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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.53K- 6.78% |
$138K - $163K
|
21K
$2.77M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
28.7K+ 94.88% |
$2.6M - $3.06M
|
58.9K
$7.78M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-5- 5.38% |
$453 - $533
|
88
$11.6K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.18KNew |
$107K - $126K
|
1.18K
$156K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-157- 8.65% |
$14.2K - $16.7K
|
1.66K
$219K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-364- 15.35% |
$33K - $38.8K
|
2.01K
$265K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
71.5KNew |
$6.48M - $7.63M
|
71.5K
$9.44M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-80- 6.97% |
$7.24K - $8.53K
|
1.07K
$141K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-955- 33.39% |
$86.5K - $102K
|
1.91K
$252K
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
2.74KNew |
$248K - $292K
|
2.74K
$362K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-52- 11.93% |
$4.71K - $5.54K
|
384
$50.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
280+ 20.48% |
$25.4K - $29.9K
|
1.65K
$217K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
59+ 14.11% |
$5.34K - $6.29K
|
477
$63K
|
|
|
Apr 22, 2024
Q1 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-26- 1.01% |
$2.35K - $2.77K
|
2.54K
$335K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-93- 0.65% |
$8.42K - $9.91K
|
14.1K
$1.87M
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
124New |
$11.2K - $13.2K
|
124
$16.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Epiq Partners, LLC
|
BUY
|
- |
2KNew |
$181K - $213K
|
2K
$264K
|
|
|
Apr 09, 2024
Q1 2024
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
1+ 0.03% |
$90.6 - $107
|
3.57K
$471K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
243New |
$22K - $25.9K
|
243
$32.1K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
100New |
$9.06K - $10.7K
|
100
$13.2K
|
|
| Q4 2023 | |||||||
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
784New |
$59.8K - $76.2K
|
784
$104K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
51New |
$3.89K - $4.95K
|
51
$6.73K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
12New |
$916 - $1.17K
|
12
$1.58K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-200Closed |
$15.3K - $19.4K
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-731- 24.55% |
$55.8K - $71K
|
2.25K
$297K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
523New |
$39.9K - $50.8K
|
523
$69.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
PUT |
900New |
$68.7K - $87.4K
|
900
$119K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.2KNew |
$168K - $214K
|
2.2K
$290K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
238New |
$18.2K - $23.1K
|
238
$31.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-269- 11.27% |
$20.5K - $26.1K
|
2.12K
$280K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
476New |
$36.3K - $46.2K
|
476
$62.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-195- 4.1% |
$14.9K - $18.9K
|
4.56K
$602K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.36KNew |
$180K - $230K
|
2.36K
$312K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
15New |
$1.14K - $1.46K
|
15
$1.98K
|
|
|
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
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-4- 5.97% |
$305 - $389
|
63
$8.32K
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
2.11KNew |
$161K - $205K
|
2.11K
$278K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
200New |
$16.3K - $19.1K
|
200
$26.4K
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
75.6KNew |
$6.15M - $7.22M
|
75.6K
$9.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
47.7KNew |
$3.88M - $4.55M
|
47.7K
$6.3M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-9.83K- 79.84% |
$800K - $938K
|
2.48K
$328K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
1+ 0.09% |
$81.4 - $95.4
|
1.15K
$151K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
6New |
$488 - $573
|
6
$792
|
|
| Q2 2023 | |||||||
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
140New |
$11.1K - $12.4K
|
140
$18.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-107- 50.71% |
$8.48K - $9.5K
|
104
$13.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
6KNew |
$475K - $533K
|
6K
$792K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
1New |
$79.2 - $88.8
|
1
$132
|
|
|
Aug 11, 2023
Q2 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.81KNew |
$302K - $338K
|
3.81K
$503K
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
BUY
|
- |
2.34KNew |
$185K - $208K
|
2.34K
$309K
|
|