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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
1.43KNew |
$142K - $207K
|
1.43K
$224K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.41KNew |
$140K - $205K
|
1.41K
$222K
|
|
|
Aug 14, 2025
Q2 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.4KNew |
$139K - $203K
|
1.4K
$221K
|
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
400New |
$39.7K - $58K
|
400
$62.9K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
367New |
$36.4K - $53.2K
|
367
$57.7K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
300New |
$29.8K - $43.5K
|
300
$47.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
263+ 0.27% |
$26.1K - $38.1K
|
98.9K
$15.5M
|
|
|
Aug 19, 2025
Q2 2025
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
150New |
$14.9K - $21.7K
|
150
$23.6K
|
|
|
Jul 18, 2025
Q2 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
70+ 2.79% |
$6.94K - $10.1K
|
2.58K
$406K
|
|
|
Aug 18, 2025
Q2 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.03% |
$99.2 - $145
|
2.97K
$467K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
Apr 30, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
59KNew |
$6.27M - $8.47M
|
59K
$9.28M
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
5.51KNew |
$585K - $790K
|
5.51K
$866K
|
|
|
May 12, 2025
Q1 2025
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
4.14KNew |
$440K - $594K
|
4.14K
$651K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.23KNew |
$343K - $463K
|
3.23K
$507K
|
|
|
May 13, 2025
Q1 2025
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
200New |
$21.2K - $28.7K
|
200
$31.4K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
104New |
$11K - $14.9K
|
104
$16.3K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
30+ 9.23% |
$3.19K - $4.31K
|
355
$55.8K
|
|
|
May 23, 2025
Q1 2025
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
27New |
$2.87K - $3.88K
|
27
$4.24K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
BUY
|
- |
27New |
$2.87K - $3.88K
|
27
$4.24K
|
|
|
May 07, 2025
Q1 2025
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
20New |
$2.12K - $2.87K
|
20
$3.14K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3New |
$319 - $431
|
3
$472
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1New |
$106 - $144
|
1
$157
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.17K+ 49.29% |
$675K - $814K
|
18.7K
$2.94M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
BUY
|
- |
4.34KNew |
$475K - $573K
|
4.34K
$683K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
3.82KNew |
$418K - $504K
|
3.82K
$601K
|
|
|
Jan 21, 2025
Q4 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
3.73KNew |
$408K - $491K
|
3.73K
$586K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.27KNew |
$357K - $431K
|
3.27K
$514K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
2.7KNew |
$296K - $357K
|
2.7K
$425K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.21KNew |
$242K - $291K
|
2.21K
$347K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
1.9KNew |
$208K - $251K
|
1.9K
$299K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.81KNew |
$198K - $238K
|
1.81K
$284K
|
|
|
Jul 14, 2025
Q4 2024
|
Flp Wealth Management, LLC
Bentonville, AR |
BUY
|
- |
1.57KNew |
$172K - $207K
|
1.57K
$247K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
880New |
$96.3K - $116K
|
880
$138K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
588New |
$64.3K - $77.6K
|
588
$92.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
405New |
$44.3K - $53.4K
|
405
$63.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
335New |
$36.6K - $44.2K
|
335
$52.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
200New |
$21.9K - $26.4K
|
200
$31.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
197New |
$21.5K - $26K
|
197
$31K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
174New |
$19K - $23K
|
174
$27.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
96+ 1.48% |
$10.5K - $12.7K
|
6.6K
$1.04M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
86New |
$9.41K - $11.3K
|
86
$13.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
43+ 0.28% |
$4.7K - $5.67K
|
15.5K
$2.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
38New |
$4.16K - $5.01K
|
38
$5.97K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
7New |
$766 - $923
|
7
$1.1K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
2New |
$219 - $264
|
2
$314
|
|
| Q3 2024 | |||||||
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.62KNew |
$427K - $511K
|
4.62K
$726K
|
|
|
Oct 24, 2024
Q3 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
4.55KNew |
$420K - $503K
|
4.55K
$715K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.86KNew |
$171K - $205K
|
1.86K
$292K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
950New |
$87.7K - $105K
|
950
$149K
|
|