Purchases and Sales Made in Q3 2024 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 2024. 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 12, 2024 Q3 2024
Congress Wealth Management LLC

Boston, MA
BUY
 -
78.8K
New
$7.27M - $8.71M
78.8K $9.72M
Oct 29, 2024 Q3 2024
Janney Montgomery Scott LLC

BUY
 -
47K
New
$4.34M - $5.2M
47K $5.8M
Nov 14, 2024 Q3 2024
Ae Wealth Management LLC

BUY
 -
25.9K
+ 1114.09%
$2.39M - $2.86M
28.2K $3.48M
Nov 14, 2024 Q3 2024
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
25.6K
+ 192.72%
$2.36M - $2.83M
38.9K $4.79M
Nov 14, 2024 Q3 2024
Goldman Sachs Group Inc

New York, NY
BUY
 -
19.5K
+ 69.0%
$1.8M - $2.16M
47.8K $5.89M
Nov 04, 2024 Q3 2024
Proactive Wealth Strategies LLC

Marietta, GA
BUY
 -
19.2K
New
$1.77M - $2.12M
19.2K $2.36M
Nov 14, 2024 Q3 2024
Ubs Group Ag

BUY
 -
17.8K
+ 32.95%
$1.64M - $1.97M
71.9K $8.86M
Oct 10, 2024 Q3 2024
Lloyd Advisory Services, Llc.

Suwanee, GA
BUY
 -
16.2K
New
$1.5M - $1.79M
16.2K $2M
Nov 14, 2024 Q3 2024
Benjamin Edwards Inc

Clayton, MO
BUY
 -
5.37K
New
$496K - $593K
5.37K $662K
Oct 25, 2024 Q3 2024
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
4.62K
New
$427K - $511K
4.62K $570K
Oct 15, 2024 Q3 2024
Tcfg Wealth Management, LLC

Laguna Niguel, CA
BUY
 -
3.88K
New
$359K - $429K
3.88K $479K
Oct 04, 2024 Q3 2024
Eclectic Associates Inc

BUY
 -
3.62K
New
$334K - $400K
3.62K $447K
Nov 14, 2024 Q3 2024
Stifel Financial Corp

St. Louis, MO
BUY
 -
3.51K
+ 34.74%
$324K - $388K
13.6K $1.68M
Oct 18, 2024 Q3 2024
Calton & Associates, Inc.

BUY
 -
2.67K
+ 19.3%
$247K - $295K
16.5K $2.04M
Nov 13, 2024 Q3 2024
Wells Fargo & Company

San Francisco, CA
BUY
 -
2.4K
+ 0.93%
$222K - $266K
261K $32.2M
Nov 14, 2024 Q3 2024
Pensionmark Financial Group, LLC

Santa Barbara, CA
BUY
 -
2.34K
New
$216K - $259K
2.34K $289K
Nov 14, 2024 Q3 2024
Synovus Financial Corp

Columbus, GA
BUY
 -
2.01K
New
$185K - $222K
2.01K $248K
Oct 07, 2024 Q3 2024
Dynamic Advisor Solutions LLC

BUY
 -
1.96K
New
$181K - $217K
1.96K $242K
Nov 14, 2024 Q3 2024
Bank Of America Corp

Charlotte, NC
BUY
 -
1.92K
+ 1.51%
$177K - $212K
129K $15.9M
Nov 14, 2024 Q3 2024
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
1.86K
New
$171K - $205K
1.86K $229K
Nov 04, 2024 Q3 2024
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
1.49K
+ 99.93%
$137K - $164K
2.97K $366K
Oct 22, 2024 Q3 2024
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
1.44K
+ 30.41%
$133K - $159K
6.18K $762K
Nov 06, 2024 Q3 2024
Envestnet Asset Management Inc

BUY
 -
1.26K
+ 2.43%
$116K - $139K
53.1K $6.55M
Nov 13, 2024 Q3 2024
Mariner, LLC

Overland Park, KS
BUY
 -
966
+ 7.84%
$89.2K - $107K
13.3K $1.64M
Nov 13, 2024 Q3 2024
Bank Of Montreal

Toronto, A6
BUY
 -
950
New
$87.7K - $105K
950 $117K
Nov 14, 2024 Q3 2024
Old Mission Capital LLC

BUY
 -
947
+ 21.38%
$87.4K - $105K
5.38K $663K
Nov 14, 2024 Q3 2024
Captrust Financial Advisors

Raleigh, NC
BUY
 -
837
+ 40.28%
$77.3K - $92.5K
2.92K $360K
Nov 06, 2024 Q3 2024
Accredited Investors Inc.

BUY
 -
682
+ 34.67%
$63K - $75.4K
2.65K $327K
Nov 12, 2024 Q3 2024
Northwestern Mutual Wealth Management CO

BUY
 -
627
+ 103.13%
$57.9K - $69.3K
1.24K $152K
Oct 23, 2024 Q3 2024
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
470
New
$43.4K - $52K
470 $58K
Oct 17, 2024 Q3 2024
Stratos Wealth Partners, Ltd.

BUY
 -
396
+ 9.79%
$36.6K - $43.8K
4.44K $548K
Oct 08, 2024 Q3 2024
Clarus Wealth Advisors

BUY
 -
373
+ 5.09%
$34.4K - $41.2K
7.7K $950K
Nov 01, 2024 Q3 2024
Atria Investments LLC

Charlotte, NC
BUY
 -
357
+ 3.02%
$33K - $39.5K
12.2K $1.5M
Nov 25, 2024 Q3 2024
Bryn Mawr Trust CO

Bryn Mawr, PA
BUY
 -
350
New
$32.3K - $38.7K
350 $43.2K
Oct 18, 2024 Q3 2024
Pineridge Advisors LLC

St. Charles, MO
BUY
 -
232
New
$21.4K - $25.6K
232 $28.6K
Oct 24, 2024 Q3 2024
Authentikos Wealth Advisory, LLC

Morgan Hill, CA
BUY
 -
222
New
$20.5K - $24.5K
222 $27.4K
Nov 13, 2024 Q3 2024
Truist Financial Corp

BUY
 -
195
+ 0.52%
$18K - $21.6K
37.9K $4.68M
Nov 08, 2024 Q3 2024
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
192
New
$17.7K - $21.2K
192 $23.7K
Nov 12, 2024 Q3 2024
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
172
New
$15.9K - $19K
172 $21.2K
Nov 05, 2024 Q3 2024
Oppenheimer & CO Inc

New York, NY
BUY
 -
131
+ 5.74%
$12.1K - $14.5K
2.41K $298K
Oct 29, 2024 Q3 2024
Iag Wealth Partners, LLC

BUY
 -
125
New
$11.5K - $13.8K
125 $15.4K
Oct 16, 2024 Q3 2024
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
117
+ 3.08%
$10.8K - $12.9K
3.92K $483K
Nov 08, 2024 Q3 2024
Jpmorgan Chase & CO

New York, NY
BUY
 -
114
+ 34.55%
$10.5K - $12.6K
444 $54.8K
Oct 16, 2024 Q3 2024
Indiana Trust & Investment Management CO

BUY
 -
99
New
$9.14K - $10.9K
99 $12.2K
Oct 28, 2024 Q3 2024
Rosenberg Matthew Hamilton

BUY
 -
86
New
$7.94K - $9.51K
86 $10.6K
Nov 14, 2024 Q3 2024
Snowden Capital Advisors LLC

New York, NY
BUY
 -
58
+ 2.62%
$5.36K - $6.41K
2.28K $281K
Nov 14, 2024 Q3 2024
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
50
+ 0.74%
$4.62K - $5.53K
6.78K $836K
Nov 14, 2024 Q3 2024
Financial Network Wealth Advisors LLC

Murray, UT
BUY
 -
40
New
$3.69K - $4.42K
40 $4.93K
Nov 12, 2024 Q3 2024
Alpha Omega Group, Inc.

BUY
 -
3
+ 0.1%
$277 - $332
2.95K $364K

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