Purchases and Sales Made in Q4 2022 in First Trust Us Equity Opportun (FPX)
This table provides information about the institutional ownership of First Trust Us Equity Opportun (FPX) during Q4 2022. 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, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
46.9K+ 46.65% |
$3.61M - $4.11M
|
147K
$18.2M
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
36.9KNew |
$2.84M - $3.23M
|
36.9K
$4.55M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
29.9K+ 26.36% |
$2.31M - $2.62M
|
143K
$17.7M
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
12.8K+ 18.04% |
$988K - $1.12M
|
83.9K
$10.3M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
9.6KNew |
$740K - $841K
|
9.6K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
7.06K+ 171.41% |
$544K - $619K
|
11.2K
$1.38M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
6.29K+ 23.16% |
$485K - $552K
|
33.5K
$4.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
5.05KNew |
$389K - $443K
|
5.05K
$623K
|
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
4.06KNew |
$313K - $356K
|
4.06K
$501K
|
|
|
Feb 07, 2023
Q4 2022
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
BUY
|
- |
3.84KNew |
$296K - $337K
|
3.84K
$474K
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
3.33KNew |
$257K - $292K
|
3.33K
$411K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
3.04KNew |
$234K - $267K
|
3.04K
$375K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.88KNew |
$222K - $252K
|
2.88K
$355K
|
|
|
Apr 14, 2023
Q4 2022
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
2.72KNew |
$209K - $238K
|
2.72K
$335K
|
|
|
Feb 15, 2023
Q4 2022
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
2.63KNew |
$202K - $230K
|
2.63K
$324K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2K+ 1.84% |
$154K - $175K
|
111K
$13.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
1.64K+ 2.57% |
$127K - $144K
|
65.7K
$8.1M
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
1.63K+ 11.11% |
$126K - $143K
|
16.3K
$2.01M
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
1.13K+ 16.01% |
$86.9K - $98.9K
|
8.17K
$1.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
790New |
$60.9K - $69.2K
|
790
$97.4K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
729+ 4.38% |
$56.2K - $63.9K
|
17.4K
$2.14M
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
625+ 15.89% |
$48.2K - $54.8K
|
4.56K
$562K
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
559+ 1.02% |
$43.1K - $49K
|
55.6K
$6.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
529+ 2.32% |
$40.8K - $46.4K
|
23.3K
$2.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
472+ 4.65% |
$36.4K - $41.4K
|
10.6K
$1.31M
|
|
|
Feb 07, 2023
Q4 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
466+ 3.1% |
$35.9K - $40.8K
|
15.5K
$1.91M
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
453New |
$34.9K - $39.7K
|
453
$55.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
413+ 1.69% |
$31.8K - $36.2K
|
24.8K
$3.06M
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
385New |
$29.7K - $33.7K
|
385
$47.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
367+ 7.92% |
$28.3K - $32.2K
|
5K
$616K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
272New |
$21K - $23.8K
|
272
$33.5K
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
250New |
$19.3K - $21.9K
|
250
$30.8K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
168New |
$12.9K - $14.7K
|
168
$20.7K
|
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
138+ 7.84% |
$10.6K - $12.1K
|
1.9K
$234K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
BUY
|
- |
77+ 8.32% |
$5.93K - $6.75K
|
1K
$124K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
46New |
$3.55K - $4.03K
|
46
$5.67K
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
37New |
$2.85K - $3.24K
|
37
$4.56K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
36+ 1.3% |
$2.77K - $3.16K
|
2.81K
$347K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
35New |
$2.7K - $3.07K
|
35
$4.32K
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
27+ 0.23% |
$2.08K - $2.37K
|
11.6K
$1.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
24New |
$1.85K - $2.1K
|
24
$2.96K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
13+ 0.31% |
$1K - $1.14K
|
4.25K
$524K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
8+ 0.23% |
$617 - $701
|
3.51K
$433K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
6+ 0.03% |
$462 - $526
|
20.6K
$2.54M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
5+ 1.14% |
$385 - $438
|
445
$54.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
3+ 0.2% |
$231 - $263
|
1.48K
$183K
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
3+ 0.09% |
$231 - $263
|
3.17K
$391K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
2+ 0.18% |
$154 - $175
|
1.14K
$140K
|
|
|
Jan 20, 2023
Q4 2022
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
1+ 0.01% |
$77.1 - $87.7
|
8.83K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|