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 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.69K- 2.77% |
$179K - $242K
|
59.2K
$8.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.71K- 2.8% |
$182K - $246K
|
59.5K
$8.16M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.74K- 28.63% |
$184K - $249K
|
4.33K
$594K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-2.01K- 30.86% |
$214K - $289K
|
4.51K
$619K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-2.03K- 8.85% |
$215K - $291K
|
20.9K
$2.86M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.33K- 3.05% |
$247K - $334K
|
74K
$10.2M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.69K- 2.66% |
$286K - $386K
|
98.6K
$13.5M
|
|
|
May 15, 2025
Q1 2025
|
Calton & Associates, Inc.
|
SELL
|
- |
-3.21K- 17.96% |
$341K - $460K
|
14.7K
$2.01M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-3.63K- 2.55% |
$385K - $521K
|
139K
$19M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.99K- 12.36% |
$423K - $572K
|
28.3K
$3.88M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-4.07K- 22.26% |
$432K - $583K
|
14.2K
$1.95M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-6.13K- 24.66% |
$651K - $880K
|
18.7K
$2.57M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-7.8K- 49.62% |
$828K - $1.12M
|
7.92K
$1.09M
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.34K- 29.04% |
$886K - $1.2M
|
20.4K
$2.8M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.34K- 18.76% |
$992K - $1.34M
|
40.4K
$5.55M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-11.1K- 99.11% |
$1.18M - $1.59M
|
100
$13.7K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-15.9K- 85.77% |
$1.69M - $2.28M
|
2.63K
$361K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
SELL
|
- |
-16.8K- 42.5% |
$1.78M - $2.41M
|
22.7K
$3.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-21.1K- 50.0% |
$2.24M - $3.02M
|
21.1K
$2.89M
|