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 |
|---|---|---|---|---|---|---|---|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.37K- 6.84% |
$105K - $133K
|
18.7K
$2.38M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-1.58K- 30.79% |
$121K - $154K
|
3.56K
$454K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.78K- 4.32% |
$136K - $173K
|
39.5K
$5.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.19K- 26.98% |
$167K - $213K
|
5.92K
$756K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.48K- 6.2% |
$190K - $241K
|
37.6K
$4.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.95K- 8.81% |
$225K - $286K
|
30.5K
$3.89M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.97K- 3.2% |
$227K - $288K
|
89.8K
$11.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
SELL
|
- |
-3.78K- 38.03% |
$288K - $367K
|
6.16K
$785K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.83K- 11.25% |
$292K - $372K
|
30.2K
$3.86M
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-4.55K- 25.16% |
$347K - $442K
|
13.5K
$1.73M
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-6.15K- 23.46% |
$470K - $598K
|
20.1K
$2.56M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-6.2K- 30.32% |
$473K - $602K
|
14.2K
$1.82M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-6.77K- 12.73% |
$517K - $658K
|
46.4K
$5.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.01K- 29.11% |
$535K - $681K
|
17.1K
$2.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-7.23K- 2.69% |
$552K - $702K
|
262K
$33.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-8.37K- 9.88% |
$638K - $813K
|
76.3K
$9.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.7K- 2.99% |
$815K - $1.04M
|
347K
$44.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.7K- 48.2% |
$818K - $1.04M
|
11.5K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-11.4K- 71.69% |
$870K - $1.11M
|
4.5K
$574K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.8K- 9.89% |
$980K - $1.25M
|
117K
$14.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-14.1K- 47.15% |
$1.08M - $1.37M
|
15.8K
$2.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.8K- 19.56% |
$1.36M - $1.73M
|
73.2K
$9.34M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-21.2K- 3.24% |
$1.62M - $2.06M
|
635K
$81M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-27.2K- 17.64% |
$2.08M - $2.65M
|
127K
$16.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-30.9K- 35.45% |
$2.36M - $3M
|
56.3K
$7.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-40.4K- 27.68% |
$3.08M - $3.92M
|
105K
$13.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-40.4K- 35.83% |
$3.09M - $3.93M
|
72.4K
$9.24M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-89K- 52.63% |
$6.79M - $8.64M
|
80.1K
$10.2M
|