Purchases and Sales Made in Q4 2021 in First Trust Us Equity Opportun (FPX)
This table provides information about the institutional ownership of First Trust Us Equity Opportun (FPX) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
93K+ 19.31% |
$10.8M - $12.7M
|
575K
$73.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Win Advisors, Inc
|
BUY
|
- |
62.9KNew |
$7.31M - $8.56M
|
62.9K
$8.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
52.8KNew |
$6.13M - $7.18M
|
52.8K
$6.74M
|
|
|
Jan 20, 2022
Q4 2021
|
Alpha Omega Group, Inc.
|
BUY
|
- |
37.5K+ 112.34% |
$4.35M - $5.1M
|
70.8K
$9.04M
|
|
|
Feb 10, 2022
Q4 2021
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
35.2KNew |
$4.09M - $4.79M
|
35.2K
$4.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
29.3K+ 3.87% |
$3.41M - $3.99M
|
786K
$100M
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
27.8KNew |
$3.23M - $3.78M
|
27.8K
$3.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
25.9KNew |
$3.01M - $3.52M
|
25.9K
$3.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
21.9K+ 59.42% |
$2.55M - $2.98M
|
58.8K
$7.51M
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
19.7K+ 1960.48% |
$2.29M - $2.69M
|
20.7K
$2.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
16.9KNew |
$1.96M - $2.3M
|
16.9K
$2.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
16.8K+ 1.12% |
$1.95M - $2.29M
|
1.52M
$195M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
15.5KNew |
$1.8M - $2.11M
|
15.5K
$1.98M
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
10.9KNew |
$1.27M - $1.49M
|
10.9K
$1.39M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
10.6KNew |
$1.24M - $1.45M
|
10.6K
$1.36M
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
10.1K+ 4.19% |
$1.17M - $1.37M
|
251K
$32M
|
|
|
May 26, 2022
Q4 2021
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
8.83KNew |
$1.03M - $1.2M
|
8.83K
$1.13M
|
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
7.99KNew |
$928K - $1.09M
|
7.99K
$1.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
7.07KNew |
$821K - $961K
|
7.07K
$901K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
6.93K+ 6.93% |
$805K - $943K
|
107K
$13.6M
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.84K+ 4.9% |
$794K - $930K
|
147K
$18.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.77K+ 3.19% |
$787K - $921K
|
219K
$27.9M
|
|
|
Mar 24, 2022
Q4 2021
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
5.63KNew |
$653K - $765K
|
5.63K
$718K
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.5K+ 265.51% |
$638K - $748K
|
7.57K
$965K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
4.74KNew |
$551K - $645K
|
4.74K
$605K
|
|
|
Jan 24, 2022
Q4 2021
|
Tmd Wealth Management, LLC
|
BUY
|
- |
4.16K+ 8.76% |
$483K - $566K
|
51.6K
$6.59M
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.48K+ 10.47% |
$404K - $473K
|
36.7K
$4.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
3.39K+ 9.59% |
$394K - $461K
|
38.7K
$4.94M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.04KNew |
$353K - $413K
|
3.04K
$387K
|
|
|
Jan 28, 2022
Q4 2021
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
3KNew |
$349K - $408K
|
3K
$383K
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.79K+ 11.43% |
$324K - $379K
|
27.2K
$3.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.55K+ 37.56% |
$296K - $347K
|
9.34K
$1.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.4KNew |
$279K - $326K
|
2.4K
$306K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
2.27K+ 17.79% |
$263K - $308K
|
15K
$1.91M
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.09K+ 7.8% |
$243K - $284K
|
28.8K
$3.68M
|
|
|
Feb 09, 2022
Q4 2021
|
Wealth Effects LLC
|
BUY
|
- |
2.07KNew |
$240K - $281K
|
2.07K
$264K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.84K+ 6.6% |
$214K - $251K
|
29.8K
$3.8M
|
|
|
Jun 06, 2022
Q4 2021
|
Willner & Heller, LLC
|
BUY
|
- |
1.75KNew |
$203K - $238K
|
1.75K
$223K
|
|
|
Feb 08, 2022
Q4 2021
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.66KNew |
$193K - $226K
|
1.66K
$212K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.48KNew |
$172K - $201K
|
1.48K
$189K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
1.18K+ 2.19% |
$137K - $161K
|
55K
$7.02M
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.03K+ 1.89% |
$120K - $140K
|
55.6K
$7.09M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
934+ 44.88% |
$109K - $127K
|
3.02K
$385K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
913+ 1.74% |
$106K - $124K
|
53.5K
$6.82M
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
713New |
$82.8K - $97K
|
713
$91K
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
588+ 4.91% |
$68.3K - $80K
|
12.6K
$1.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
572New |
$66.4K - $77.8K
|
572
$73K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
500New |
$58.1K - $68K
|
500
$63.8K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
466+ 17.14% |
$54.1K - $63.4K
|
3.19K
$406K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
440+ 2.26% |
$51.1K - $59.9K
|
19.9K
$2.54M
|