Purchases and Sales Made in Q3 2023 in First Trust Us Equity Opportun (FPX)
This table provides information about the institutional ownership of First Trust Us Equity Opportun (FPX) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
169KNew |
$13.8M - $16.1M
|
169K
$21.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
75.6KNew |
$6.15M - $7.22M
|
75.6K
$9.44M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
60.3KNew |
$4.9M - $5.75M
|
60.3K
$7.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
47.7KNew |
$3.88M - $4.55M
|
47.7K
$5.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
21.4K+ 63.28% |
$1.74M - $2.04M
|
55.2K
$6.88M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
15.9KNew |
$1.29M - $1.52M
|
15.9K
$1.98M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.7K+ 11.56% |
$951K - $1.12M
|
113K
$14.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
9.93KNew |
$808K - $948K
|
9.93K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.75K+ 10.63% |
$712K - $835K
|
91K
$11.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.95K+ 23.81% |
$647K - $759K
|
41.3K
$5.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.34K+ 49.26% |
$597K - $700K
|
22.2K
$2.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
7.15KNew |
$582K - $682K
|
7.15K
$892K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.67KNew |
$542K - $636K
|
6.67K
$832K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
6.66KNew |
$542K - $635K
|
6.66K
$831K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
5.47K+ 29.34% |
$445K - $522K
|
24.1K
$3.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.56KNew |
$371K - $435K
|
4.56K
$569K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.54K+ 5.14% |
$369K - $433K
|
92.8K
$11.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.45K+ 3.88% |
$281K - $329K
|
92.5K
$11.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3KNew |
$244K - $286K
|
3K
$374K
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.98KNew |
$242K - $284K
|
2.98K
$372K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
2.57K+ 5.24% |
$209K - $245K
|
51.6K
$6.44M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.44KNew |
$117K - $138K
|
1.44K
$180K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
878+ 4.08% |
$71.5K - $83.8K
|
22.4K
$2.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
668+ 11.64% |
$54.4K - $63.8K
|
6.41K
$799K
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
612+ 2.09% |
$49.8K - $58.4K
|
29.9K
$3.73M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
248New |
$20.2K - $23.7K
|
248
$30.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
200New |
$16.3K - $19.1K
|
200
$25K
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
136+ 2.94% |
$11.1K - $13K
|
4.76K
$594K
|
|
|
Nov 01, 2023
Q3 2023
|
Investors Research Corp
|
BUY
|
- |
124+ 2.46% |
$10.1K - $11.8K
|
5.17K
$645K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
88+ 1.36% |
$7.16K - $8.4K
|
6.54K
$816K
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
57+ 633.33% |
$4.64K - $5.44K
|
66
$8.24K
|
|
|
Nov 08, 2023
Q3 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
40+ 0.26% |
$3.26K - $3.82K
|
15.7K
$1.96M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
37+ 1.36% |
$3.01K - $3.53K
|
2.75K
$343K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
35New |
$2.85K - $3.34K
|
35
$4.37K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
17+ 1.26% |
$1.38K - $1.62K
|
1.37K
$171K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
6New |
$488 - $573
|
6
$749
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
4+ 0.02% |
$326 - $382
|
20.4K
$2.55M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
1+ 0.09% |
$81.4 - $95.4
|
1.15K
$143K
|
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1+ 0.02% |
$81.4 - $95.4
|
4.19K
$523K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1+ 0.02% |
$81.4 - $95.4
|
4.15K
$517K
|
|
|
Oct 30, 2023
Q3 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-15- 0.26% |
$1.22K - $1.43K
|
5.68K
$709K
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-25- 0.33% |
$2.03K - $2.39K
|
7.58K
$946K
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-35- 1.14% |
$2.85K - $3.34K
|
3.04K
$380K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-38- 0.31% |
$3.09K - $3.63K
|
12.3K
$1.53M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-40- 0.19% |
$3.26K - $3.82K
|
21.1K
$2.63M
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-58- 0.59% |
$4.72K - $5.54K
|
9.7K
$1.21M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-69- 0.28% |
$5.62K - $6.59K
|
25K
$3.11M
|
|
|
Nov 03, 2023
Q3 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-86- 3.05% |
$7K - $8.21K
|
2.74K
$342K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-96- 0.86% |
$7.81K - $9.16K
|
11.1K
$1.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-110- 1.62% |
$8.95K - $10.5K
|
6.66K
$832K
|