Purchases and Sales Made in Q2 2023 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 2023. 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 08, 2023 Q2 2023
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
67.2K
New
$5.32M - $5.96M
67.2K $8.38M
Aug 10, 2023 Q2 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
33.8K
New
$2.68M - $3M
33.8K $4.22M
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
33.2K
+ 765.7%
$2.63M - $2.95M
37.5K $4.68M
Jul 25, 2023 Q2 2023
Onyx Bridge Wealth Group LLC

BUY
 -
31.4K
New
$2.49M - $2.79M
31.4K $3.92M
Aug 14, 2023 Q2 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
22.6K
+ 208.94%
$1.79M - $2.01M
33.4K $4.17M
Jul 25, 2023 Q2 2023
Advisory Alpha, LLC

BUY
 -
17K
+ 206.87%
$1.35M - $1.51M
25.2K $3.15M
Aug 14, 2023 Q2 2023
Morgan Stanley

New York, NY
BUY
 -
16.7K
+ 2.26%
$1.33M - $1.49M
756K $94.4M
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
11.9K
+ 176.85%
$943K - $1.06M
18.6K $2.33M
Jul 10, 2023 Q2 2023
Retireful, LLC

BUY
 -
9.61K
New
$762K - $854K
9.61K $1.2M
Aug 14, 2023 Q2 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
9.56K
+ 114.35%
$757K - $849K
17.9K $2.24M
Aug 14, 2023 Q2 2023
David A. Siegel Two Sigma Advisers, LP | New York, Ny
BUY
 -
5.9K
New
$467K - $524K
5.9K $736K
Aug 14, 2023 Q2 2023
Insigneo Advisory Services, LLC

Miami, FL
BUY
 -
4.98K
+ 103.99%
$394K - $442K
9.76K $1.22M
Aug 14, 2023 Q2 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
4.27K
New
$338K - $379K
4.27K $533K
Aug 04, 2023 Q2 2023
Atlas Private Wealth Advisors

Matawan, NJ
BUY
 -
4.09K
+ 97.61%
$324K - $363K
8.28K $1.03M
Aug 11, 2023 Q2 2023
Hrt Financial LP

New York, NY
BUY
 -
3.81K
New
$302K - $338K
3.81K $475K
Jul 18, 2023 Q2 2023
Allworth Financial LP

BUY
 -
2.68K
+ 4129.23%
$213K - $238K
2.75K $343K
Aug 04, 2023 Q2 2023
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
2.45K
New
$194K - $218K
2.45K $306K
Aug 11, 2023 Q2 2023
Tru Independence LLC

BUY
 -
2.34K
New
$185K - $208K
2.34K $292K
Aug 08, 2023 Q2 2023
Commerce Bank

Kansas City, MO
BUY
 -
2.3K
New
$182K - $204K
2.3K $287K
Aug 14, 2023 Q2 2023
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
2.15K
+ 2.48%
$170K - $191K
89K $11.1M
Aug 14, 2023 Q2 2023
Royal Bank Of Canada

Toronto, A6
BUY
 -
2.09K
+ 2.44%
$166K - $186K
87.9K $11M
Aug 09, 2023 Q2 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
1.78K
+ 5.03%
$141K - $158K
37.2K $4.64M
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
1.56K
+ 31.82%
$123K - $138K
6.45K $805K
Jul 17, 2023 Q2 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
801
+ 32.87%
$63.5K - $71.1K
3.24K $404K
Aug 14, 2023 Q2 2023
Northwestern Mutual Wealth Management CO

BUY
 -
691
+ 113.65%
$54.7K - $61.4K
1.3K $162K
Aug 10, 2023 Q2 2023
Meitav Dash Investments LTD

BUY
 -
684
New
$54.2K - $60.7K
684 $85.4K
Aug 10, 2023 Q2 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
639
+ 18.23%
$50.6K - $56.7K
4.15K $517K
Aug 09, 2023 Q2 2023
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
479
+ 3.16%
$37.9K - $42.5K
15.6K $1.95M
Jul 10, 2023 Q2 2023
Good Life Advisors, LLC

BUY
 -
292
+ 0.52%
$23.1K - $25.9K
56.2K $7.02M
Jul 27, 2023 Q2 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
250
+ 5.24%
$19.8K - $22.2K
5.02K $626K
Aug 04, 2023 Q2 2023
Atria Investments LLC

Charlotte, NC
BUY
 -
194
+ 1.38%
$15.4K - $17.2K
14.3K $1.78M
Aug 14, 2023 Q2 2023
Investors Research Corp

BUY
 -
155
+ 3.17%
$12.3K - $13.8K
5.05K $630K
Aug 10, 2023 Q2 2023
Wintrust Investments LLC

Chicago, IL
BUY
 -
150
+ 5.53%
$11.9K - $13.3K
2.86K $357K
Sep 21, 2023 Q2 2023
Baystate Wealth Management LLC

BUY
 -
140
New
$11.1K - $12.4K
140 $17.5K
Jul 20, 2023 Q2 2023
Cassia Capital Partners, LLC

Winston Salem, NC
BUY
 -
102
+ 0.21%
$8.08K - $9.06K
49.2K $6.14M
Aug 09, 2023 Q2 2023
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
90
+ 0.06%
$7.13K - $7.99K
146K $18.3M
Jul 24, 2023 Q2 2023
Calton & Associates, Inc.

BUY
 -
84
+ 0.54%
$6.65K - $7.46K
15.8K $1.97M
Aug 15, 2023 Q2 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
81
+ 1.21%
$6.42K - $7.19K
6.77K $845K
Aug 09, 2023 Q2 2023
Advisory Services Network, LLC

BUY
 -
80
+ 1.26%
$6.34K - $7.1K
6.45K $805K
Aug 04, 2023 Q2 2023
Ifp Advisors, Inc

BUY
 -
47
+ 6.54%
$3.72K - $4.17K
766 $95.6K
Jul 25, 2023 Q2 2023
Org Partners LLC

Roanoke, IN
BUY
 -
29
New
$2.3K - $2.58K
29 $3.62K
Jul 24, 2023 Q2 2023
Whittier Trust CO

BUY
 -
2
+ 0.17%
$158 - $178
1.15K $143K
Aug 11, 2023 Q2 2023
Black Rock Inc.

New York, NY
BUY
 -
1
New
$79.2 - $88.8
1 $125
Jul 19, 2023 Q2 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
1
+ 0.12%
$79.2 - $88.8
810 $101K
Aug 02, 2023 Q2 2023
Ntv Asset Management LLC

BUY
 -
1
+ 0.01%
$79.2 - $88.8
7.6K $949K
Aug 14, 2023 Q2 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
1
+ 0.07%
$79.2 - $88.8
1.49K $185K
Aug 15, 2023 Q2 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
SELL
 -
-11
- 0.26%
$871 - $977
4.19K $523K
Aug 14, 2023 Q2 2023
Tower Research Capital LLC (Trc)

New York, NY
SELL
 -
-19
- 67.86%
$1.51K - $1.69K
9 $1.12K
Aug 10, 2023 Q2 2023
Triton Wealth Management, Pllc

SELL
 -
-67
- 1.65%
$5.31K - $5.95K
4K $499K

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