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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
4+ 0.22% |
$425 - $574
|
1.84K
$253K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3New |
$319 - $431
|
3
$412
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
1+ 0.02% |
$106 - $144
|
5.81K
$797K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1New |
$106 - $144
|
1
$137
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
1+ 0.02% |
$106 - $144
|
4.91K
$674K
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1New |
$106 - $144
|
1
$137
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-4- 0.2% |
$425 - $574
|
2K
$275K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-8- 0.17% |
$850 - $1.15K
|
4.66K
$639K
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.16% |
$1.38K - $1.87K
|
8.1K
$1.11M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-14- 0.25% |
$1.49K - $2.01K
|
5.58K
$765K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-27- 0.17% |
$2.87K - $3.88K
|
16.1K
$2.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-30- 1.39% |
$3.19K - $4.31K
|
2.14K
$293K
|
|
|
May 14, 2025
Q1 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-36- 1.67% |
$3.82K - $5.17K
|
2.12K
$291K
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-40- 0.76% |
$4.25K - $5.74K
|
5.24K
$719K
|
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-42- 1.8% |
$4.46K - $6.03K
|
2.3K
$315K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-45- 0.56% |
$4.78K - $6.46K
|
8.05K
$1.1M
|
|
|
May 02, 2025
Q1 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-53- 1.49% |
$5.63K - $7.61K
|
3.51K
$482K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-67- 2.5% |
$7.12K - $9.62K
|
2.61K
$358K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-75- 1.98% |
$7.97K - $10.8K
|
3.71K
$509K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-102- 1.47% |
$10.8K - $14.6K
|
6.83K
$938K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-103- 4.22% |
$10.9K - $14.8K
|
2.34K
$321K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-153- 6.73% |
$16.3K - $22K
|
2.12K
$291K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-164- 39.33% |
$17.4K - $23.5K
|
253
$34.7K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-172- 18.34% |
$18.3K - $24.7K
|
766
$105K
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-200- 7.19% |
$21.2K - $28.7K
|
2.58K
$354K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-200- 3.64% |
$21.2K - $28.7K
|
5.29K
$726K
|
|
|
May 15, 2025
Q1 2025
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-270- 2.25% |
$28.7K - $38.8K
|
11.7K
$1.61M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-281- 11.94% |
$29.8K - $40.3K
|
2.07K
$284K
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-290- 12.47% |
$30.8K - $41.6K
|
2.04K
$279K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-300- 48.86% |
$31.9K - $43.1K
|
314
$43.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-349- 5.08% |
$37.1K - $50.1K
|
6.52K
$895K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-350- 6.74% |
$37.2K - $50.2K
|
4.85K
$665K
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-364- 1.65% |
$38.7K - $52.2K
|
21.7K
$2.98M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-371- 0.78% |
$39.4K - $53.2K
|
47.1K
$6.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-462- 0.78% |
$49.1K - $66.3K
|
58.9K
$8.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-472- 12.47% |
$50.1K - $67.7K
|
3.31K
$455K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-498- 28.7% |
$52.9K - $71.5K
|
1.24K
$170K
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
SELL
|
- |
-500- 8.32% |
$53.1K - $71.8K
|
5.51K
$756K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-539- 19.7% |
$57.2K - $77.4K
|
2.2K
$302K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-583- 19.46% |
$61.9K - $83.7K
|
2.41K
$331K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-782- 2.68% |
$83.1K - $112K
|
28.4K
$3.9M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-824- 15.43% |
$87.5K - $118K
|
4.52K
$620K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-899- 54.25% |
$95.5K - $129K
|
758
$104K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-949- 3.46% |
$101K - $136K
|
26.5K
$3.64M
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-1.13K- 68.37% |
$120K - $162K
|
521
$71.5K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.3K- 7.63% |
$138K - $187K
|
15.8K
$2.16M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.32K- 3.3% |
$141K - $190K
|
38.8K
$5.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-1.48K- 2.17% |
$157K - $212K
|
66.4K
$9.11M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.53K- 5.25% |
$162K - $219K
|
27.6K
$3.79M
|