Purchases and Sales Made in Q3 2021 in First Trust Us Equity Opportun (FPX)
This table provides information about the institutional ownership of First Trust Us Equity Opportun (FPX) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.51MNew |
$181M - $198M
|
1.51M
$192M
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
70.9K+ 1091.47% |
$8.5M - $9.3M
|
77.4K
$9.87M
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
52.6K+ 2356.55% |
$6.31M - $6.9M
|
54.8K
$6.99M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
36.9KNew |
$4.43M - $4.85M
|
36.9K
$4.71M
|
|
|
Nov 15, 2021
Q3 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
33.8K+ 53.33% |
$4.06M - $4.44M
|
97.3K
$12.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
31.5KNew |
$3.78M - $4.14M
|
31.5K
$4.02M
|
|
|
Nov 15, 2021
Q3 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.8K+ 8.86% |
$1.77M - $1.94M
|
181K
$23.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13.9K+ 32.99% |
$1.67M - $1.82M
|
56K
$7.14M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
13.3K+ 7.74% |
$1.6M - $1.75M
|
186K
$23.7M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.6K+ 6.26% |
$1.52M - $1.66M
|
215K
$27.4M
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
10K+ 1029.09% |
$1.2M - $1.31M
|
11K
$1.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
9.78K+ 4.24% |
$1.17M - $1.28M
|
240K
$30.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.79KNew |
$815K - $891K
|
6.79K
$866K
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.65K+ 5.19% |
$798K - $873K
|
135K
$17.2M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.5K+ 6.95% |
$780K - $853K
|
100K
$12.8M
|
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.61K+ 173.61% |
$673K - $737K
|
8.84K
$1.13M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.51K+ 2.99% |
$661K - $723K
|
190K
$24.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.39K+ 28.41% |
$647K - $708K
|
24.4K
$3.11M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
4.68K+ 9.36% |
$561K - $614K
|
54.6K
$6.97M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
4.34K+ 2.36% |
$521K - $570K
|
188K
$24M
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.92K+ 17.17% |
$471K - $515K
|
26.8K
$3.41M
|
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.17K+ 10.57% |
$381K - $417K
|
33.2K
$4.23M
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.15K+ 122.49% |
$378K - $414K
|
5.73K
$731K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.09KNew |
$371K - $406K
|
3.09K
$394K
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
BUY
|
- |
2.87KNew |
$344K - $377K
|
2.87K
$366K
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.81K+ 5.43% |
$337K - $369K
|
54.6K
$6.96M
|
|
|
Oct 21, 2021
Q3 2021
|
Alpha Omega Group, Inc.
|
BUY
|
- |
2.61K+ 8.49% |
$313K - $343K
|
33.4K
$4.26M
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
2.29K+ 275.78% |
$275K - $301K
|
3.12K
$398K
|
|
|
Nov 03, 2021
Q3 2021
|
Tmd Wealth Management, LLC
|
BUY
|
- |
2.29K+ 5.06% |
$275K - $300K
|
47.5K
$6.05M
|
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
2.08KNew |
$250K - $273K
|
2.08K
$265K
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.07K+ 9.89% |
$248K - $271K
|
23K
$2.93M
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.94K+ 6.27% |
$233K - $255K
|
32.9K
$4.2M
|
|
|
Nov 02, 2021
Q3 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.59KNew |
$191K - $209K
|
1.59K
$203K
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.49K+ 1.08% |
$179K - $196K
|
140K
$17.8M
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.36K+ 5.1% |
$163K - $178K
|
27.9K
$3.56M
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
BUY
|
- |
1.31K+ 11.42% |
$157K - $171K
|
12.7K
$1.62M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1.29KNew |
$155K - $169K
|
1.29K
$165K
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.01KNew |
$121K - $132K
|
1.01K
$128K
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
891+ 1.68% |
$107K - $117K
|
53.9K
$6.87M
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
880+ 4.73% |
$106K - $116K
|
19.5K
$2.48M
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
703New |
$84.4K - $92.3K
|
703
$89.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
697+ 3.03% |
$83.6K - $91.5K
|
23.7K
$3.02M
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
691+ 8.59% |
$82.9K - $90.7K
|
8.74K
$1.11M
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
691+ 29.4% |
$82.9K - $90.7K
|
3.04K
$388K
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
677+ 15.6% |
$81.2K - $88.9K
|
5.02K
$640K
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
677+ 15.6% |
$81.2K - $88.9K
|
5.02K
$640K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
676+ 2.45% |
$81.1K - $88.8K
|
28.3K
$3.61M
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
567New |
$68K - $74.4K
|
567
$72.3K
|
|
|
Nov 16, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
555+ 20.61% |
$66.6K - $72.9K
|
3.25K
$414K
|
|
|
Nov 12, 2021
Q3 2021
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
470+ 2.51% |
$56.4K - $61.7K
|
19.2K
$2.45M
|