Purchases and Sales Made in Q1 2025 in First Trust Us Equity Opportun (FPX)
This table provides information about the institutional ownership of First Trust Us Equity Opportun (FPX) during Q1 2025. 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 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
113K+ 40.59% |
$12M - $16.2M
|
390K
$53.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
59KNew |
$6.27M - $8.47M
|
59K
$8.1M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
31.7K+ 12.4% |
$3.36M - $4.54M
|
287K
$39.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
20.8K+ 97.83% |
$2.21M - $2.99M
|
42.1K
$5.78M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
19.5K+ 24.64% |
$2.07M - $2.8M
|
98.6K
$13.5M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.3K+ 3.03% |
$1.84M - $2.48M
|
588K
$80.7M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
11.1K+ 11074.0% |
$1.18M - $1.59M
|
11.2K
$1.53M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
10.5KNew |
$1.12M - $1.51M
|
10.5K
$1.44M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.83KNew |
$1.04M - $1.41M
|
9.83K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
6.16KNew |
$654K - $884K
|
6.16K
$845K
|
|
|
Apr 10, 2025
Q1 2025
|
Eclectic Associates Inc
|
BUY
|
- |
5.61K+ 79.22% |
$596K - $805K
|
12.7K
$1.74M
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
5.51KNew |
$585K - $790K
|
5.51K
$756K
|
|
|
May 13, 2025
Q1 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
5.07KNew |
$538K - $728K
|
5.07K
$696K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.99KNew |
$530K - $716K
|
4.99K
$685K
|
|
|
May 05, 2025
Q1 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
4.24K+ 31.15% |
$451K - $609K
|
17.9K
$2.45M
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
4.14KNew |
$440K - $594K
|
4.14K
$568K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.36K+ 21.48% |
$357K - $482K
|
19K
$2.61M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.34K+ 189.38% |
$354K - $479K
|
5.1K
$700K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.23KNew |
$343K - $463K
|
3.23K
$443K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
2.93K+ 2.47% |
$311K - $421K
|
122K
$16.7M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.51K+ 22.78% |
$267K - $361K
|
13.5K
$1.86M
|
|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.4K+ 27.42% |
$255K - $344K
|
11.1K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
2.14KNew |
$227K - $307K
|
2.14K
$294K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.97K+ 2.27% |
$209K - $283K
|
88.7K
$12.2M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.58K+ 12.34% |
$167K - $226K
|
14.4K
$1.97M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1.41K+ 12.05% |
$149K - $202K
|
13.1K
$1.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.2K+ 119800.0% |
$127K - $172K
|
1.2K
$165K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.14K+ 258.64% |
$121K - $163K
|
1.58K
$217K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
859+ 3.09% |
$91.2K - $123K
|
28.6K
$3.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
722+ 662.39% |
$76.7K - $104K
|
831
$114K
|
|
|
Apr 08, 2025
Q1 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
705+ 11.62% |
$74.9K - $101K
|
6.77K
$930K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
543New |
$57.7K - $77.9K
|
543
$74.5K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
482+ 8.08% |
$51.2K - $69.2K
|
6.45K
$885K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
381+ 16.43% |
$40.5K - $54.7K
|
2.7K
$371K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
313+ 0.61% |
$33.2K - $44.9K
|
51.3K
$7.05M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
308+ 4.57% |
$32.7K - $44.2K
|
7.04K
$967K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
200New |
$21.2K - $28.7K
|
200
$27.5K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
147+ 0.76% |
$15.6K - $21.1K
|
19.4K
$2.67M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
137+ 1.18% |
$14.6K - $19.7K
|
11.8K
$1.62M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
110+ 1.27% |
$11.7K - $15.8K
|
8.75K
$1.2M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
102+ 3.33% |
$10.8K - $14.6K
|
3.17K
$434K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
83+ 20.96% |
$8.82K - $11.9K
|
479
$65.8K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
81+ 2.11% |
$8.6K - $11.6K
|
3.92K
$538K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
30+ 9.23% |
$3.19K - $4.31K
|
355
$48.7K
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
27New |
$2.87K - $3.88K
|
27
$3.71K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
27New |
$2.87K - $3.88K
|
27
$3.71K
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
25New |
$2.66K - $3.59K
|
25
$3.43K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
20New |
$2.12K - $2.87K
|
20
$2.75K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
12+ 17.14% |
$1.27K - $1.72K
|
82
$11.3K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
5+ 7.25% |
$531 - $718
|
74
$10.2K
|