Purchases and Sales Made in Q2 2024 in First Trust Us Equity Opportun (FPX)
This table provides information about the institutional ownership of First Trust Us Equity Opportun (FPX) during Q2 2024. 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 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-273- 10.52% |
$26.1K - $28.7K
|
2.32K
$286K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-285- 7.81% |
$27.3K - $30K
|
3.36K
$415K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-288- 9.8% |
$27.6K - $30.3K
|
2.65K
$327K
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-300- 4.39% |
$28.7K - $31.5K
|
6.53K
$805K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-313- 19.6% |
$30K - $32.9K
|
1.28K
$158K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-321- 12.65% |
$30.7K - $33.8K
|
2.22K
$273K
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-322- 4.57% |
$30.8K - $33.9K
|
6.73K
$830K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-325- 13.52% |
$31.1K - $34.2K
|
2.08K
$256K
|
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-393- 1.4% |
$37.6K - $41.3K
|
27.7K
$3.42M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-393- 5.09% |
$37.6K - $41.3K
|
7.33K
$904K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-421- 1.75% |
$40.3K - $44.3K
|
23.6K
$2.92M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-461- 8.11% |
$44.1K - $48.5K
|
5.22K
$644K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-469- 0.55% |
$44.9K - $49.3K
|
84.9K
$10.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-482- 8.1% |
$46.1K - $50.7K
|
5.47K
$674K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-491- 7.33% |
$47K - $51.6K
|
6.2K
$765K
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
SELL
|
- |
-678- 16.19% |
$64.9K - $71.3K
|
3.51K
$433K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-750- 14.13% |
$71.8K - $78.9K
|
4.56K
$562K
|
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-840- 4.67% |
$80.4K - $88.3K
|
17.2K
$2.12M
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-914- 2.07% |
$87.5K - $96.1K
|
43.3K
$5.34M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-926- 18.62% |
$88.6K - $97.4K
|
4.05K
$499K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-941- 4.26% |
$90.1K - $98.9K
|
21.1K
$2.61M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.1K- 0.42% |
$105K - $116K
|
259K
$31.9M
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.15K- 12.01% |
$110K - $121K
|
8.46K
$1.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.25K- 18.77% |
$120K - $132K
|
5.43K
$669K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.3K- 9.24% |
$124K - $137K
|
12.8K
$1.57M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.3K- 16.62% |
$125K - $137K
|
6.54K
$806K
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.31K- 2.72% |
$126K - $138K
|
47K
$5.8M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.38K- 2.95% |
$132K - $145K
|
45.2K
$5.57M
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.42K- 9.31% |
$136K - $149K
|
13.8K
$1.71M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.42K- 18.23% |
$136K - $150K
|
6.38K
$787K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.43K- 1.71% |
$137K - $150K
|
82.3K
$10.2M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.45K- 29.67% |
$139K - $153K
|
3.44K
$425K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.46K- 1.57% |
$140K - $153K
|
91.3K
$11.3M
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.65K- 4.19% |
$158K - $173K
|
37.7K
$4.65M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.67K- 36.77% |
$160K - $175K
|
2.87K
$353K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.13K- 14.72% |
$204K - $224K
|
12.3K
$1.52M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.21K- 4.3% |
$211K - $232K
|
49.1K
$6.06M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.63K- 0.78% |
$251K - $276K
|
336K
$41.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.63K- 4.84% |
$252K - $277K
|
51.8K
$6.39M
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-2.74K- 21.52% |
$262K - $288K
|
9.98K
$1.23M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.91K- 8.36% |
$278K - $306K
|
31.9K
$3.93M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-3.46K- 6.14% |
$331K - $364K
|
52.9K
$6.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.34K- 38.58% |
$607K - $667K
|
10.1K
$1.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-6.63K- 9.89% |
$634K - $697K
|
60.4K
$7.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.63K- 24.04% |
$730K - $802K
|
24.1K
$2.97M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-9.93K- 9.48% |
$950K - $1.04M
|
94.8K
$11.7M
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.4K- 2.47% |
$1.38M - $1.52M
|
569K
$70.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-14.4K- 2.47% |
$1.38M - $1.52M
|
569K
$70.1M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-14.6K- 11.2% |
$1.39M - $1.53M
|
115K
$14.2M
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-15K- 79.08% |
$1.43M - $1.57M
|
3.96K
$488K
|