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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1+ 0.04% |
$76.9 - $88
|
2.81K
$341K
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
1+ 0.03% |
$76.9 - $88
|
3.19K
$387K
|
|
|
May 10, 2023
Q1 2023
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
1+ 0.01% |
$76.9 - $88
|
14.2K
$1.72M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1+ 0.12% |
$76.9 - $88
|
809
$98.1K
|
|
|
Apr 03, 2023
Q1 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 1.52% |
$76.9 - $88
|
67
$8.12K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5- 1.12% |
$384 - $440
|
440
$53.3K
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7- 0.2% |
$538 - $616
|
3.51K
$425K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-25- 0.25% |
$1.92K - $2.2K
|
9.89K
$1.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-36- 5.54% |
$2.77K - $3.17K
|
614
$74.4K
|
|
|
May 10, 2023
Q1 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-36- 0.9% |
$2.77K - $3.17K
|
3.97K
$481K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-39- 0.81% |
$3K - $3.43K
|
4.77K
$578K
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-49- 10.82% |
$3.77K - $4.31K
|
404
$49K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-51- 1.2% |
$3.92K - $4.49K
|
4.2K
$509K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-58- 0.62% |
$4.46K - $5.1K
|
9.33K
$1.13M
|
|
|
May 03, 2023
Q1 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-83- 0.18% |
$6.38K - $7.3K
|
45.5K
$5.51M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-95- 0.85% |
$7.3K - $8.36K
|
11.1K
$1.34M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-98- 3.48% |
$7.54K - $8.62K
|
2.72K
$329K
|
|
|
Sep 21, 2023
Q1 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-100- 58.82% |
$7.69K - $8.8K
|
70
$8.49K
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-120- 9.47% |
$9.23K - $10.6K
|
1.15K
$139K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-131- 24.67% |
$10.1K - $11.5K
|
400
$48.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-133- 1.46% |
$10.2K - $11.7K
|
8.95K
$1.08M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-150- 2.15% |
$11.5K - $13.2K
|
6.81K
$826K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-158- 1.71% |
$12.1K - $13.9K
|
9.06K
$1.1M
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-197- 3.34% |
$15.1K - $17.3K
|
5.7K
$691K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-200- 14.04% |
$15.4K - $17.6K
|
1.23K
$149K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-240- 8.35% |
$18.5K - $21.1K
|
2.64K
$319K
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-266- 5.27% |
$20.5K - $23.4K
|
4.79K
$580K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-271- 2.95% |
$20.8K - $23.8K
|
8.91K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-300- 6.0% |
$23.1K - $26.4K
|
4.7K
$570K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-321- 4.01% |
$24.7K - $28.2K
|
7.68K
$932K
|
|
|
May 01, 2023
Q1 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-324- 2.09% |
$24.9K - $28.5K
|
15.2K
$1.84M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-340- 4.83% |
$26.1K - $29.9K
|
6.69K
$811K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-401- 50.76% |
$30.8K - $35.3K
|
389
$47.2K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-430- 0.92% |
$33.1K - $37.8K
|
46.2K
$5.6M
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-456- 14.39% |
$35.1K - $40.1K
|
2.71K
$329K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-530- 10.6% |
$40.8K - $46.6K
|
4.47K
$542K
|
|
|
Apr 12, 2023
Q1 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-601- 12.54% |
$46.2K - $52.9K
|
4.19K
$508K
|
|
|
May 15, 2023
Q1 2023
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-608- 15.82% |
$46.7K - $53.5K
|
3.24K
$392K
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-612- 3.76% |
$47.1K - $53.8K
|
15.7K
$1.9M
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-621- 9.24% |
$47.7K - $54.6K
|
6.1K
$739K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-649- 2.84% |
$49.9K - $57.1K
|
22.2K
$2.69M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-653- 11.81% |
$50.2K - $57.4K
|
4.88K
$591K
|
|
|
Jun 26, 2023
Q1 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-684- 14.39% |
$52.6K - $60.2K
|
4.07K
$493K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-686- 16.88% |
$52.7K - $60.3K
|
3.38K
$409K
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-797- 9.49% |
$61.3K - $70.1K
|
7.6K
$922K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-799- 8.77% |
$61.4K - $70.3K
|
8.31K
$1.01M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-910- 2.51% |
$70K - $80K
|
35.4K
$4.29M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-938- 0.85% |
$72.1K - $82.5K
|
109K
$13.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-967- 41.74% |
$74.4K - $85.1K
|
1.35K
$164K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-989- 3.24% |
$76K - $87K
|
29.6K
$3.58M
|