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
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.3K- 73.96% |
$177K - $201K
|
808
$99.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-2.33K- 2.85% |
$180K - $205K
|
79.5K
$9.81M
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.67K- 4.08% |
$205K - $234K
|
62.7K
$7.74M
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.47K- 7.81% |
$267K - $304K
|
40.9K
$5.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-3.59K- 72.46% |
$277K - $315K
|
1.37K
$168K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.96K- 30.03% |
$305K - $347K
|
9.22K
$1.14M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-4.03K- 17.58% |
$311K - $353K
|
18.9K
$2.33M
|
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-4.18K- 8.22% |
$322K - $366K
|
46.6K
$5.75M
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.28K- 3.38% |
$330K - $375K
|
122K
$15.1M
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-4.31K- 32.11% |
$332K - $378K
|
9.11K
$1.12M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-5.17K- 10.7% |
$398K - $453K
|
43.1K
$5.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.39K- 12.92% |
$415K - $472K
|
36.3K
$4.48M
|
|
|
Jan 25, 2023
Q4 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-5.51K- 11.14% |
$425K - $483K
|
44K
$5.42M
|
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-6.23K- 61.5% |
$480K - $546K
|
3.9K
$481K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-6.78K- 13.13% |
$523K - $594K
|
44.9K
$5.54M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.35K- 37.36% |
$644K - $732K
|
14K
$1.73M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-8.39K- 4.25% |
$647K - $736K
|
189K
$23.3M
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-9.05K- 30.44% |
$697K - $793K
|
20.7K
$2.55M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-9.29KClosed |
$716K - $814K
|
0
$0
|
|
|
Feb 09, 2023
Q4 2022
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-9.58K- 24.27% |
$739K - $840K
|
29.9K
$3.69M
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-9.77K- 7.9% |
$753K - $856K
|
114K
$14M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-14.2K- 11.4% |
$1.09M - $1.24M
|
110K
$13.6M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-15.9K- 51.91% |
$1.23M - $1.4M
|
14.8K
$1.82M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-15.9K- 51.91% |
$1.23M - $1.4M
|
14.8K
$1.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-17.8K- 39.8% |
$1.37M - $1.56M
|
26.9K
$3.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-20.6K- 99.97% |
$1.59M - $1.81M
|
6
$740
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21.8K- 14.3% |
$1.68M - $1.91M
|
131K
$16.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-22.2K- 61.08% |
$1.71M - $1.95M
|
14.2K
$1.75M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-23.8K- 19.49% |
$1.83M - $2.08M
|
98.2K
$12.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-27K- 49.54% |
$2.08M - $2.37M
|
27.5K
$3.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-33K- 46.44% |
$2.55M - $2.89M
|
38.1K
$4.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-34.9K- 12.65% |
$2.69M - $3.06M
|
241K
$29.8M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-37.9K- 56.95% |
$2.92M - $3.32M
|
28.6K
$3.53M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-58.8K- 40.13% |
$4.53M - $5.15M
|
87.7K
$10.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-72.4K- 13.94% |
$5.58M - $6.35M
|
447K
$55.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-99.8K- 24.61% |
$7.69M - $8.75M
|
306K
$37.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-155K- 16.07% |
$11.9M - $13.6M
|
809K
$99.8M
|