Latest Institutional Purchases of First Trust Us Equity Opportun (FPX)
This list provides information on the latest institutional transactions involving First Trust Us Equity Opportun (FPX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
79.6K+ 13.72% |
$11.3M - $13.2M
|
660K
$104M
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
65.2K+ 214.26% |
$9.23M - $10.8M
|
95.7K
$15M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
16.1K+ 3.42% |
$2.28M - $2.67M
|
486K
$76.4M
|
|
|
Nov 13, 2025
Q3 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
15.3K+ 4.87% |
$2.16M - $2.54M
|
329K
$51.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
11.2K+ 7.68% |
$1.58M - $1.86M
|
157K
$24.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.48K+ 369.15% |
$1.34M - $1.58M
|
12K
$1.89M
|
|
|
Nov 13, 2025
Q3 2025
|
Prudential PLC
London, England, X0 |
BUY
|
- |
8KNew |
$1.13M - $1.33M
|
8K
$1.26M
|
|
|
Nov 12, 2025
Q3 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
7.97K+ 96.39% |
$1.13M - $1.32M
|
16.2K
$2.55M
|
|
|
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
|
|
|
Nov 13, 2025
Q3 2025
|
Ubs Group Ag
|
BUY
|
- |
6.32K+ 13.73% |
$895K - $1.05M
|
52.4K
$8.23M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
5.97KNew |
$846K - $993K
|
5.97K
$939K
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.71K+ 546.46% |
$808K - $948K
|
6.75K
$1.06M
|
|
|
Nov 10, 2025
Q3 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
5.3KNew |
$751K - $881K
|
5.3K
$834K
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.49K+ 94.7% |
$635K - $746K
|
9.23K
$1.45M
|
|
|
Nov 06, 2025
Q3 2025
|
Krilogy Financial LLC
|
BUY
|
- |
4.3KNew |
$609K - $715K
|
4.3K
$676K
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.45K+ 3.9% |
$488K - $573K
|
91.8K
$14.4M
|
|
|
Oct 24, 2025
Q3 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
3.33KNew |
$471K - $553K
|
3.33K
$523K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
2.9KNew |
$410K - $481K
|
2.9K
$455K
|
|
|
Nov 14, 2025
Q3 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.83KNew |
$400K - $470K
|
2.83K
$444K
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
2.73K+ 96.19% |
$386K - $453K
|
5.56K
$875K
|
|
|
Nov 14, 2025
Q3 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
2.68KNew |
$380K - $446K
|
2.68K
$422K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.6K+ 5.72% |
$369K - $433K
|
48.1K
$7.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.6KNew |
$368K - $432K
|
2.6K
$409K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.41K+ 30.34% |
$341K - $401K
|
10.4K
$1.63M
|
|
|
Oct 23, 2025
Q3 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.04KNew |
$289K - $339K
|
2.04K
$321K
|
|
|
Nov 03, 2025
Q3 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
1.92K+ 27.31% |
$272K - $319K
|
8.95K
$1.41M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.92K+ 2.22% |
$272K - $319K
|
88.4K
$13.9M
|
|
|
Nov 07, 2025
Q3 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
1.84K+ 13.66% |
$261K - $306K
|
15.3K
$2.41M
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
1.64K+ 61.9% |
$232K - $273K
|
4.29K
$675K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.54KNew |
$218K - $256K
|
1.54K
$242K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.44K+ 61.4% |
$203K - $239K
|
3.77K
$593K
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
BUY
|
- |
1.33KNew |
$188K - $221K
|
1.33K
$209K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1.33KNew |
$188K - $221K
|
1.33K
$209K
|
|
|
Nov 12, 2025
Q3 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.31KNew |
$186K - $218K
|
1.31K
$206K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
1.31KNew |
$186K - $218K
|
1.31K
$206K
|
|
|
Nov 13, 2025
Q3 2025
|
Empowered Funds, LLC
|
BUY
|
- |
1.3KNew |
$184K - $216K
|
1.3K
$204K
|
|
|
Nov 12, 2025
Q3 2025
|
Cambria Investment Management, L.P.
|
BUY
|
- |
1.3KNew |
$184K - $216K
|
1.3K
$204K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Effects LLC
|
BUY
|
- |
1.3KNew |
$183K - $215K
|
1.3K
$204K
|
|
|
Nov 12, 2025
Q3 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.29KNew |
$183K - $215K
|
1.29K
$203K
|
|
|
Oct 30, 2025
Q3 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.29KNew |
$183K - $214K
|
1.29K
$203K
|
|
|
Nov 05, 2025
Q3 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.23KNew |
$175K - $205K
|
1.23K
$194K
|
|
|
Oct 27, 2025
Q3 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.23KNew |
$175K - $205K
|
1.23K
$194K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.21KNew |
$171K - $200K
|
1.21K
$190K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.18K+ 6.13% |
$167K - $196K
|
20.4K
$3.2M
|
|
|
Nov 10, 2025
Q3 2025
|
Patten Group, Inc.
|
BUY
|
- |
1.1K+ 36.4% |
$155K - $182K
|
4.11K
$646K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.02K+ 2.11% |
$144K - $169K
|
49.1K
$7.73M
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
955+ 3.01% |
$135K - $159K
|
32.7K
$5.14M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
832New |
$118K - $138K
|
832
$131K
|
|
|
Nov 12, 2025
Q3 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
775+ 9.16% |
$110K - $129K
|
9.24K
$1.45M
|
|
|
Nov 06, 2025
Q3 2025
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
659+ 1497.73% |
$93.3K - $110K
|
703
$111K
|
|