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 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.47K- 9.43% |
$133K - $156K
|
14.1K
$1.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1.48K- 89.32% |
$134K - $158K
|
177
$21.4K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.53K- 6.78% |
$138K - $163K
|
21K
$2.54M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.6K- 16.95% |
$145K - $171K
|
7.84K
$948K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.75K- 0.67% |
$158K - $186K
|
260K
$31.4M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.8K- 3.2% |
$163K - $192K
|
54.5K
$6.59M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.07K- 10.33% |
$188K - $221K
|
18K
$2.18M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-2.3K- 25.6% |
$209K - $246K
|
6.69K
$809K
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-2.72K- 5.79% |
$246K - $290K
|
44.2K
$5.35M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.81K- 7.48% |
$255K - $300K
|
34.8K
$4.2M
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-3.3K- 43.42% |
$299K - $352K
|
4.3K
$520K
|
|
|
May 03, 2024
Q1 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-3.45K- 52.16% |
$312K - $367K
|
3.16K
$382K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-3.64K- 16.15% |
$330K - $388K
|
18.9K
$2.29M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.82K- 4.29% |
$346K - $408K
|
85.4K
$10.3M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.8K- 38.08% |
$435K - $512K
|
7.8K
$943K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-6.03K- 67.23% |
$546K - $643K
|
2.94K
$356K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.09K- 6.78% |
$551K - $649K
|
83.7K
$10.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-7.4K- 11.1% |
$670K - $789K
|
59.3K
$7.17M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.42K- 2.43% |
$763K - $898K
|
339K
$40.9M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.28K- 12.16% |
$840K - $989K
|
67K
$8.1M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-11K- 18.89% |
$998K - $1.17M
|
47.3K
$5.72M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.2K- 10.44% |
$1.11M - $1.3M
|
105K
$12.7M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.3K- 18.15% |
$1.2M - $1.42M
|
59.9K
$7.24M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-14.5K- 84.82% |
$1.31M - $1.54M
|
2.59K
$314K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-15.1K- 22.7% |
$1.37M - $1.61M
|
51.3K
$6.21M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-24.1K- 33.29% |
$2.18M - $2.57M
|
48.3K
$5.84M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-30.7K- 75.43% |
$2.78M - $3.27M
|
10K
$1.21M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-51.6K- 8.13% |
$4.68M - $5.5M
|
583K
$70.5M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-51.6K- 8.13% |
$4.68M - $5.5M
|
583K
$70.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-55.4K- 52.5% |
$5.02M - $5.9M
|
50.1K
$6.06M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-71.4KClosed |
$6.46M - $7.61M
|
0
$0
|