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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-70Closed |
$5.59K - $7.76K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
SELL
|
- |
-18KClosed |
$1.43M - $1.99M
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.27KClosed |
$102K - $141K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-50Closed |
$4K - $5.55K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-2.07KClosed |
$165K - $229K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
My Legacy Advisors, LLC
|
SELL
|
- |
-2.1KClosed |
$168K - $233K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-578Closed |
$55K - $70.3K
|
0
$0
|
|
|
Jul 05, 2022
Q1 2022
|
Willner & Heller, LLC
|
SELL
|
- |
-1.75KClosed |
$166K - $213K
|
0
$0
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-500Closed |
$47.6K - $60.8K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
SELL
|
- |
-263Closed |
$25K - $32K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
200New |
$19K - $24.3K
|
200
$22.4K
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-4.74KClosed |
$452K - $577K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2KClosed |
$190K - $243K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-2.2KClosed |
$209K - $267K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
4New |
$381 - $487
|
4
$448
|
|
|
May 11, 2022
Q1 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-145Closed |
$13.8K - $17.6K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-25Closed |
$2.38K - $3.04K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-3.64KClosed |
$346K - $443K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.55KClosed |
$243K - $311K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-14.2KClosed |
$1.35M - $1.72M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
50New |
$4.76K - $6.08K
|
50
$5.6K
|
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-1.2KClosed |
$114K - $146K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
SELL
|
- |
-900- 21.95% |
$85.7K - $110K
|
3.2K
$359K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-97Closed |
$9.23K - $11.8K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.87KClosed |
$178K - $228K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Triumph Capital Management
|
SELL
|
- |
-3.21KClosed |
$305K - $390K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-5.44KClosed |
$518K - $662K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-133Closed |
$12.7K - $16.2K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
670+ 11.53% |
$63.8K - $81.5K
|
6.48K
$727K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-44Closed |
$4.19K - $5.35K
|
0
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1.87KClosed |
$178K - $228K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 11, 2024
Q4 2021
|
Nepc LLC
Boston, MA |
SELL
|
- |
-89Closed |
$10.3K - $12.1K
|
0
$0
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
50New |
$5.81K - $6.8K
|
50
$5.6K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
274New |
$31.8K - $37.3K
|
274
$30.7K
|
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-12.4KClosed |
$1.44M - $1.69M
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-104Closed |
$12.1K - $14.1K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-1.72KClosed |
$200K - $234K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-4.09KClosed |
$475K - $556K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Menard Financial Group LLC
Houston, TX |
SELL
|
- |
-4.73KClosed |
$550K - $644K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-703Closed |
$81.7K - $95.6K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-1.97KClosed |
$229K - $268K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-2.7KClosed |
$314K - $368K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.63KClosed |
$189K - $222K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-894Closed |
$104K - $122K
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-45Closed |
$5.23K - $6.12K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-21.7KClosed |
$2.52M - $2.95M
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-1.59KClosed |
$185K - $216K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-350Closed |
$40.7K - $47.6K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
8New |
$929 - $1.09K
|
8
$897
|
|