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 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-2- 33.33% |
$181 - $213
|
4
$484
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-5- 5.38% |
$453 - $533
|
88
$10.6K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-21- 0.59% |
$1.9K - $2.24K
|
3.54K
$428K
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-25- 1.04% |
$2.26K - $2.67K
|
2.37K
$286K
|
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-26- 1.01% |
$2.35K - $2.77K
|
2.54K
$307K
|
|
|
Apr 11, 2024
Q1 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-51- 2.1% |
$4.62K - $5.44K
|
2.38K
$287K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-52- 11.93% |
$4.71K - $5.54K
|
384
$46.4K
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-80- 6.97% |
$7.24K - $8.53K
|
1.07K
$129K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-89- 0.23% |
$8.06K - $9.49K
|
39.4K
$4.76M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-93- 0.65% |
$8.42K - $9.91K
|
14.1K
$1.71M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-95- 1.4% |
$8.6K - $10.1K
|
6.68K
$808K
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-100- 1.44% |
$9.06K - $10.7K
|
6.83K
$826K
|
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-108- 1.75% |
$9.78K - $11.5K
|
6.05K
$731K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-114- 25.68% |
$10.3K - $12.2K
|
330
$39.9K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-114- 25.68% |
$10.3K - $12.2K
|
330
$39.9K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-140- 30.11% |
$12.7K - $14.9K
|
325
$39.3K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-140- 16.04% |
$12.7K - $14.9K
|
733
$88.6K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-147- 38.68% |
$13.3K - $15.7K
|
233
$28.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-150- 2.75% |
$13.6K - $16K
|
5.31K
$642K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-157- 8.65% |
$14.2K - $16.7K
|
1.66K
$200K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-188- 0.78% |
$17K - $20K
|
24.1K
$2.91M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-225- 25.71% |
$20.4K - $24K
|
650
$78.6K
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-227- 1.97% |
$20.6K - $24.2K
|
11.3K
$1.37M
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-230- 2.51% |
$20.8K - $24.5K
|
8.94K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-256- 0.28% |
$23.2K - $27.3K
|
92.7K
$11.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
SELL
|
- |
-288- 6.44% |
$26.1K - $30.7K
|
4.19K
$506K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-294- 0.91% |
$26.6K - $31.3K
|
32.2K
$3.89M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-295- 10.37% |
$26.7K - $31.4K
|
2.55K
$308K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-305- 3.54% |
$27.6K - $32.5K
|
8.31K
$1M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-312- 11.34% |
$28.3K - $33.3K
|
2.44K
$295K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-339- 5.63% |
$30.7K - $36.1K
|
5.68K
$687K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-345- 3.46% |
$31.2K - $36.8K
|
9.61K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-347- 0.27% |
$31.4K - $37K
|
127K
$15.3M
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-364- 15.35% |
$33K - $38.8K
|
2.01K
$243K
|
|
|
May 06, 2024
Q1 2024
|
Concentrum Wealth Management
|
SELL
|
- |
-380- 5.44% |
$34.4K - $40.5K
|
6.61K
$799K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-387- 0.68% |
$35K - $41.3K
|
56.4K
$6.82M
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-435- 2.77% |
$39.4K - $46.4K
|
15.3K
$1.85M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-465- 7.06% |
$42.1K - $49.6K
|
6.13K
$741K
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-614- 14.41% |
$55.6K - $65.5K
|
3.65K
$441K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-716- 5.74% |
$64.8K - $76.3K
|
11.8K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-758- 11.3% |
$68.6K - $80.8K
|
5.95K
$719K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-800- 13.06% |
$72.4K - $85.3K
|
5.33K
$644K
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-814- 6.02% |
$73.7K - $86.8K
|
12.7K
$1.54M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-955- 33.39% |
$86.5K - $102K
|
1.91K
$230K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1K- 4.34% |
$90.6K - $107K
|
22.1K
$2.67M
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-1.02K- 11.67% |
$92.4K - $109K
|
7.72K
$934K
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.11K- 11.91% |
$101K - $118K
|
8.22K
$994K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.19K- 19.26% |
$107K - $126K
|
4.97K
$601K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.26K- 8.01% |
$114K - $134K
|
14.5K
$1.75M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.39K- 23.47% |
$126K - $148K
|
4.53K
$548K
|