Latest Institutional Transactions on First Trust Us Equity Opportun (FPX)
This table provides information on the latest institutional transactions involving First Trust Us Equity Opportun (FPX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2025
Q3 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-2.74K- 50.06% |
$388K - $455K
|
2.73K
$429K
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.92K+ 27.31% |
$272K - $319K
|
8.95K
$1.41M
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
330New |
$46.7K - $54.8K
|
330
$51.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
955+ 3.01% |
$135K - $159K
|
32.7K
$5.14M
|
|
|
Nov 03, 2025
Q3 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-6.31K- 80.75% |
$893K - $1.05M
|
1.5K
$236K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.21KNew |
$171K - $200K
|
1.21K
$190K
|
|
|
Oct 30, 2025
Q3 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-395- 18.63% |
$55.9K - $65.7K
|
1.73K
$271K
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.75K- 4.69% |
$248K - $291K
|
35.6K
$5.59M
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.29KNew |
$183K - $214K
|
1.29K
$203K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.54KNew |
$218K - $256K
|
1.54K
$242K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
832New |
$118K - $138K
|
832
$131K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.18K+ 6.13% |
$167K - $196K
|
20.4K
$3.2M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
47+ 2.07% |
$6.65K - $7.81K
|
2.32K
$364K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.02K+ 2.11% |
$144K - $169K
|
49.1K
$7.73M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
538+ 9.47% |
$76.2K - $89.4K
|
6.22K
$978K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.23KNew |
$175K - $205K
|
1.23K
$194K
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
175New |
$24.8K - $29.1K
|
175
$27.5K
|
|
|
Oct 27, 2025
Q3 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-687- 1.07% |
$97.3K - $114K
|
63.6K
$10M
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
1.3KNew |
$183K - $215K
|
1.3K
$204K
|
|
|
Oct 24, 2025
Q3 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
5+ 0.33% |
$708 - $831
|
1.51K
$237K
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
3.33KNew |
$471K - $553K
|
3.33K
$523K
|
|
|
Oct 24, 2025
Q3 2025
|
Purus Wealth Management, LLC
|
SELL
|
- |
-27- 1.28% |
$3.82K - $4.49K
|
2.09K
$329K
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.04KNew |
$289K - $339K
|
2.04K
$321K
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
4+ 0.28% |
$566 - $665
|
1.43K
$224K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 0.02% |
$142 - $166
|
4.65K
$732K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.9KNew |
$410K - $481K
|
2.9K
$455K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.92K+ 2.22% |
$272K - $319K
|
88.4K
$13.9M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-86- 0.33% |
$12.2K - $14.3K
|
26.3K
$4.13M
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
65+ 2.76% |
$9.2K - $10.8K
|
2.42K
$380K
|
|
|
Oct 21, 2025
Q3 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-58- 1.64% |
$8.21K - $9.64K
|
3.48K
$547K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
291+ 1.21% |
$41.2K - $48.4K
|
24.3K
$3.81M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
243New |
$34.4K - $40.4K
|
243
$38.2K
|
|
|
Oct 20, 2025
Q3 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
SELL
|
- |
-2- 11.11% |
$283 - $332
|
16
$2.52K
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-33- 16.5% |
$4.67K - $5.48K
|
167
$26.3K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.44K+ 61.4% |
$203K - $239K
|
3.77K
$593K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
94+ 17.28% |
$13.3K - $15.6K
|
638
$100K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1+ 0.05% |
$142 - $166
|
2.19K
$344K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
5.97KNew |
$846K - $993K
|
5.97K
$939K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.41K+ 892.06% |
$1.05M - $1.23M
|
8.24K
$1.3M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.31KNew |
$186K - $218K
|
1.31K
$206K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
391+ 23.81% |
$55.4K - $65K
|
2.03K
$320K
|
|
|
Oct 09, 2025
Q3 2025
|
Eclectic Associates Inc
|
SELL
|
- |
-3.49K- 31.78% |
$494K - $580K
|
7.49K
$1.18M
|
|
|
Oct 09, 2025
Q3 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
240+ 3.53% |
$34K - $39.9K
|
7.03K
$1.11M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
SELL
|
- |
-290- 17.08% |
$41.1K - $48.2K
|
1.41K
$221K
|
|
| Q2 2025 | |||||||
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-920- 30.57% |
$91.3K - $133K
|
2.09K
$328K
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.64K- 9.04% |
$460K - $673K
|
46.7K
$7.34M
|
|
|
Aug 19, 2025
Q2 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.21K- 38.52% |
$120K - $175K
|
1.93K
$303K
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
150New |
$14.9K - $21.7K
|
150
$23.6K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.03% |
$99.2 - $145
|
2.97K
$467K
|
|
|
Aug 18, 2025
Q2 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
3.08KNew |
$306K - $447K
|
3.08K
$485K
|
|