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 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-1.72K- 5.22% |
$199K - $234K
|
31.2K
$3.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1.72KClosed |
$200K - $234K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-1.93K- 11.99% |
$224K - $262K
|
14.2K
$1.81M
|
|
|
Feb 10, 2022
Q4 2021
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.97KClosed |
$229K - $268K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.7KClosed |
$314K - $368K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-2.98K- 34.14% |
$347K - $406K
|
5.75K
$734K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-3.9K- 17.51% |
$453K - $530K
|
18.4K
$2.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-4.03K- 23.86% |
$468K - $548K
|
12.8K
$1.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-4.09KClosed |
$475K - $556K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-4.73KClosed |
$550K - $644K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.27K- 9.41% |
$612K - $717K
|
50.7K
$6.47M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5.38K- 2.51% |
$625K - $732K
|
209K
$26.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.66K- 10.36% |
$658K - $770K
|
49K
$6.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.26K- 6.44% |
$727K - $852K
|
91K
$11.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.29K- 71.14% |
$731K - $856K
|
2.55K
$326K
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-7.44K- 5.51% |
$864K - $1.01M
|
127K
$16.3M
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-8.25K- 29.18% |
$958K - $1.12M
|
20K
$2.55M
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-9.05K- 28.72% |
$1.05M - $1.23M
|
22.5K
$2.87M
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-9.83K- 4.37% |
$1.14M - $1.34M
|
215K
$27.4M
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-12.4KClosed |
$1.44M - $1.69M
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-13.1K- 31.22% |
$1.52M - $1.78M
|
28.9K
$3.69M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-19.9K- 10.6% |
$2.32M - $2.71M
|
168K
$21.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-21.3K- 4.05% |
$2.47M - $2.9M
|
504K
$64.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-21.7KClosed |
$2.52M - $2.95M
|
0
$0
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-24.6K- 27.95% |
$2.86M - $3.35M
|
63.5K
$8.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-30K- 16.19% |
$3.49M - $4.09M
|
155K
$19.8M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-39.1K- 18.2% |
$4.54M - $5.32M
|
176K
$22.4M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-50.8K- 89.3% |
$5.9M - $6.9M
|
6.08K
$776K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-73.7K- 15.95% |
$8.56M - $10M
|
389K
$49.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-75.2K- 97.16% |
$8.73M - $10.2M
|
2.2K
$280K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
SELL
|
- |
-84.9K- 94.57% |
$9.86M - $11.5M
|
4.87K
$621K
|
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-134K- 73.77% |
$15.5M - $18.2M
|
47.5K
$6.07M
|