Purchases and Sales Made in Q3 2022 in First Trust Us Equity Opportun (FPX)
This table provides information about the institutional ownership of First Trust Us Equity Opportun (FPX) during Q3 2022. 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 14, 2022
Q3 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
27.1K+ 61.67% |
$2.18M - $2.57M
|
71.1K
$8.88M
|
|
Nov 14, 2022
Q3 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.1K+ 117.49% |
$1.94M - $2.29M
|
44.6K
$5.57M
|
|
Nov 14, 2022
Q3 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
22.9K+ 5.98% |
$1.84M - $2.17M
|
406K
$50.6M
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
17K+ 87.44% |
$1.36M - $1.61M
|
36.4K
$4.55M
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
14.2K+ 24.96% |
$1.14M - $1.35M
|
71K
$8.87M
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
12.5K+ 34.87% |
$1M - $1.18M
|
48.3K
$6.03M
|
|
Nov 14, 2022
Q3 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
8.12K+ 19.62% |
$652K - $770K
|
49.5K
$6.17M
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
7.99K+ 7.91% |
$642K - $758K
|
109K
$13.6M
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.82K+ 49.38% |
$547K - $646K
|
20.6K
$2.57M
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
4.01KNew |
$322K - $380K
|
4.01K
$500K
|
|
Nov 14, 2022
Q3 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
3.69K+ 97.18% |
$296K - $350K
|
7.49K
$934K
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.41K+ 3.1% |
$274K - $324K
|
113K
$14.2M
|
|
Nov 14, 2022
Q3 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.21KNew |
$257K - $304K
|
3.21K
$400K
|
|
Nov 10, 2022
Q3 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
2.15K+ 4.86% |
$173K - $204K
|
46.3K
$5.78M
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.05KNew |
$165K - $194K
|
2.05K
$256K
|
|
Nov 14, 2022
Q3 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.93K+ 1.95% |
$155K - $183K
|
101K
$12.5M
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.89K+ 100.11% |
$151K - $179K
|
3.77K
$470K
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
1.82K+ 14.12% |
$146K - $172K
|
14.7K
$1.83M
|
|
Nov 10, 2022
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.58K+ 5.44% |
$127K - $150K
|
30.7K
$3.83M
|
|
May 14, 2024
Q3 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.58K+ 5.44% |
$127K - $150K
|
30.7K
$3.83M
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.51K+ 11.59% |
$121K - $143K
|
14.5K
$1.81M
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.23KNew |
$98.7K - $117K
|
1.23K
$153K
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.15KNew |
$92.5K - $109K
|
1.15K
$144K
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1.1KNew |
$88.3K - $104K
|
1.1K
$137K
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
1.01K+ 1.86% |
$80.8K - $95.4K
|
55.1K
$6.87M
|
|
Nov 10, 2022
Q3 2022
|
Investors Research Corp
|
BUY
|
- |
873+ 28.53% |
$70.1K - $82.8K
|
3.93K
$491K
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
BUY
|
- |
619+ 119.96% |
$49.7K - $58.7K
|
1.14K
$142K
|
|
Oct 28, 2022
Q3 2022
|
Key F Inancial Inc
|
BUY
|
- |
473New |
$38K - $44.9K
|
473
$59K
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
412+ 4.52% |
$33.1K - $39.1K
|
9.54K
$1.19M
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
310+ 12.58% |
$24.9K - $29.4K
|
2.77K
$346K
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
291+ 6.71% |
$23.4K - $27.6K
|
4.63K
$578K
|
|
Nov 10, 2022
Q3 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
289+ 0.23% |
$23.2K - $27.4K
|
127K
$15.8M
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
284+ 2.2% |
$22.8K - $26.9K
|
13.2K
$1.64M
|
|
Nov 09, 2022
Q3 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
275+ 1.87% |
$22.1K - $26.1K
|
15K
$1.87M
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
256+ 3.78% |
$20.6K - $24.3K
|
7.03K
$877K
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
165New |
$13.2K - $15.7K
|
165
$20.6K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
153New |
$12.3K - $14.5K
|
153
$19.1K
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
BUY
|
- |
152+ 1.15% |
$12.2K - $14.4K
|
13.4K
$1.67M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
145+ 0.28% |
$11.6K - $13.8K
|
51.7K
$6.45M
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
140+ 12.42% |
$11.2K - $13.3K
|
1.27K
$158K
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
119+ 1.18% |
$9.55K - $11.3K
|
10.2K
$1.27M
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
98+ 1.36% |
$7.87K - $9.3K
|
7.32K
$913K
|
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
91+ 0.44% |
$7.31K - $8.63K
|
20.6K
$2.57M
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
84+ 1.53% |
$6.74K - $7.97K
|
5.59K
$697K
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
70+ 20.11% |
$5.62K - $6.64K
|
418
$52.2K
|
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
60+ 1.48% |
$4.82K - $5.69K
|
4.12K
$514K
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
19+ 0.37% |
$1.53K - $1.8K
|
5.12K
$638K
|
|
Nov 02, 2022
Q3 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
9+ 0.16% |
$723 - $854
|
5.65K
$705K
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4+ 0.13% |
$321 - $379
|
3.1K
$387K
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4+ 0.13% |
$321 - $379
|
3.2K
$399K
|