Latest Institutional Sells 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 sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-30.8K- 59.12% |
$3.37M - $4.06M
|
21.3K
$2.37M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-26.1K- 67.13% |
$2.85M - $3.44M
|
12.8K
$1.42M
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-19K- 39.83% |
$2.08M - $2.51M
|
28.7K
$3.2M
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-14.5K- 4.98% |
$1.59M - $1.92M
|
277K
$30.9M
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-11.1K- 21.96% |
$1.22M - $1.47M
|
39.5K
$4.4M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-10.9K- 15.22% |
$1.2M - $1.44M
|
60.9K
$6.8M
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-10.3K- 17.13% |
$1.13M - $1.36M
|
49.8K
$5.55M
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.68K- 34.34% |
$1.06M - $1.28M
|
18.5K
$2.06M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-6.12K- 17.38% |
$670K - $807K
|
29.1K
$3.25M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-5.89K- 2.25% |
$644K - $776K
|
255K
$28.5M
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.88K- 8.73% |
$534K - $644K
|
51K
$5.69M
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-3.61K- 66.57% |
$395K - $476K
|
1.81K
$202K
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.12K- 3.47% |
$342K - $412K
|
86.8K
$9.68M
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-2.65K- 53.35% |
$290K - $350K
|
2.32K
$259K
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-1.94K- 4.61% |
$212K - $255K
|
40.1K
$4.47M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.69K- 5.47% |
$185K - $223K
|
29.2K
$3.25M
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-1.48K- 2.13% |
$162K - $195K
|
67.8K
$7.56M
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.47K- 18.42% |
$161K - $194K
|
6.52K
$727K
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.45K- 31.8% |
$158K - $191K
|
3.11K
$347K
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.2K- 99.92% |
$131K - $158K
|
1
$112
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.18K- 30.62% |
$129K - $156K
|
2.68K
$298K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.13K- 1.1% |
$123K - $149K
|
101K
$11.3M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.13K- 6.19% |
$123K - $148K
|
17.1K
$1.9M
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.08K- 11.07% |
$118K - $142K
|
8.64K
$963K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-999- 3.0% |
$109K - $132K
|
32.3K
$3.6M
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-686- 25.35% |
$75K - $90.5K
|
2.02K
$225K
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-678- 5.5% |
$74.2K - $89.4K
|
11.7K
$1.3M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-668- 67.41% |
$73.1K - $88.1K
|
323
$36K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-657- 14.79% |
$71.9K - $86.7K
|
3.79K
$422K
|
|
Feb 07, 2025
Q4 2024
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-565- 19.13% |
$61.8K - $74.5K
|
2.39K
$266K
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-519- 4.26% |
$56.8K - $68.5K
|
11.7K
$1.3M
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-506- 84.19% |
$55.3K - $66.7K
|
95
$10.6K
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-437- 5.67% |
$47.8K - $57.6K
|
7.27K
$810K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-354- 16.95% |
$38.7K - $46.7K
|
1.74K
$193K
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-327- 12.33% |
$35.8K - $43.1K
|
2.33K
$259K
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
SELL
|
- |
-324- 8.34% |
$35.4K - $42.7K
|
3.56K
$397K
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-314- 4.37% |
$34.3K - $41.4K
|
6.87K
$766K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
SELL
|
- |
-312- 10.24% |
$34.1K - $41.2K
|
2.74K
$305K
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-305- 9.89% |
$33.4K - $40.2K
|
2.78K
$310K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-297- 24.05% |
$32.5K - $39.2K
|
938
$105K
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-255- 2.08% |
$27.9K - $33.6K
|
12K
$1.34M
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-215- 2.59% |
$23.5K - $28.4K
|
8.09K
$903K
|
|
Jan 29, 2025
Q4 2024
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
SELL
|
- |
-212- 8.35% |
$23.2K - $28K
|
2.33K
$260K
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-201- 86.64% |
$22K - $26.5K
|
31
$3.46K
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
SELL
|
- |
-200- 3.22% |
$21.9K - $26.4K
|
6.01K
$670K
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-192- 5.76% |
$21K - $25.3K
|
3.14K
$350K
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-188- 2.35% |
$20.6K - $24.8K
|
7.81K
$871K
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-159- 2.6% |
$17.4K - $21K
|
5.97K
$665K
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-150- 7.65% |
$16.4K - $19.8K
|
1.81K
$202K
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-136- 4.34% |
$14.9K - $17.9K
|
3K
$334K
|