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 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-5.87K- 5.49% |
$465K - $522K
|
101K
$12.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-8.29K- 74.79% |
$657K - $736K
|
2.8K
$357K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
SELL
|
- |
-10K- 17.0% |
$796K - $892K
|
49.1K
$6.26M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-10.5K- 8.37% |
$829K - $929K
|
115K
$14.6M
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-10.9K- 83.12% |
$862K - $966K
|
2.21K
$282K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-14.2K- 4.74% |
$1.12M - $1.26M
|
285K
$36.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.8K- 15.29% |
$1.18M - $1.32M
|
82.3K
$10.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
SELL
|
- |
-14.9K- 85.28% |
$1.18M - $1.32M
|
2.57K
$328K
|
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-16.2K- 43.82% |
$1.28M - $1.43M
|
20.7K
$2.64M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-21.7K- 5.6% |
$1.72M - $1.93M
|
367K
$46.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-28.4K- 65.63% |
$2.25M - $2.53M
|
14.9K
$1.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-29.1K- 98.92% |
$2.31M - $2.58M
|
319
$40.7K
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-36.4K- 92.48% |
$2.88M - $3.23M
|
2.96K
$377K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-42.6K- 23.37% |
$3.38M - $3.79M
|
140K
$17.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-51.9K- 47.58% |
$4.11M - $4.61M
|
57.2K
$7.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-82.1K- 34.71% |
$6.5M - $7.29M
|
154K
$19.7M
|