613
$78.2K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
381+ 3.3% |
$29.3K - $33.5K
|
11.9K
$1.52M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
371+ 9.36% |
$28.5K - $32.6K
|
4.34K
$553K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
355+ 15.63% |
$27.3K - $31.2K
|
2.63K
$335K
|
|
|
May 11, 2023
Q1 2023
|
Investors Research Corp
|
BUY
|
- |
335+ 7.35% |
$25.8K - $29.5K
|
4.89K
$624K
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
309+ 0.56% |
$23.8K - $27.2K
|
55.9K
$7.13M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
240+ 272.73% |
$18.5K - $21.1K
|
328
$41.8K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
211New |
$16.2K - $18.6K
|
211
$26.9K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
211New |
$16.2K - $18.6K
|
211
$26.9K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
199New |
$15.3K - $17.5K
|
199
$25.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
187New |
$14.4K - $16.4K
|
187
$23.9K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
122+ 1.15% |
$9.38K - $10.7K
|
10.7K
$1.37M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
122+ 12.16% |
$9.38K - $10.7K
|
1.13K
$144K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
117New |
$9K - $10.3K
|
117
$14.9K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
106+ 42.23% |
$8.15K - $9.32K
|
357
$45.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
83New |
$6.38K - $7.3K
|
83
$10.6K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
62+ 0.98% |
$4.77K - $5.45K
|
6.37K
$813K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
26+ 0.13% |
$2K - $2.29K
|
20.6K
$2.63M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
22+ 366.67% |
$1.69K - $1.94K
|
28
$3.57K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
20+ 3.44% |
$1.54K - $1.76K
|
601
$76.7K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
16+ 0.13% |
$1.23K - $1.41K
|
12.3K
$1.57M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
12+ 0.46% |
$923 - $1.06K
|
2.6K
$332K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
7+ 0.62% |
$538 - $616
|
1.14K
$146K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
3New |
$231 - $264
|
3
$383
|