Purchases and Sales Made in Q4 2023 in First Trust Us Equity Opportun (FPX)
This table provides information about the institutional ownership of First Trust Us Equity Opportun (FPX) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
66.1K+ 11.61% |
$5.04M - $6.42M
|
635K
$83.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
46.9KNew |
$3.58M - $4.56M
|
46.9K
$6.2M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
29.7K+ 81.04% |
$2.27M - $2.89M
|
66.4K
$8.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
19.1K+ 27.19% |
$1.46M - $1.85M
|
89.2K
$11.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
16.3K+ 33.91% |
$1.24M - $1.58M
|
64.2K
$8.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
15.7KNew |
$1.2M - $1.53M
|
15.7K
$2.07M
|
|
|
Feb 14, 2024
Q4 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
7.6KNew |
$580K - $738K
|
7.6K
$1M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.43K+ 10.67% |
$491K - $625K
|
66.7K
$8.81M
|
|
|
Feb 08, 2024
Q4 2023
|
Alpha Omega Group, Inc.
|
BUY
|
- |
2.89KNew |
$220K - $281K
|
2.89K
$381K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.86KNew |
$218K - $278K
|
2.86K
$378K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.76K+ 21.27% |
$210K - $268K
|
15.7K
$2.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
2.39KNew |
$183K - $232K
|
2.39K
$316K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.36KNew |
$180K - $230K
|
2.36K
$312K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2.35KNew |
$179K - $228K
|
2.35K
$310K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.28KNew |
$174K - $221K
|
2.28K
$301K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.2KNew |
$168K - $214K
|
2.2K
$291K
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
2.11KNew |
$161K - $205K
|
2.11K
$278K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.98K+ 9.39% |
$151K - $192K
|
23.1K
$3.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.6KNew |
$122K - $155K
|
1.6K
$211K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.19K+ 2.15% |
$91K - $116K
|
56.8K
$7.5M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
784New |
$59.8K - $76.2K
|
784
$104K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
707+ 15.5% |
$54K - $68.7K
|
5.27K
$696K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
523New |
$39.9K - $50.8K
|
523
$69.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
520+ 0.56% |
$39.7K - $50.5K
|
93K
$12.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
476New |
$36.3K - $46.2K
|
476
$62.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
387+ 7.48% |
$29.5K - $37.6K
|
5.56K
$734K
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
249+ 2.04% |
$19K - $24.2K
|
12.5K
$1.65M
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
238New |
$18.2K - $23.1K
|
238
$31.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
231New |
$17.6K - $22.4K
|
231
$30.5K
|
|
|
Jan 11, 2024
Q4 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
210+ 3.7% |
$16K - $20.4K
|
5.89K
$778K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
165New |
$12.6K - $16K
|
165
$21.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
125+ 0.56% |
$9.54K - $12.1K
|
22.5K
$2.97M
|
|
|
Jan 25, 2024
Q4 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
109+ 0.24% |
$8.32K - $10.6K
|
45.3K
$5.98M
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
95New |
$7.25K - $9.23K
|
95
$12.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
91+ 0.58% |
$6.95K - $8.84K
|
15.8K
$2.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
55+ 14.14% |
$4.2K - $5.34K
|
444
$58.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
53+ 0.81% |
$4.04K - $5.15K
|
6.59K
$870K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
51New |
$3.89K - $4.95K
|
51
$6.73K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
47+ 1.57% |
$3.59K - $4.57K
|
3.04K
$402K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
46+ 0.08% |
$3.51K - $4.47K
|
58.3K
$7.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
41+ 0.62% |
$3.13K - $3.98K
|
6.71K
$885K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
29New |
$2.21K - $2.82K
|
29
$3.83K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
15New |
$1.14K - $1.46K
|
15
$1.98K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
12New |
$916 - $1.17K
|
12
$1.58K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
8+ 0.13% |
$611 - $777
|
6.08K
$802K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-4- 5.97% |
$305 - $389
|
63
$8.32K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
SELL
|
- |
-10- 0.22% |
$763 - $972
|
4.48K
$591K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-29Closed |
$2.21K - $2.82K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-36- 1.4% |
$2.75K - $3.5K
|
2.54K
$335K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-45- 1.48% |
$3.43K - $4.37K
|
3K
$396K
|