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
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2+ 0.26% |
$161 - $190
|
770
$93.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.07% |
$80.3 - $94.9
|
1.48K
$180K
|
|
|
Oct 24, 2022
Q3 2022
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1+ 0.03% |
$80.3 - $94.9
|
3.64K
$441K
|
|
|
Nov 03, 2022
Q3 2022
|
Life Pro Asset Management
|
SELL
|
- |
-1- 0.04% |
$80.3 - $94.9
|
2.76K
$334K
|
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2- 0.02% |
$161 - $190
|
8.16K
$990K
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-3- 0.07% |
$241 - $285
|
4.24K
$514K
|
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
SELL
|
- |
-18- 0.46% |
$1.45K - $1.71K
|
3.86K
$467K
|
|
|
Nov 01, 2022
Q3 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-20- 0.69% |
$1.61K - $1.9K
|
2.89K
$350K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-26- 11.06% |
$2.09K - $2.47K
|
209
$25.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Win Advisors, Inc
|
SELL
|
- |
-47- 10.83% |
$3.77K - $4.46K
|
387
$46.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-57- 0.56% |
$4.58K - $5.41K
|
10.2K
$1.23M
|
|
|
Nov 03, 2022
Q3 2022
|
Tru Independence LLC
|
SELL
|
- |
-67- 2.55% |
$5.38K - $6.36K
|
2.56K
$311K
|
|
|
Nov 07, 2022
Q3 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-75- 1.05% |
$6.02K - $7.11K
|
7.06K
$856K
|
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
SELL
|
- |
-77- 22.92% |
$6.18K - $7.3K
|
259
$31.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-86- 1.33% |
$6.9K - $8.16K
|
6.37K
$772K
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-108- 3.32% |
$8.67K - $10.2K
|
3.14K
$381K
|
|
|
Oct 12, 2022
Q3 2022
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-120- 2.33% |
$9.63K - $11.4K
|
5.04K
$611K
|
|
|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-122- 4.43% |
$9.8K - $11.6K
|
2.63K
$319K
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
SELL
|
- |
-150- 14.29% |
$12K - $14.2K
|
900
$109K
|
|
|
Nov 10, 2022
Q3 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-186- 4.29% |
$14.9K - $17.6K
|
4.15K
$503K
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-186- 1.57% |
$14.9K - $17.6K
|
11.6K
$1.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-198- 3.5% |
$15.9K - $18.8K
|
5.46K
$662K
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-200- 5.94% |
$16.1K - $19K
|
3.17K
$384K
|
|
|
Nov 10, 2022
Q3 2022
|
Concentrum Wealth Management
|
SELL
|
- |
-200- 2.64% |
$16.1K - $19K
|
7.39K
$896K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-200- 2.08% |
$16.1K - $19K
|
9.42K
$1.14M
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-226- 19.62% |
$18.1K - $21.4K
|
926
$112K
|
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-229- 34.23% |
$18.4K - $21.7K
|
440
$53.3K
|
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-249- 2.83% |
$20K - $23.6K
|
8.55K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-254- 1.5% |
$20.4K - $24.1K
|
16.6K
$2.02M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-274- 13.47% |
$22K - $26K
|
1.76K
$213K
|
|
|
Oct 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-287- 50.17% |
$23K - $27.2K
|
285
$34.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-297- 17.25% |
$23.8K - $28.2K
|
1.43K
$173K
|
|
|
Oct 21, 2022
Q3 2022
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-300- 21.43% |
$24.1K - $28.5K
|
1.1K
$133K
|
|
|
Nov 08, 2022
Q3 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-300- 2.92% |
$24.1K - $28.5K
|
9.99K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-350- 3.03% |
$28.1K - $33.2K
|
11.2K
$1.36M
|
|
|
Nov 10, 2022
Q3 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-390- 3.5% |
$31.3K - $37K
|
10.8K
$1.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-400- 7.15% |
$32.1K - $37.9K
|
5.2K
$630K
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-450- 15.08% |
$36.1K - $42.7K
|
2.54K
$307K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-456- 13.38% |
$36.6K - $43.3K
|
2.95K
$358K
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-459- 3.83% |
$36.9K - $43.5K
|
11.5K
$1.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-508- 2.18% |
$40.8K - $48.2K
|
22.8K
$2.76M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-528- 3.16% |
$42.4K - $50.1K
|
16.2K
$1.96M
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-533- 0.97% |
$42.8K - $50.6K
|
54.5K
$6.6M
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-543- 1.96% |
$43.6K - $51.5K
|
27.2K
$3.29M
|
|
|
Nov 03, 2022
Q3 2022
|
Integrity Financial Corp
|
SELL
|
- |
-557- 1.84% |
$44.7K - $52.8K
|
29.7K
$3.6M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-584- 5.93% |
$46.9K - $55.4K
|
9.27K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-600- 10.63% |
$48.2K - $56.9K
|
5.05K
$612K
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-646- 15.56% |
$51.9K - $61.3K
|
3.51K
$425K
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-646- 15.56% |
$51.9K - $61.3K
|
3.51K
$425K
|
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-788- 2.42% |
$63.3K - $74.7K
|
31.8K
$3.86M
|