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 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
SELL
|
- |
-3.93KClosed |
$472K - $516K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-1.9KClosed |
$228K - $249K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.88KClosed |
$465K - $509K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
567New |
$68K - $74.4K
|
567
$63.5K
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-3.62KClosed |
$434K - $475K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-261Closed |
$31.3K - $34.3K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.72KClosed |
$207K - $226K
|
0
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
30New |
$3.6K - $3.94K
|
30
$3.36K
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-59.4KClosed |
$7.13M - $7.8M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Marshall Wace, LLP
London, X0 |
SELL
|
- |
-11.7KClosed |
$1.29M - $1.5M
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
35New |
$3.87K - $4.49K
|
35
$3.92K
|
|
|
Aug 12, 2021
Q2 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-4.13KClosed |
$456K - $530K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-58Closed |
$6.41K - $7.45K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-148Closed |
$16.4K - $19K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-100Closed |
$11K - $12.8K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-202Closed |
$22.3K - $25.9K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-300Closed |
$33.1K - $38.5K
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-16.9KClosed |
$1.87M - $2.17M
|
0
$0
|
|
|
Jul 16, 2021
Q2 2021
|
Secure Asset Management, LLC
|
SELL
|
- |
-20.1KClosed |
$2.22M - $2.58M
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Trilogy Capital Inc.
|
SELL
|
- |
-74.5KClosed |
$8.23M - $9.56M
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
1+ 0.25% |
$116 - $136
|
403
$45.2K
|
|
|
May 14, 2021
Q1 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
3.81KNew |
$441K - $517K
|
3.81K
$426K
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-220KClosed |
$25.5M - $29.9M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-27.9KClosed |
$3.23M - $3.79M
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-2Closed |
$232 - $272
|
0
$0
|
|
|
May 04, 2021
Q1 2021
|
Ascension Asset Management LLC
|
SELL
|
- |
-17.5KClosed |
$2.03M - $2.38M
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Avestar Capital, LLC
|
SELL
|
- |
-19.1KClosed |
$2.22M - $2.6M
|
0
$0
|
|
|
Apr 26, 2021
Q1 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-114Closed |
$13.2K - $15.5K
|
0
$0
|
|
|
Apr 05, 2021
Q1 2021
|
Fulcrum Equity Management
|
SELL
|
- |
-19.3KClosed |
$2.23M - $2.62M
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 26, 2021
Q4 2020
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
565New |
$54K - $70K
|
565
$63.3K
|
|
|
Feb 16, 2021
Q4 2020
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-750Closed |
$71.6K - $93K
|
0
$0
|
|
|
Feb 10, 2021
Q4 2020
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-13.8KClosed |
$1.32M - $1.71M
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-6.03KClosed |
$576K - $747K
|
0
$0
|
|
|
Jan 21, 2021
Q4 2020
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
224New |
$21.4K - $27.8K
|
224
$25.1K
|
|
| Q3 2020 | |||||||
|
Nov 04, 2020
Q3 2020
|
New Square Capital LLC
|
SELL
|
- |
-947Closed |
$80.2K - $94.7K
|
0
$0
|
|
|
Oct 27, 2020
Q3 2020
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
224New |
$19K - $22.4K
|
224
$25.1K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
168+ 17.11% |
$10.1K - $14.2K
|
1.15K
$129K
|
|
|
Aug 24, 2020
Q2 2020
|
Stephens Inc
|
SELL
|
- |
-38.3KClosed |
$2.3M - $3.23M
|
0
$0
|
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-100Closed |
$6.01K - $8.43K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-90Closed |
$5.41K - $7.58K
|
0
$0
|
|
|
Aug 14, 2020
Q2 2020
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-5.63KClosed |
$339K - $475K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
104New |
$6.25K - $8.76K
|
104
$11.7K
|
|
|
Aug 06, 2020
Q2 2020
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-32Closed |
$1.92K - $2.7K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-233Closed |
$14K - $19.6K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-11KClosed |
$660K - $924K
|
0
$0
|
|
|
Jul 21, 2020
Q2 2020
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-8.1KClosed |
$487K - $683K
|
0
$0
|
|
|
Jul 20, 2020
Q2 2020
|
Provident Wealth Management, LLC
|
SELL
|
- |
-36KClosed |
$2.16M - $3.03M
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 15, 2020
Q1 2020
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2.6KClosed |
$144K - $228K
|
0
$0
|
|
|
May 15, 2020
Q1 2020
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1Closed |
$55.4 - $87.9
|
0
$0
|
|
|
May 14, 2020
Q1 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-100Closed |
$5.54K - $8.79K
|
0
$0
|
|