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 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-2- 1.19% |
$154 - $175
|
166
$20.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
SELL
|
- |
-8- 3.09% |
$617 - $701
|
251
$31K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-11- 1.66% |
$848 - $964
|
650
$80.2K
|
|
|
Feb 15, 2023
Q4 2022
|
Life Pro Asset Management
|
SELL
|
- |
-26- 0.94% |
$2K - $2.28K
|
2.73K
$337K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-34- 0.36% |
$2.62K - $2.98K
|
9.38K
$1.16M
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-44- 1.67% |
$3.39K - $3.86K
|
2.59K
$319K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-45- 1.12% |
$3.47K - $3.94K
|
3.96K
$489K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-59- 1.06% |
$4.55K - $5.17K
|
5.53K
$682K
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-64- 1.0% |
$4.93K - $5.61K
|
6.31K
$778K
|
|
|
Feb 06, 2023
Q4 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-64- 2.22% |
$4.93K - $5.61K
|
2.82K
$348K
|
|
|
Feb 02, 2023
Q4 2022
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-74- 2.04% |
$5.7K - $6.49K
|
3.56K
$439K
|
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-77- 0.77% |
$5.93K - $6.75K
|
9.91K
$1.22M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-80- 2.12% |
$6.17K - $7.01K
|
3.69K
$455K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-100- 1.42% |
$7.71K - $8.77K
|
6.96K
$859K
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
SELL
|
- |
-113- 1.65% |
$8.71K - $9.9K
|
6.72K
$829K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-136- 4.73% |
$10.5K - $11.9K
|
2.74K
$338K
|
|
|
Jan 18, 2023
Q4 2022
|
Purus Wealth Management, LLC
|
SELL
|
- |
-142- 3.42% |
$10.9K - $12.4K
|
4.01K
$494K
|
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-150- 1.75% |
$11.6K - $13.1K
|
8.4K
$1.04M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-155- 0.65% |
$11.9K - $13.6K
|
23.6K
$2.91M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-157- 3.81% |
$12.1K - $13.8K
|
3.96K
$489K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-158- 1.94% |
$12.2K - $13.8K
|
8.01K
$987K
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-166- 6.03% |
$12.8K - $14.5K
|
2.59K
$319K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-180- 86.12% |
$13.9K - $15.8K
|
29
$3.58K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-186- 2.01% |
$14.3K - $16.3K
|
9.08K
$1.12M
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-199- 3.83% |
$15.3K - $17.4K
|
5K
$617K
|
|
|
Feb 06, 2023
Q4 2022
|
Concentrum Wealth Management
|
SELL
|
- |
-200- 2.71% |
$15.4K - $17.5K
|
7.19K
$886K
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-222- 2.06% |
$17.1K - $19.5K
|
10.5K
$1.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-225- 2.01% |
$17.3K - $19.7K
|
11K
$1.35M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-239- 4.74% |
$18.4K - $20.9K
|
4.81K
$593K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-241- 73.25% |
$18.6K - $21.1K
|
88
$10.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-285- 3.89% |
$22K - $25K
|
7.03K
$867K
|
|
|
Jan 25, 2023
Q4 2022
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-288- 5.71% |
$22.2K - $25.2K
|
4.75K
$586K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-322- 3.38% |
$24.8K - $28.2K
|
9.21K
$1.14M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-328- 10.44% |
$25.3K - $28.7K
|
2.81K
$347K
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
SELL
|
- |
-374- 96.64% |
$28.8K - $32.8K
|
13
$1.6K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-419- 3.29% |
$32.3K - $36.7K
|
12.3K
$1.52M
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-449- 10.92% |
$34.6K - $39.4K
|
3.66K
$452K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-473- 2.92% |
$36.5K - $41.5K
|
15.7K
$1.94M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-482- 2.07% |
$37.1K - $42.2K
|
22.8K
$2.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-560- 49.08% |
$43.2K - $49.1K
|
581
$71.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
SELL
|
- |
-598- 20.84% |
$46.1K - $52.4K
|
2.27K
$280K
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-645- 9.6% |
$49.7K - $56.5K
|
6.08K
$749K
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-664- 9.45% |
$51.2K - $58.2K
|
6.36K
$785K
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
SELL
|
- |
-665- 17.25% |
$51.3K - $58.3K
|
3.19K
$394K
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-667- 12.22% |
$51.4K - $58.5K
|
4.79K
$591K
|
|
|
Jan 25, 2023
Q4 2022
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-668- 4.51% |
$51.5K - $58.6K
|
14.2K
$1.75M
|
|
|
Feb 03, 2023
Q4 2022
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-810- 1.75% |
$62.4K - $71K
|
45.5K
$5.62M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.01K- 9.91% |
$77.8K - $88.5K
|
9.18K
$1.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.27K- 4.0% |
$98.2K - $112K
|
30.5K
$3.77M
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-1.7K- 4.31% |
$131K - $149K
|
37.8K
$4.66M
|