Purchases and Sales Made in Q4 2021 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 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
Jan 27, 2022 Q4 2021
Investors Research Corp

BUY
 -
417
+ 37.77%
$48.4K - $56.7K
1.52K $194K
Feb 14, 2022 Q4 2021
Advisory Services Network, LLC

BUY
 -
357
+ 5.59%
$41.5K - $48.6K
6.74K $860K
Feb 04, 2022 Q4 2021
Atria Investments LLC

Charlotte, NC
BUY
 -
349
+ 2.17%
$40.5K - $47.5K
16.4K $2.1M
Feb 04, 2022 Q4 2021
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
316
+ 6.16%
$36.7K - $43K
5.44K $694K
Feb 10, 2022 Q4 2021
Core Cap Advisors, LLC

Southfield, MI
BUY
 -
314
New
$36.5K - $42.7K
314 $40.1K
Feb 14, 2022 Q4 2021
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
275
+ 2.79%
$31.9K - $37.4K
10.1K $1.29M
May 17, 2022 Q4 2021
Beaird Harris Wealth Management, LLC

Dallas, TX
BUY
 -
274
New
$31.8K - $37.3K
274 $35K
Feb 10, 2022 Q4 2021
Cascade Investment Advisors, Inc.

Oregon City, OR
BUY
 -
267
+ 4.89%
$31K - $36.3K
5.73K $731K
Feb 18, 2022 Q4 2021
Kb Financial Partners, LLC

Princeton, NJ
BUY
 -
263
New
$30.6K - $35.8K
263 $33.5K
Feb 01, 2022 Q4 2021
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
258
+ 8.48%
$30K - $35.1K
3.3K $421K
Jan 14, 2022 Q4 2021
Stratos Wealth Partners, Ltd.

BUY
 -
244
+ 2.71%
$28.3K - $33.2K
9.24K $1.18M
Jan 27, 2023 Q4 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
220
+ 4.39%
$25.6K - $29.9K
5.24K $668K
Feb 11, 2022 Q4 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
220
+ 4.39%
$25.6K - $29.9K
5.24K $668K
Jan 21, 2022 Q4 2021
Tru Independence LLC

BUY
 -
180
+ 6.27%
$20.9K - $24.5K
3.05K $389K
Mar 10, 2022 Q4 2021
Comprehensive Financial Consultants Institutional, Inc.

Bloomington, IN
BUY
 -
145
New
$16.8K - $19.7K
145 $18.5K
Feb 11, 2022 Q4 2021
Sandy Spring Bank

BUY
 -
131
+ 32.75%
$15.2K - $17.8K
531 $67.7K
Feb 14, 2022 Q4 2021
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
129
+ 7.37%
$15K - $17.5K
1.88K $240K
Feb 01, 2022 Q4 2021
Capital Investment Advisory Services, LLC

BUY
 -
123
+ 5.31%
$14.3K - $16.7K
2.44K $311K
Feb 11, 2022 Q4 2021
Gps Wealth Strategies Group, LLC

BUY
 -
102
+ 19.96%
$11.8K - $13.9K
613 $78.2K
Feb 10, 2022 Q4 2021
Jpmorgan Chase & CO

New York, NY
BUY
 -
100
New
$11.6K - $13.6K
100 $12.8K
Feb 14, 2022 Q4 2021
Intrua Financial, LLC

Houston, TX
BUY
 -
100
+ 1.61%
$11.6K - $13.6K
6.33K $807K
Jan 31, 2022 Q4 2021
Rda Financial Network

BUY
 -
99
+ 1.4%
$11.5K - $13.5K
7.17K $915K
Feb 16, 2022 Q4 2021
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
98
+ 3.1%
$11.4K - $13.3K
3.26K $415K
Feb 14, 2022 Q4 2021
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
93
+ 4.54%
$10.8K - $12.7K
2.14K $273K
Feb 09, 2022 Q4 2021
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
89
+ 0.61%
$10.3K - $12.1K
14.8K $1.88M
Feb 11, 2022 Q4 2021
Us Bancorp \De\

BUY
 -
76
+ 0.69%
$8.83K - $10.3K
11.1K $1.41M
Feb 14, 2022 Q4 2021
Cibc World Market Inc.

Toronto, A6
BUY
 -
67
+ 0.62%
$7.78K - $9.11K
11K $1.4M
Feb 14, 2022 Q4 2021
Acorn Wealth Advisors, LLC

Grand Blanc, MI
BUY
 -
61
+ 3.19%
$7.09K - $8.3K
1.98K $252K
Nov 13, 2023 Q4 2021
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
50
New
$5.81K - $6.8K
50 $6.38K
Feb 11, 2022 Q4 2021
First Heartland Consultants, Inc.

BUY
 -
42
+ 1.5%
$4.88K - $5.71K
2.84K $363K
Feb 10, 2022 Q4 2021
Pacific Sun Financial Corp

BUY
 -
40
+ 0.35%
$4.65K - $5.44K
11.4K $1.45M
Jan 13, 2022 Q4 2021
Wedbush Securities Inc

BUY
 -
17
+ 0.11%
$1.97K - $2.31K
14.9K $1.9M
Feb 11, 2022 Q4 2021
Bank Of Montreal

Toronto, A6
BUY
 -
9
+ 0.42%
$1.05K - $1.22K
2.15K $274K
Jan 18, 2022 Q4 2021
Wolff Wiese Magana LLC

BUY
 -
8
New
$929 - $1.09K
8 $1.02K
Feb 15, 2022 Q4 2021
Integrated Wealth Concepts LLC

BUY
 -
7
+ 0.2%
$813 - $952
3.55K $452K
Feb 10, 2022 Q4 2021
Spectrum Wealth Advisory Group, LLC

BUY
 -
3
+ 0.02%
$349 - $408
19.3K $2.46M
Jan 28, 2022 Q4 2021
Evolution Wealth Advisors, LLC

SELL
 -
0
Closed
$0 - $0
0 $0
Feb 10, 2022 Q4 2021
Stone X Group Inc.

SELL
 -
-5
- 0.14%
$581 - $680
3.64K $464K
Feb 02, 2022 Q4 2021
Oppenheimer & CO Inc

New York, NY
SELL
 -
-16
- 0.37%
$1.86K - $2.18K
4.31K $549K
Feb 15, 2022 Q4 2021
Capital Advisory Group Advisory Services, LLC

Bloomington, MN
SELL
 -
-16
- 0.17%
$1.86K - $2.18K
9.67K $1.23M
Jan 14, 2022 Q4 2021
Koshinski Asset Management, Inc.

SELL
 -
-20
- 1.55%
$2.32K - $2.72K
1.27K $162K
Jan 12, 2022 Q4 2021
Ifp Advisors, Inc

SELL
 -
-27
- 1.26%
$3.14K - $3.67K
2.11K $270K
Feb 11, 2022 Q4 2021
Triumph Capital Management

SELL
 -
-42
- 1.29%
$4.88K - $5.71K
3.21K $409K
Mar 21, 2023 Q4 2021
American Portfolios Advisors

Holbrook, NY
SELL
 -
-43
- 3.73%
$5K - $5.85K
1.11K $141K
Feb 03, 2022 Q4 2021
Jnba Financial Advisors

SELL
 -
-45
Closed
$5.23K - $6.12K
0 $0
Jan 20, 2022 Q4 2021
Patten Group, Inc.

SELL
 -
-52
- 1.3%
$6.04K - $7.07K
3.94K $502K
Feb 08, 2022 Q4 2021
Advisory Resource Group

SELL
 -
-52
- 2.26%
$6.04K - $7.07K
2.25K $287K
Feb 17, 2022 Q4 2021
Castleview Partners, LLC

Dallas, TX
SELL
 -
-78
Closed
$9.06K - $10.6K
0 $0
Feb 08, 2022 Q4 2021
Ascension Capital Advisors, Inc.

Houston, TX
SELL
 -
-80
- 0.42%
$9.29K - $10.9K
19.1K $2.44M

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