Latest Institutional Transactions on First Trust Us Equity Opportun (FPX)

FPX Quotes by TradingView

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
Jan 09, 2020 Q4 2019
Old Port Advisors

SELL
 -
-1.54K
Closed
$113K - $124K
0 $0
Q3 2019
Nov 12, 2019 Q3 2019
Barometer Capital Management Inc.

Toronto, A6
SELL
 -
-45.9K
Closed
$3.45M - $3.74M
0 $0
Nov 12, 2019 Q3 2019
Buckingham Strategic Wealth, LLC

Clayton, MO
SELL
 -
-2.1K
Closed
$158K - $171K
0 $0
Nov 12, 2019 Q3 2019
Capital Analysts, LLC

Fort Washington, PA
SELL
 -
-25
- 26.32%
$1.88K - $2.04K
70 $9.24K
Nov 04, 2019 Q3 2019
Doliver Advisors, LP

Houston, TX
SELL
 -
-4.17K
Closed
$313K - $339K
0 $0
Oct 30, 2019 Q3 2019
Executive Wealth Management, LLC

SELL
 -
-529
- 18.19%
$39.8K - $43.1K
2.38K $314K
Oct 18, 2019 Q3 2019
Coastal Investment Advisors, Inc.

Wilmington, DE
SELL
 -
-169
Closed
$12.7K - $13.8K
0 $0
Oct 04, 2019 Q3 2019
Redhawk Wealth Advisors, Inc.

Minneapolis, MN
SELL
 -
-252
Closed
$19K - $20.5K
0 $0
Q2 2019
Aug 06, 2019 Q2 2019
Insight Wealth Strategies, LLC

San Ramon, CA
SELL
 -
-104K
Closed
$7.55M - $8.23M
0 $0
Jul 24, 2019 Q2 2019
Affinity Wealth Management LLC

Wilmington, DE
SELL
 -
-91.3K
Closed
$6.64M - $7.24M
0 $0
Jul 19, 2019 Q2 2019
Marino, Stram & Associates LLC

SELL
 -
-162
Closed
$11.8K - $12.9K
0 $0
Q1 2019
May 15, 2019 Q1 2019
Claybrook Capital, LLC

SELL
 -
-657
Closed
$39.7K - $49.6K
0 $0
May 14, 2019 Q1 2019
Financial Enhancement Group LLC

Anderson, IN
SELL
 -
-13K
Closed
$788K - $986K
0 $0
May 10, 2019 Q1 2019
Vision Point Advisory Group, LLC

Dallas, TX
SELL
 -
-32.7K
Closed
$1.98M - $2.47M
0 $0
May 10, 2019 Q1 2019
Claro Advisors LLC

Boston, MA
SELL
 -
-290
Closed
$17.5K - $21.9K
0 $0
May 09, 2019 Q1 2019
Well Done, LLC

SELL
 -
-657
Closed
$39.7K - $49.6K
0 $0
May 01, 2019 Q1 2019
Moors & Cabot, Inc.

Boston, MA
BUY
 -
2.92K
New
$176K - $221K
2.92K $386K
Apr 29, 2019 Q1 2019
Howe & Rusling Inc

Rochester, NY
SELL
 -
-207
Closed
$12.5K - $15.6K
0 $0
Apr 26, 2019 Q1 2019
Enterprise Financial Services Corp

Clayton, MO
SELL
 -
-20
Closed
$1.21K - $1.51K
0 $0
Apr 09, 2019 Q1 2019
Mgo One Seven LLC

Beachwood, OH
SELL
 -
-293
Closed
$17.7K - $22.1K
0 $0
Q4 2018
Feb 14, 2019 Q4 2018
Manufacturers Life Insurance Company, The

Toronto, A6
SELL
 -
-5.41K
Closed
$313K - $401K
0 $0
Feb 14, 2019 Q4 2018
Avantax Planning Partners, Inc.

SELL
 -
-927
Closed
$53.6K - $68.6K
0 $0
Feb 13, 2019 Q4 2018
Washington Trust Bank

SELL
 -
-555
Closed
$32.1K - $41.1K
0 $0
Feb 08, 2019 Q4 2018
Lincoln National Corp

SELL
 -
-2.87K
Closed
$166K - $213K
0 $0
Feb 07, 2019 Q4 2018
Measured Wealth Private Client Group, LLC

SELL
 -
-232
Closed
$13.4K - $17.2K
0 $0
Feb 01, 2019 Q4 2018
Financial Architects, Inc

Marlton, NJ
SELL
 -
-100
Closed
$5.78K - $7.4K
0 $0
Jan 30, 2019 Q4 2018
Mc Adam, LLC

SELL
 -
-14
Closed
$810 - $1.04K
0 $0
Jan 17, 2019 Q4 2018
Polaris Wealth Advisory Group, LLC

SELL
 -
-879
Closed
$50.8K - $65.1K
0 $0
Jan 15, 2019 Q4 2018
Ima Wealth, Inc.

Wichita, KS
SELL
 -
-22
Closed
$1.27K - $1.63K
0 $0
Q3 2018
Nov 15, 2018 Q3 2018
Great Lakes Advisors, LLC

Chicago, IL
BUY
 -
31.5K
New
$2.21M - $2.39M
31.5K $4.15M
Nov 14, 2018 Q3 2018
Janney Capital Management LLC

BUY
 -
91.5K
New
$6.44M - $6.95M
91.5K $12.1M
Nov 14, 2018 Q3 2018
Cibc Private Wealth Group, LLC

SELL
 -
-142
Closed
$9.99K - $10.8K
0 $0
Nov 14, 2018 Q3 2018
Landaas & CO

Milwaukee, WI
SELL
 -
-423
Closed
$29.8K - $32.1K
0 $0
Nov 14, 2018 Q3 2018
Pin Oak Investment Advisors Inc

Houston, TX
SELL
 -
-347
Closed
$24.4K - $26.3K
0 $0
Nov 13, 2018 Q3 2018
Brinker Capital Investments, LLC

SELL
 -
-53K
Closed
$3.73M - $4.02M
0 $0
Nov 05, 2018 Q3 2018
Bay Colony Advisory Group, Inc D

SELL
 -
-422
Closed
$29.7K - $32K
0 $0
Oct 12, 2018 Q3 2018
Pittenger & Anderson Inc

SELL
 -
-103
Closed
$7.25K - $7.82K
0 $0
Q2 2018
Aug 04, 2020 Q2 2018
Milestone Advisory Partners

SELL
 -
-4.04K
Closed
$270K - $301K
0 $0
Jul 31, 2018 Q2 2018
Taylor Hoffman Wealth Management

Richmond, VA
SELL
 -
-50
Closed
$3.34K - $3.73K
0 $0
Q1 2018
May 18, 2018 Q1 2018
Catalyst Capital Advisors LLC

Huntington, NY
SELL
 -
-8.83K
Closed
$595K - $658K
0 $0
May 14, 2018 Q1 2018
Nomura Asset Management CO LTD

Tokyo, M0
SELL
 -
-20.7K
Closed
$1.4M - $1.54M
0 $0
May 11, 2018 Q1 2018
Parisi Gray Wealth Management

SELL
 -
-411
Closed
$27.7K - $30.6K
0 $0
May 11, 2018 Q1 2018
Sei Investments CO

Oaks, PA
SELL
 -
-28
Closed
$1.89K - $2.09K
0 $0
Q4 2017
Jan 24, 2018 Q4 2017
Sg Americas Securities, LLC

SELL
 -
-8.71K
Closed
$560K - $598K
0 $0
Jan 19, 2018 Q4 2017
V Wealth Advisors LLC

SELL
 -
-30.9K
Closed
$1.99M - $2.12M
0 $0
Q3 2017
Nov 14, 2017 Q3 2017
Parallax Volatility Advisers, L.P.

San Francisco, CA
BUY
 -
1
New
$62.8 - $63.9
1 $132
Q3 2015
Dec 22, 2020 Q3 2015
Lvz, Inc.

BUY
 -
964
+ 21.28%
N/A
5.5K $726K

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