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 05, 2025
Q3 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
650+ 31.37% |
$92K - $108K
|
2.72K
$428K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
538+ 9.47% |
$76.2K - $89.4K
|
6.22K
$978K
|
|
|
Nov 13, 2025
Q3 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
473New |
$67K - $78.6K
|
473
$74.4K
|
|
|
Oct 10, 2025
Q3 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
391+ 23.81% |
$55.4K - $65K
|
2.03K
$320K
|
|
|
Nov 03, 2025
Q3 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
330New |
$46.7K - $54.8K
|
330
$51.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Ntv Asset Management LLC
|
BUY
|
- |
291+ 1.21% |
$41.2K - $48.4K
|
24.3K
$3.81M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
243New |
$34.4K - $40.4K
|
243
$38.2K
|
|
|
Oct 09, 2025
Q3 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
240+ 3.53% |
$34K - $39.9K
|
7.03K
$1.11M
|
|
|
Nov 07, 2025
Q3 2025
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
232+ 14.36% |
$32.8K - $38.6K
|
1.85K
$291K
|
|
|
Nov 12, 2025
Q3 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
230New |
$32.6K - $38.2K
|
230
$36.2K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
228+ 1.34% |
$32.3K - $37.9K
|
17.3K
$2.71M
|
|
|
Nov 06, 2025
Q3 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
204+ 1.27% |
$28.9K - $33.9K
|
16.3K
$2.55M
|
|
|
Oct 27, 2025
Q3 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
175New |
$24.8K - $29.1K
|
175
$27.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
170New |
$24.1K - $28.3K
|
170
$26.7K
|
|
|
Nov 13, 2025
Q3 2025
|
Comerica Bank
|
BUY
|
- |
151+ 457.58% |
$21.4K - $25.1K
|
184
$28.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Vest Gen Advisors, LLC
Inverness, IL |
BUY
|
- |
137+ 2.41% |
$19.4K - $22.8K
|
5.82K
$915K
|
|
|
Nov 13, 2025
Q3 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
135+ 1.29% |
$19.1K - $22.4K
|
10.6K
$1.67M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
94+ 17.28% |
$13.3K - $15.6K
|
638
$100K
|
|
|
Nov 05, 2025
Q3 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
76+ 0.38% |
$10.8K - $12.6K
|
20.3K
$3.19M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
74+ 1.22% |
$10.5K - $12.3K
|
6.15K
$967K
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
65+ 2.76% |
$9.2K - $10.8K
|
2.42K
$380K
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
51+ 0.75% |
$7.22K - $8.48K
|
6.89K
$1.08M
|
|
|
Oct 29, 2025
Q3 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
47+ 2.07% |
$6.65K - $7.81K
|
2.32K
$364K
|
|
|
Nov 06, 2025
Q3 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
45+ 1.51% |
$6.37K - $7.48K
|
3.02K
$474K
|
|
|
Nov 14, 2025
Q3 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
25+ 0.34% |
$3.54K - $4.16K
|
7.39K
$1.16M
|
|
|
Nov 05, 2025
Q3 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
21+ 0.18% |
$2.97K - $3.49K
|
11.6K
$1.82M
|
|
|
Nov 14, 2025
Q3 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
19+ 1900.0% |
$2.69K - $3.16K
|
20
$3.14K
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
15+ 0.22% |
$2.12K - $2.49K
|
6.86K
$1.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
12New |
$1.7K - $1.99K
|
12
$1.89K
|
|
|
Nov 13, 2025
Q3 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
5+ 0.12% |
$708 - $831
|
4.1K
$644K
|
|
|
Oct 24, 2025
Q3 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
5+ 0.33% |
$708 - $831
|
1.51K
$237K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4+ 0.05% |
$566 - $665
|
7.96K
$1.25M
|
|
|
Nov 03, 2025
Q3 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4+ 0.09% |
$566 - $665
|
4.23K
$665K
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
4+ 0.28% |
$566 - $665
|
1.43K
$224K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2+ 0.02% |
$283 - $332
|
11.6K
$1.83M
|
|
|
Nov 10, 2025
Q3 2025
|
Citigroup Inc
|
BUY
|
- |
1+ 0.13% |
$142 - $166
|
759
$119K
|
|
|
Nov 06, 2025
Q3 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
1+ 0.18% |
$142 - $166
|
544
$85.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.44% |
$142 - $166
|
228
$35.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1+ 0.02% |
$142 - $166
|
4.65K
$732K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1+ 0.05% |
$142 - $166
|
2.19K
$344K
|
|
| Q2 2025 | |||||||
|
Aug 14, 2025
Q2 2025
|
Hrt Financial LP
New York, NY |
BUY
|
- |
4.94K+ 231.09% |
$490K - $716K
|
7.08K
$1.11M
|
|
|
Aug 14, 2025
Q2 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
4.07KNew |
$404K - $590K
|
4.07K
$640K
|
|
|
Aug 18, 2025
Q2 2025
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
3.08KNew |
$306K - $447K
|
3.08K
$485K
|
|
|
Aug 11, 2025
Q2 2025
|
October Effect LTD
Virginia Beach, VA |
BUY
|
- |
2.74KNew |
$271K - $396K
|
2.74K
$430K
|
|
|
Aug 13, 2025
Q2 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
1.78KNew |
$177K - $258K
|
1.78K
$280K
|
|
|
Jul 23, 2025
Q2 2025
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
1.77KNew |
$176K - $257K
|
1.77K
$279K
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
1.72KNew |
$170K - $249K
|
1.72K
$270K
|
|
|
Aug 12, 2025
Q2 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.58KNew |
$156K - $229K
|
1.58K
$248K
|
|
|
Aug 01, 2025
Q2 2025
|
Belvedere Trading LLC
|
BUY
|
CALL |
1.5KNew |
$149K - $217K
|
1.5K
$236K
|
|
|
Jul 09, 2025
Q2 2025
|
Clarus Wealth Advisors
|
BUY
|
- |
1.47KNew |
$146K - $214K
|
1.47K
$232K
|
|