Purchases and Sales Made in Q3 2024 in First Trust Us Equity Opportun (FPX)
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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2024
Q3 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-5- 0.23% |
$462 - $553
|
2.2K
$272K
|
|
|
Oct 30, 2024
Q3 2024
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-15- 0.69% |
$1.38K - $1.66K
|
2.16K
$266K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-50- 42.74% |
$4.62K - $5.53K
|
67
$8.26K
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-52- 0.63% |
$4.8K - $5.75K
|
8.15K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-55- 0.89% |
$5.08K - $6.08K
|
6.1K
$752K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-86- 13.05% |
$7.94K - $9.51K
|
573
$70.7K
|
|
|
Nov 07, 2024
Q3 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-86- 0.7% |
$7.94K - $9.51K
|
12.3K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-94- 1.16% |
$8.68K - $10.4K
|
8K
$987K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-110- 3.89% |
$10.2K - $12.2K
|
2.72K
$335K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-113- 3.28% |
$10.4K - $12.5K
|
3.33K
$411K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
SELL
|
- |
-120- 3.89% |
$11.1K - $13.3K
|
2.97K
$366K
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-148- 77.08% |
$13.7K - $16.4K
|
44
$5.43K
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-150- 2.42% |
$13.8K - $16.6K
|
6.05K
$747K
|
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
SELL
|
- |
-200- 3.12% |
$18.5K - $22.1K
|
6.21K
$766K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-231- 4.15% |
$21.3K - $25.5K
|
5.33K
$657K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-231- 6.87% |
$21.3K - $25.5K
|
3.13K
$386K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-266- 5.09% |
$24.6K - $29.4K
|
4.96K
$611K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-293- 22.82% |
$27.1K - $32.4K
|
991
$122K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-340- 4.81% |
$31.4K - $37.6K
|
6.73K
$831K
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-354- 0.59% |
$32.7K - $39.1K
|
60K
$7.41M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-384- 11.19% |
$35.5K - $42.5K
|
3.05K
$376K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-394- 2.0% |
$36.4K - $43.6K
|
19.3K
$2.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-400- 6.13% |
$36.9K - $44.2K
|
6.13K
$756K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-425- 7.11% |
$39.2K - $47K
|
5.55K
$684K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-470- 5.35% |
$43.4K - $52K
|
8.31K
$1.02M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-475- 4.13% |
$43.9K - $52.5K
|
11K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-494- 9.04% |
$45.6K - $54.6K
|
4.97K
$613K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-530- 3.31% |
$48.9K - $58.6K
|
15.5K
$1.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-530- 2.24% |
$48.9K - $58.6K
|
23.1K
$2.85M
|
|
|
Nov 05, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-682- 25.75% |
$63K - $75.4K
|
1.97K
$243K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-718- 20.16% |
$66.3K - $79.4K
|
2.84K
$351K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-777- 27.11% |
$71.7K - $85.9K
|
2.09K
$258K
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
SELL
|
- |
-803- 22.88% |
$74.1K - $88.8K
|
2.71K
$334K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-806- 14.11% |
$74.4K - $89.1K
|
4.91K
$605K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-836- 21.13% |
$77.2K - $92.4K
|
3.12K
$385K
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-901- 38.92% |
$83.2K - $99.6K
|
1.41K
$174K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-993- 7.45% |
$91.7K - $110K
|
12.3K
$1.52M
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.08K- 6.27% |
$99.3K - $119K
|
16.1K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.11K- 17.03% |
$103K - $123K
|
5.42K
$669K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.11K- 3.48% |
$103K - $123K
|
30.9K
$3.81M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.26K- 2.92% |
$117K - $140K
|
42K
$5.18M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.59K- 3.38% |
$146K - $175K
|
45.4K
$5.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-1.82K- 2.55% |
$168K - $201K
|
69.3K
$8.55M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1.95K- 23.07% |
$180K - $216K
|
6.51K
$803K
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-2.24K- 42.07% |
$207K - $248K
|
3.09K
$380K
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.31K- 4.37% |
$214K - $256K
|
50.6K
$6.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.52K- 39.55% |
$233K - $279K
|
3.86K
$476K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-2.8K- 28.02% |
$258K - $309K
|
7.18K
$886K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.94K- 13.91% |
$271K - $325K
|
18.2K
$2.24M
|