Purchases and Sales Made in Q2 2022 in First Trust Us Equity Opportun (FPX)

FPX Quotes by TradingView

This table provides information about the institutional ownership of First Trust Us Equity Opportun (FPX) during Q2 2022. 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
Aug 16, 2022 Q2 2022
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-624
- 20.14%
$49.9K - $69.2K
2.48K $302K
Aug 04, 2022 Q2 2022
Triton Wealth Management, Pllc

SELL
 -
-682
- 11.67%
$54.5K - $75.6K
5.16K $629K
Aug 10, 2022 Q2 2022
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-695
- 17.94%
$55.5K - $77.1K
3.18K $388K
Jul 13, 2022 Q2 2022
Pcg Wealth Advisors, LLC

SELL
 -
-699
- 3.47%
$55.9K - $77.5K
19.4K $2.37M
Aug 12, 2022 Q2 2022
Intrua Financial, LLC

Houston, TX
SELL
 -
-740
- 11.68%
$59.1K - $82.1K
5.6K $683K
Aug 10, 2022 Q2 2022
Blair William & CO

Chicago, IL
SELL
 -
-741
- 52.55%
$59.2K - $82.2K
669 $81.6K
Aug 15, 2022 Q2 2022
Wintrust Investments LLC

Chicago, IL
SELL
 -
-772
- 18.66%
$61.7K - $85.6K
3.37K $410K
Aug 12, 2022 Q2 2022
Bickling Financial Services, Inc.

Lexington, MA
SELL
 -
-955
- 2.27%
$76.3K - $106K
41.1K $5.01M
Jul 28, 2022 Q2 2022
Selective Wealth Management, Inc.

SELL
 -
-1.2K
- 46.15%
$95.9K - $133K
1.4K $171K
Jul 13, 2022 Q2 2022
Bergan Kdv Wealth Management, LLC

SELL
 -
-1.23K
Closed
$98.2K - $136K
0 $0
Aug 15, 2022 Q2 2022
Inter Ocean Capital Group, LLC

Nashville, TN
SELL
 -
-1.3K
- 20.34%
$104K - $144K
5.09K $621K
Jul 19, 2022 Q2 2022
Good Life Advisors, LLC

SELL
 -
-1.37K
- 2.46%
$109K - $152K
54.1K $6.59M
Aug 09, 2022 Q2 2022
Ten Capital Wealth Advisors, LLC

Spokane, WA
SELL
 -
-1.46K
- 1.59%
$117K - $162K
90.1K $11M
Jul 28, 2022 Q2 2022
D.A. Davidson & Co.

SELL
 -
-1.51K
- 2.79%
$121K - $168K
52.7K $6.43M
Aug 12, 2022 Q2 2022
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
SELL
 -
-1.63K
- 18.54%
$130K - $180K
7.14K $870K
Aug 15, 2022 Q2 2022
Atlas Private Wealth Advisors

Matawan, NJ
SELL
 -
-1.64K
- 22.51%
$131K - $182K
5.66K $690K
Aug 10, 2022 Q2 2022
Citigroup Inc

SELL
 -
-1.72K
- 31.39%
$137K - $190K
3.75K $457K
Aug 02, 2022 Q2 2022
Ahrens Investment Partners LLC

SELL
 -
-1.73K
- 14.37%
$138K - $192K
10.3K $1.25M
Aug 09, 2022 Q2 2022
Rfg Advisory, LLC

Birmingham, AL
SELL
 -
-1.95K
Closed
$156K - $216K
0 $0
Aug 08, 2022 Q2 2022
Acorn Wealth Advisors, LLC

Grand Blanc, MI
SELL
 -
-1.96K
Closed
$157K - $218K
0 $0
Aug 03, 2022 Q2 2022
Wealth Effects LLC

SELL
 -
-1.97K
Closed
$157K - $218K
0 $0
Jul 07, 2022 Q2 2022
Epiq Partners, LLC

SELL
 -
-2K
Closed
$160K - $222K
0 $0
Aug 10, 2022 Q2 2022
Synovus Financial Corp

Columbus, GA
SELL
 -
-2.01K
Closed
$160K - $223K
0 $0
Aug 15, 2022 Q2 2022
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-2.03K
Closed
$163K - $226K
0 $0
Jul 12, 2022 Q2 2022
First Heartland Consultants, Inc.

SELL
 -
-2.07K
Closed
$165K - $229K
0 $0
Jul 12, 2022 Q2 2022
My Legacy Advisors, LLC

SELL
 -
-2.1K
Closed
$168K - $233K
0 $0
Jul 14, 2022 Q2 2022
Raymond James Trust N.A.

SELL
 -
-2.16K
Closed
$172K - $239K
0 $0
Jul 21, 2022 Q2 2022
Advisory Resource Group

SELL
 -
-2.17K
Closed
$174K - $241K
0 $0
Aug 03, 2022 Q2 2022
Ae Wealth Management LLC

SELL
 -
-2.25K
- 29.71%
$180K - $250K
5.33K $650K
Aug 09, 2022 Q2 2022
Pensionmark Financial Group, LLC

Santa Barbara, CA
SELL
 -
-2.27K
Closed
$181K - $252K
0 $0
Aug 15, 2022 Q2 2022
Wealthcare Advisory Partners LLC

West Chester, PA
SELL
 -
-2.28K
Closed
$182K - $253K
0 $0
Aug 12, 2022 Q2 2022
Commerce Bank

Kansas City, MO
SELL
 -
-2.33K
Closed
$186K - $258K
0 $0
Jul 22, 2022 Q2 2022
Capital Investment Advisory Services, LLC

SELL
 -
-2.39K
Closed
$191K - $265K
0 $0
Jul 21, 2022 Q2 2022
Wedbush Securities Inc

SELL
 -
-2.39K
- 16.65%
$191K - $265K
12K $1.46M
Aug 04, 2022 Q2 2022
Ifg Advisory, LLC

SELL
 -
-2.5K
- 20.25%
$200K - $277K
9.85K $1.2M
Aug 04, 2022 Q2 2022
Steward Partners Investment Advisory, LLC

SELL
 -
-2.64K
- 16.01%
$211K - $292K
13.8K $1.69M
Aug 12, 2022 Q2 2022
National Asset Management, Inc.

Boca Raton, FL
SELL
 -
-3.03K
- 34.95%
$242K - $336K
5.65K $688K
Aug 11, 2022 Q2 2022
Cetera Investment Advisers

Schaumburg, IL
SELL
 -
-3.26K
- 2.87%
$260K - $361K
110K $13.4M
Jul 18, 2022 Q2 2022
Western Wealth Management, LLC

SELL
 -
-3.68K
- 6.27%
$294K - $408K
55K $6.71M
Aug 17, 2022 Q2 2022
Castleview Partners, LLC

Dallas, TX
SELL
 -
-3.78K
- 59.83%
$302K - $420K
2.54K $310K
Aug 16, 2022 Q2 2022
M Holdings Securities, Inc.

Portland, OR
SELL
 -
-4.58K
Closed
$366K - $508K
0 $0
Jul 22, 2022 Q2 2022
Spire Wealth Management

SELL
 -
-4.65K
- 80.16%
$372K - $516K
1.15K $140K
Aug 11, 2022 Q2 2022
Cetera Advisors LLC

Denver, CO
SELL
 -
-4.8K
- 9.79%
$384K - $532K
44.2K $5.39M
Aug 16, 2022 Q2 2022
First Republic Investment Management, Inc.

San Francisco, CA
SELL
 -
-5.09K
- 17.16%
$407K - $564K
24.6K $3M
Jul 15, 2022 Q2 2022
Pinnacle Private Wealth, LLC

SELL
 -
-5.7K
- 53.04%
$456K - $632K
5.05K $615K
Aug 03, 2022 Q2 2022
Envestnet Asset Management Inc

SELL
 -
-7.68K
- 5.73%
$614K - $852K
126K $15.4M
Aug 12, 2022 Q2 2022
Mml Investors Services, LLC

Springfield, MA
SELL
 -
-8.7K
- 46.02%
$696K - $965K
10.2K $1.25M
Jul 18, 2022 Q2 2022
Money Concepts Capital Corp

SELL
 -
-9.37K
- 69.46%
$749K - $1.04M
4.12K $502K
Jul 19, 2022 Q2 2022
Commonwealth Equity Services, LLC

SELL
 -
-9.63K
- 4.29%
$770K - $1.07M
215K $26.2M

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