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
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-23.1K- 4.57% |
$2.77M - $3.03M
|
482K
$61.4M
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-23.9K- 98.63% |
$2.86M - $3.13M
|
332
$42.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-52.6KClosed |
$6.31M - $6.91M
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-59.4KClosed |
$7.13M - $7.8M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-91.4K- 16.5% |
$11M - $12M
|
462K
$59M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-310K- 84.5% |
$37.2M - $40.7M
|
56.8K
$7.25M
|