Purchases and Sales Made in Q2 2023 in First Trust Us Equity Opportun (FPX)
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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-88- 26.83% |
$6.97K - $7.81K
|
240
$29.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-107- 50.71% |
$8.48K - $9.5K
|
104
$12.6K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-115- 3.6% |
$9.11K - $10.2K
|
3.08K
$373K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-127- 20.72% |
$10.1K - $11.3K
|
486
$58.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-137- 0.96% |
$10.9K - $12.2K
|
14.1K
$1.71M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-159- 3.38% |
$12.6K - $14.1K
|
4.54K
$550K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-159- 0.73% |
$12.6K - $14.1K
|
21.5K
$2.61M
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-160- 1.46% |
$12.7K - $14.2K
|
10.8K
$1.31M
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-168- 2.76% |
$13.3K - $14.9K
|
5.93K
$719K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-173- 0.84% |
$13.7K - $15.4K
|
20.4K
$2.48M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-180- 2.96% |
$14.3K - $16K
|
5.9K
$715K
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-187- 7.12% |
$14.8K - $16.6K
|
2.44K
$296K
|
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-233- 2.54% |
$18.5K - $20.7K
|
8.93K
$1.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-249- 3.24% |
$19.7K - $22.1K
|
7.44K
$901K
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-250- 20.41% |
$19.8K - $22.2K
|
975
$118K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-254- 5.21% |
$20.1K - $22.6K
|
4.62K
$560K
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-273- 0.92% |
$21.6K - $24.2K
|
29.3K
$3.55M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-277- 77.59% |
$21.9K - $24.6K
|
80
$9.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-299- 0.27% |
$23.7K - $26.6K
|
112K
$13.6M
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-318- 16.75% |
$25.2K - $28.2K
|
1.58K
$192K
|
|
|
Aug 10, 2023
Q2 2023
|
Citigroup Inc
|
SELL
|
- |
-380- 14.47% |
$30.1K - $33.7K
|
2.25K
$272K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-459- 2.99% |
$36.4K - $40.8K
|
14.9K
$1.8M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-487- 43.29% |
$38.6K - $43.2K
|
638
$77.3K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-569- 2.62% |
$45.1K - $50.5K
|
21.1K
$2.56M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-701- 7.87% |
$55.5K - $62.2K
|
8.21K
$995K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-703- 2.73% |
$55.7K - $62.4K
|
25K
$3.03M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.04K- 2.51% |
$82K - $91.9K
|
40.1K
$4.87M
|
|
|
Jul 21, 2023
Q2 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-1.13K- 28.4% |
$89.3K - $100K
|
2.84K
$345K
|
|
|
Jul 20, 2023
Q2 2023
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-1.13K- 7.96% |
$89.3K - $100K
|
13K
$1.58M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.19K- 1.94% |
$94.4K - $106K
|
60.3K
$7.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.32K- 50.92% |
$105K - $118K
|
1.28K
$155K
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.34K- 10.83% |
$106K - $119K
|
11K
$1.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-1.47K- 12.35% |
$117K - $131K
|
10.5K
$1.27M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.53K- 6.91% |
$121K - $136K
|
20.7K
$2.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-1.55K- 13.01% |
$123K - $138K
|
10.4K
$1.26M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.69K- 18.63% |
$134K - $150K
|
7.37K
$894K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.92K- 4.22% |
$152K - $171K
|
43.6K
$5.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.05K- 41.33% |
$162K - $182K
|
2.91K
$353K
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
SELL
|
- |
-2.66K- 31.98% |
$210K - $236K
|
5.65K
$685K
|
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-2.72K- 33.26% |
$216K - $242K
|
5.47K
$663K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.84K- 7.44% |
$225K - $252K
|
35.3K
$4.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.98K- 3.34% |
$236K - $265K
|
86.4K
$10.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-3.16K- 37.52% |
$250K - $281K
|
5.27K
$638K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.29K- 9.05% |
$261K - $293K
|
33.1K
$4.01M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.73K- 4.06% |
$295K - $331K
|
88.2K
$10.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.08K- 43.77% |
$323K - $362K
|
5.24K
$635K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.43K- 26.48% |
$351K - $394K
|
12.3K
$1.49M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.62K- 10.0% |
$366K - $410K
|
41.6K
$5.04M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-4.63K- 9.01% |
$366K - $411K
|
46.7K
$5.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.01K- 46.61% |
$397K - $445K
|
5.74K
$696K
|