Purchases and Sales Made in Q1 2024 in First Trust Us Equity Opportun (FPX)
This table provides information about the institutional ownership of First Trust Us Equity Opportun (FPX) during Q1 2024. 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 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
79.9K+ 159.46% |
$7.24M - $8.52M
|
130K
$16M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
71.5KNew |
$6.48M - $7.63M
|
71.5K
$8.82M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
71.4KNew |
$6.46M - $7.61M
|
71.4K
$8.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
28.7K+ 94.88% |
$2.6M - $3.06M
|
58.9K
$7.26M
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
25.4K+ 927.4% |
$2.3M - $2.71M
|
28.1K
$3.47M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
20.3KNew |
$1.84M - $2.16M
|
20.3K
$2.5M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
14.4K+ 2.53% |
$1.31M - $1.54M
|
583K
$71.9M
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
6.84KNew |
$619K - $729K
|
6.84K
$843K
|
|
|
Apr 22, 2024
Q1 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
4.16K+ 6.48% |
$377K - $443K
|
68.4K
$8.43M
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.74KNew |
$248K - $292K
|
2.74K
$338K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.01KNew |
$182K - $214K
|
2.01K
$248K
|
|
|
Apr 15, 2024
Q1 2024
|
Epiq Partners, LLC
|
BUY
|
- |
2KNew |
$181K - $213K
|
2K
$247K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.92KNew |
$174K - $205K
|
1.92K
$237K
|
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
1.91KNew |
$173K - $203K
|
1.91K
$235K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.26K+ 4.14% |
$114K - $135K
|
31.7K
$3.91M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.2K+ 6.39% |
$108K - $127K
|
19.9K
$2.45M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.18KNew |
$107K - $126K
|
1.18K
$146K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
1.13K+ 2.22% |
$103K - $121K
|
52.1K
$6.43M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1K+ 25.66% |
$90.6K - $107K
|
4.9K
$604K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
644+ 4.08% |
$58.3K - $68.7K
|
16.4K
$2.03M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
587+ 19.28% |
$53.2K - $62.6K
|
3.63K
$448K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
483+ 20.59% |
$43.7K - $51.5K
|
2.83K
$349K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
469+ 0.55% |
$42.5K - $50K
|
85.4K
$10.5M
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
449+ 8.08% |
$40.7K - $47.9K
|
6.01K
$741K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
423+ 3.84% |
$38.3K - $45.1K
|
11.4K
$1.41M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
280+ 20.48% |
$25.4K - $29.9K
|
1.65K
$203K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
251+ 1.59% |
$22.7K - $26.8K
|
16K
$1.98M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
243New |
$22K - $25.9K
|
243
$30K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
192New |
$17.4K - $20.5K
|
192
$23.7K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
186+ 2.71% |
$16.8K - $19.8K
|
7.05K
$869K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
133+ 0.29% |
$12K - $14.2K
|
46.6K
$5.74M
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
125+ 5.49% |
$11.3K - $13.3K
|
2.4K
$296K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
124New |
$11.2K - $13.2K
|
124
$15.3K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
100New |
$9.06K - $10.7K
|
100
$12.3K
|
|
|
Apr 24, 2024
Q1 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
100+ 1.7% |
$9.06K - $10.7K
|
5.99K
$739K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
87+ 1.93% |
$7.88K - $9.28K
|
4.59K
$566K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
85+ 3.09% |
$7.7K - $9.06K
|
2.83K
$350K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
BUY
|
- |
66+ 2.2% |
$5.98K - $7.04K
|
3.06K
$378K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
59+ 14.11% |
$5.34K - $6.29K
|
477
$58.8K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
57+ 1.08% |
$5.16K - $6.08K
|
5.32K
$657K
|
|
|
May 09, 2024
Q1 2024
|
Alpha Omega Group, Inc.
|
BUY
|
- |
53+ 1.83% |
$4.8K - $5.65K
|
2.94K
$363K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
14+ 0.25% |
$1.27K - $1.49K
|
5.73K
$706K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
10+ 0.73% |
$906 - $1.07K
|
1.39K
$171K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1+ 0.02% |
$90.6 - $107
|
4.12K
$508K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1+ 0.02% |
$90.6 - $107
|
4.1K
$506K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.07% |
$90.6 - $107
|
1.49K
$183K
|
|
|
Apr 09, 2024
Q1 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1+ 0.03% |
$90.6 - $107
|
3.57K
$440K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2- 33.33% |
$181 - $213
|
4
$493
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-2- 0.87% |
$181 - $213
|
229
$28.2K
|