Purchases and Sales Made in Q3 2021 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 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
Sep 21, 2023 Q3 2021
Halpern Financial, Inc.

Ashburn, VA
BUY
 -
395
+ 151.92%
$47.4K - $51.9K
655 $79.4K
Nov 05, 2021 Q3 2021
Calton & Associates, Inc.

BUY
 -
382
+ 3.29%
$45.8K - $50.2K
12K $1.45M
Nov 15, 2021 Q3 2021
Patten Group, Inc.

BUY
 -
371
+ 10.26%
$44.5K - $48.7K
3.99K $483K
Oct 28, 2021 Q3 2021
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
353
+ 0.68%
$42.4K - $46.3K
52.6K $6.38M
Oct 12, 2021 Q3 2021
Pinnacle Bancorp, Inc.

BUY
 -
350
New
$42K - $46K
350 $42.4K
Oct 27, 2021 Q3 2021
Investors Research Corp

BUY
 -
309
+ 38.87%
$37.1K - $40.6K
1.1K $134K
Nov 01, 2021 Q3 2021
Bickling Financial Services, Inc.

Lexington, MA
BUY
 -
286
+ 0.66%
$34.3K - $37.5K
43.7K $5.3M
Oct 18, 2021 Q3 2021
Raymond James Trust N.A.

BUY
 -
263
+ 6.62%
$31.6K - $34.5K
4.24K $514K
Oct 15, 2021 Q3 2021
Fifth Third Bancorp

BUY
 -
239
+ 70.92%
$28.7K - $31.4K
576 $69.8K
Nov 15, 2021 Q3 2021
First Heartland Consultants, Inc.

BUY
 -
215
+ 8.31%
$25.8K - $28.2K
2.8K $340K
Nov 15, 2021 Q3 2021
Integrated Wealth Concepts LLC

BUY
 -
184
+ 5.48%
$22.1K - $24.2K
3.54K $429K
Nov 02, 2021 Q3 2021
Signature Securities Group Corporation

BUY
 -
153
New
$18.4K - $20.1K
153 $18.5K
Nov 12, 2021 Q3 2021
Mai Capital Management

BUY
 -
121
+ 3.12%
$14.5K - $15.9K
4K $484K
Nov 16, 2021 Q3 2021
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
115
+ 1.21%
$13.8K - $15.1K
9.63K $1.17M
Oct 15, 2021 Q3 2021
Spectrum Wealth Advisory Group, LLC

BUY
 -
104
+ 0.54%
$12.5K - $13.7K
19.3K $2.34M
Nov 09, 2021 Q3 2021
Concourse Financial Group Securities, Inc.

Birmingham, AL
BUY
 -
80
+ 1.96%
$9.6K - $10.5K
4.17K $506K
Nov 15, 2021 Q3 2021
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
68
+ 1.38%
$8.16K - $8.93K
4.99K $605K
Nov 16, 2021 Q3 2021
Kozak & Associates, Inc.

Highlands Ranch, CO
BUY
 -
66
New
$7.92K - $8.67K
66 $8K
Nov 15, 2021 Q3 2021
Arete Wealth Advisors, LLC

Chicago, IL
BUY
 -
40
+ 2.51%
$4.8K - $5.25K
1.63K $198K
Oct 28, 2021 Q3 2021
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
26
+ 0.18%
$3.12K - $3.41K
14.7K $1.78M
Oct 29, 2021 Q3 2021
Commonwealth Equity Services, LLC

BUY
 -
25
+ 0.01%
$3K - $3.28K
212K $25.7M
Nov 16, 2021 Q3 2021
Jane Street Group, LLC

New York, NY
BUY
 -
20
+ 0.98%
$2.4K - $2.63K
2.07K $251K
Oct 21, 2021 Q3 2021
Cascade Investment Advisors, Inc.

Oregon City, OR
BUY
 -
19
+ 0.35%
$2.28K - $2.49K
5.46K $662K
Nov 12, 2021 Q3 2021
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
10
+ 0.41%
$1.2K - $1.31K
2.42K $293K
Nov 09, 2021 Q3 2021
Geneos Wealth Management Inc.

BUY
 -
10
+ 0.31%
$1.2K - $1.31K
3.2K $388K
Nov 12, 2021 Q3 2021
Pacific Sun Financial Corp

BUY
 -
9
+ 0.08%
$1.08K - $1.18K
11.4K $1.38M
Nov 08, 2021 Q3 2021
Altus Wealth Group LLC

Colorado Springs, CO
BUY
 -
8
+ 0.08%
$960 - $1.05K
10.1K $1.23M
Nov 03, 2021 Q3 2021
Kovack Advisors, Inc.

BUY
 -
8
+ 0.04%
$960 - $1.05K
22.3K $2.7M
Nov 15, 2021 Q3 2021
Wagner Wealth Management, LLC

Greenville, SC
BUY
 -
5
+ 0.75%
$600 - $656
672 $81.5K
Nov 09, 2021 Q3 2021
Evolution Wealth Advisors, LLC

BUY
 -
0
New
$0 - $0
0 $0
Nov 12, 2021 Q3 2021
Acorn Wealth Advisors, LLC

Grand Blanc, MI
SELL
 -
-6
- 0.31%
$720 - $788
1.92K $232K
Oct 20, 2021 Q3 2021
Stone X Group Inc.

SELL
 -
-13
- 0.36%
$1.56K - $1.71K
3.64K $442K
Oct 06, 2021 Q3 2021
Clarus Wealth Advisors

SELL
 -
-29
- 0.48%
$3.48K - $3.81K
6.05K $733K
Nov 15, 2021 Q3 2021
Voya Financial Advisors, Inc.

Windsor, CT
SELL
 -
-31
- 1.77%
$3.72K - $4.07K
1.72K $209K
Nov 12, 2021 Q3 2021
Cibc World Market Inc.

Toronto, A6
SELL
 -
-32
- 0.29%
$3.84K - $4.2K
10.9K $1.32M
Nov 09, 2021 Q3 2021
Black Rock Inc.

New York, NY
SELL
 -
-36
- 31.86%
$4.32K - $4.73K
77 $9.33K
Oct 19, 2021 Q3 2021
Arkadios Wealth Advisors

SELL
 -
-40
- 4.28%
$4.8K - $5.25K
894 $108K
Mar 22, 2023 Q3 2021
American Portfolios Advisors

Holbrook, NY
SELL
 -
-43
- 3.73%
$5.16K - $5.65K
1.11K $134K
Oct 28, 2021 Q3 2021
Intrua Financial, LLC

Houston, TX
SELL
 -
-50
- 0.8%
$6K - $6.56K
6.23K $755K
Nov 12, 2021 Q3 2021
Bank Of Montreal

Toronto, A6
SELL
 -
-50
- 2.28%
$6K - $6.56K
2.14K $260K
Nov 08, 2021 Q3 2021
Synovus Financial Corp

Columbus, GA
SELL
 -
-61
- 2.91%
$7.32K - $8.01K
2.03K $246K
Mar 11, 2024 Q3 2021
Nepc LLC

Boston, MA
SELL
 -
-89
- 50.0%
$10.7K - $11.7K
89 $10.8K
Nov 05, 2021 Q3 2021
Advisory Services Network, LLC

SELL
 -
-96
- 1.48%
$11.5K - $12.6K
6.39K $774K
Nov 15, 2021 Q3 2021
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-98
- 3.01%
$11.8K - $12.9K
3.16K $383K
Nov 15, 2021 Q3 2021
Triumph Capital Management

SELL
 -
-105
- 3.75%
$12.6K - $13.8K
2.69K $326K
Nov 12, 2021 Q3 2021
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
SELL
 -
-124
- 1.26%
$14.9K - $16.3K
9.68K $1.17M
Nov 15, 2021 Q3 2021
Ancora Advisors, LLC

Cleveland, OH
SELL
 -
-140
- 1.4%
$16.8K - $18.4K
9.85K $1.19M
Nov 15, 2021 Q3 2021
Ameritas Investment Partners, Inc.

Lincoln, NE
SELL
 -
-145
- 11.77%
$17.4K - $19K
1.09K $132K
Oct 06, 2021 Q3 2021
Ifp Advisors, Inc

SELL
 -
-148
- 6.47%
$17.8K - $19.4K
2.14K $260K

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