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 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-132- 3.37% |
$14.4K - $17.4K
|
3.78K
$422K
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-100- 1.63% |
$10.9K - $13.2K
|
6.03K
$672K
|
|
|
Feb 03, 2025
Q4 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-79- 0.49% |
$8.64K - $10.4K
|
16.2K
$1.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-61- 1.1% |
$6.67K - $8.05K
|
5.49K
$612K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-60- 2.49% |
$6.56K - $7.91K
|
2.35K
$262K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-53- 0.99% |
$5.8K - $6.99K
|
5.28K
$588K
|
|
|
Jan 16, 2025
Q4 2024
|
Purus Wealth Management, LLC
|
SELL
|
- |
-49- 2.23% |
$5.36K - $6.46K
|
2.15K
$240K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-35- 20.35% |
$3.83K - $4.62K
|
137
$15.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-33- 0.41% |
$3.61K - $4.35K
|
8.12K
$905K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-27- 0.5% |
$2.95K - $3.56K
|
5.34K
$596K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-6- 0.03% |
$656 - $791
|
19.3K
$2.15M
|
|
| Q3 2024 | |||||||
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-25.4K- 91.52% |
$2.34M - $2.81M
|
2.35K
$262K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.97K- 13.2% |
$551K - $660K
|
39.2K
$4.37M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-5K- 6.08% |
$462K - $553K
|
77.3K
$8.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-836- 21.13% |
$77.2K - $92.4K
|
3.12K
$348K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-530- 2.24% |
$48.9K - $58.6K
|
23.1K
$2.58M
|
|
|
Oct 25, 2024
Q3 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
SELL
|
- |
-148- 77.08% |
$13.7K - $16.4K
|
44
$4.91K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-86- 13.05% |
$7.94K - $9.51K
|
573
$63.9K
|
|
|
Nov 12, 2024
Q3 2024
|
Investors Research Corp
|
SELL
|
- |
-55- 0.89% |
$5.08K - $6.08K
|
6.1K
$680K
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-50- 42.74% |
$4.62K - $5.53K
|
67
$7.47K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Elevation Capital Advisory, LLC
Bend, OR |
SELL
|
- |
-128KClosed |
$12.3M - $13.5M
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.25K- 18.77% |
$120K - $132K
|
5.43K
$605K
|
|
|
Aug 02, 2024
Q2 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-200- 7.71% |
$19.1K - $21K
|
2.4K
$267K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-150- 23.08% |
$14.4K - $15.8K
|
500
$55.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-85- 3.0% |
$8.13K - $8.94K
|
2.75K
$307K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3- 75.0% |
$287 - $315
|
1
$112
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-3.3K- 43.42% |
$299K - $352K
|
4.3K
$480K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.53K- 6.78% |
$138K - $163K
|
21K
$2.34M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-955- 33.39% |
$86.5K - $102K
|
1.91K
$212K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-364- 15.35% |
$33K - $38.8K
|
2.01K
$224K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-295- 10.37% |
$26.7K - $31.4K
|
2.55K
$284K
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-157- 8.65% |
$14.2K - $16.7K
|
1.66K
$185K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-140- 30.11% |
$12.7K - $14.9K
|
325
$36.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-93- 0.65% |
$8.42K - $9.91K
|
14.1K
$1.58M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-80- 6.97% |
$7.24K - $8.53K
|
1.07K
$119K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-52- 11.93% |
$4.71K - $5.54K
|
384
$42.8K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-2- 5.71% |
$181 - $213
|
33
$3.68K
|
|
| Q4 2023 | |||||||
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-269- 11.27% |
$20.5K - $26.1K
|
2.12K
$236K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-200Closed |
$15.3K - $19.4K
|
0
$0
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-195- 4.1% |
$14.9K - $18.9K
|
4.56K
$509K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-4- 5.97% |
$305 - $389
|
63
$7.03K
|
|
| Q3 2023 | |||||||
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-9.83K- 79.84% |
$800K - $938K
|
2.48K
$277K
|
|
| Q2 2023 | |||||||
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-4.63K- 9.01% |
$366K - $411K
|
46.7K
$5.21M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.32K- 50.92% |
$105K - $118K
|
1.28K
$142K
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-612- 13.69% |
$48.5K - $54.3K
|
3.86K
$430K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-487- 43.29% |
$38.6K - $43.2K
|
638
$71.1K
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-180- 2.96% |
$14.3K - $16K
|
5.9K
$657K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-107- 50.71% |
$8.48K - $9.5K
|
104
$11.6K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-88- 26.83% |
$6.97K - $7.81K
|
240
$26.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Triton Wealth Management, Pllc
|
SELL
|
- |
-67- 1.65% |
$5.31K - $5.95K
|
4K
$446K
|
|