Latest Institutional Sells of First Trust Us Equity Opportun (FPX)

FPX Quotes by TradingView

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
Sep 12, 2023 Q1 2023
Prosperity Financial Group, Inc.

San Ramon, CA
SELL
 -
-9.6K
Closed
$738K - $844K
0 $0
Apr 19, 2023 Q1 2023
Quantum Private Wealth, LLC

Lake Forest, IL
SELL
 -
-3.45K
- 39.06%
$265K - $303K
5.38K $600K
May 02, 2023 Q1 2023
True Capital Management

San Francisco, CA
SELL
 -
-686
- 16.88%
$52.7K - $60.3K
3.38K $377K
Apr 17, 2023 Q1 2023
One Ascent Financial Services LLC

Birmingham, AL
SELL
 -
-240
- 8.35%
$18.5K - $21.1K
2.64K $294K
May 05, 2023 Q1 2023
Sandy Spring Bank

SELL
 -
-131
- 24.67%
$10.1K - $11.5K
400 $44.6K
Sep 21, 2023 Q1 2023
Halpern Financial, Inc.

Ashburn, VA
SELL
 -
-100
- 58.82%
$7.69K - $8.8K
70 $7.81K
Sep 01, 2023 Q1 2023
Jag Capital Management, LLC

SELL
 -
-49
- 10.82%
$3.77K - $4.31K
404 $45.1K
Apr 24, 2023 Q1 2023
Hexagon Capital Partners LLC

SELL
 -
-36
- 5.54%
$2.77K - $3.17K
614 $68.5K
Apr 21, 2023 Q1 2023
Ahrens Investment Partners LLC

SELL
 -
-25
- 0.25%
$1.92K - $2.2K
9.89K $1.1M
May 12, 2023 Q1 2023
Blair William & CO

Chicago, IL
SELL
 -
-5
- 1.12%
$384 - $440
440 $49.1K
Q4 2022
Jan 18, 2023 Q4 2022
Altus Wealth Group LLC

Colorado Springs, CO
SELL
 -
-6.23K
- 61.5%
$480K - $546K
3.9K $435K
Jan 31, 2023 Q4 2022
Bickling Financial Services, Inc.

Lexington, MA
SELL
 -
-1.7K
- 4.31%
$131K - $149K
37.8K $4.21M
Feb 14, 2023 Q4 2022
Win Advisors, Inc

SELL
 -
-374
- 96.64%
$28.8K - $32.8K
13 $1.45K
Mar 06, 2023 Q4 2022
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-80
- 2.12%
$6.17K - $7.01K
3.69K $412K
Sep 06, 2024 Q4 2022
World Equity Group, Inc.

Schaumburg, IL
SELL
 -
-45
- 1.12%
$3.47K - $3.94K
3.96K $442K
Feb 15, 2023 Q4 2022
Wealth Plan Investment Management, LLC

Omaha, NE
SELL
 -
-44
- 1.67%
$3.39K - $3.86K
2.59K $289K
Feb 15, 2023 Q4 2022
Life Pro Asset Management

SELL
 -
-26
- 0.94%
$2K - $2.28K
2.73K $304K
Feb 10, 2023 Q4 2022
Leelyn Smith, LLC

Geneva, IL
SELL
 -
-2
- 1.19%
$154 - $175
166 $18.5K
Q3 2022
Jul 24, 2024 Q3 2022
Focus Financial Network, Inc.

Minneapolis, MN
SELL
 -
-3.37K
Closed
$271K - $320K
0 $0
Nov 10, 2022 Q3 2022
Castleview Partners, LLC

Dallas, TX
SELL
 -
-2.46K
- 96.97%
$198K - $234K
77 $8.59K
Nov 14, 2022 Q3 2022
Inter Ocean Capital Group, LLC

Nashville, TN
SELL
 -
-1.2K
- 23.58%
$96.3K - $114K
3.89K $434K
Nov 14, 2022 Q3 2022
Baird Financial Group, Inc.

Milwaukee, WI
SELL
 -
-456
- 13.38%
$36.6K - $43.3K
2.95K $329K
Oct 21, 2022 Q3 2022
Selective Wealth Management, Inc.

SELL
 -
-300
- 21.43%
$24.1K - $28.5K
1.1K $123K
Oct 13, 2022 Q3 2022
Umb Bank, N.A.

SELL
 -
-287
- 50.17%
$23K - $27.2K
285 $31.8K
Oct 12, 2022 Q3 2022
City Holding CO

SELL
 -
-150
- 14.29%
$12K - $14.2K
900 $100K
Q2 2022
Jul 13, 2022 Q2 2022
Pfg Advisors

SELL
 -
-18K
Closed
$1.43M - $1.99M
0 $0
Jul 15, 2022 Q2 2022
Pinnacle Private Wealth, LLC

SELL
 -
-5.7K
- 53.04%
$456K - $632K
5.05K $563K
Aug 16, 2022 Q2 2022
M Holdings Securities, Inc.

Portland, OR
SELL
 -
-4.58K
Closed
$366K - $508K
0 $0
Jul 22, 2022 Q2 2022
Capital Investment Advisory Services, LLC

SELL
 -
-2.39K
Closed
$191K - $265K
0 $0
Jul 14, 2022 Q2 2022
Raymond James Trust N.A.

SELL
 -
-2.16K
Closed
$172K - $239K
0 $0
Jul 12, 2022 Q2 2022
My Legacy Advisors, LLC

SELL
 -
-2.1K
Closed
$168K - $233K
0 $0
Jul 12, 2022 Q2 2022
First Heartland Consultants, Inc.

SELL
 -
-2.07K
Closed
$165K - $229K
0 $0
Aug 15, 2022 Q2 2022
Atria Wealth Solutions, Inc.

New York, NY
SELL
 -
-2.03K
Closed
$163K - $226K
0 $0
Aug 03, 2022 Q2 2022
Wealth Effects LLC

SELL
 -
-1.97K
Closed
$157K - $218K
0 $0
Aug 08, 2022 Q2 2022
Acorn Wealth Advisors, LLC

Grand Blanc, MI
SELL
 -
-1.96K
Closed
$157K - $218K
0 $0
Jul 12, 2022 Q2 2022
Koshinski Asset Management, Inc.

SELL
 -
-1.27K
Closed
$102K - $141K
0 $0
Aug 10, 2022 Q2 2022
Mercer Global Advisors Inc

Denver, CO
SELL
 -
-695
- 17.94%
$55.5K - $77.1K
3.18K $355K
Aug 16, 2022 Q2 2022
Thrivent Financial For Lutherans

Minneapolis, MN
SELL
 -
-624
- 20.14%
$49.9K - $69.2K
2.48K $276K
Nov 17, 2023 Q2 2022
National Wealth Management Group, LLC

Cincinnati, OH
SELL
 -
-361
- 10.8%
$28.9K - $40K
2.98K $332K
Aug 01, 2022 Q2 2022
Creative Financial Designs Inc

SELL
 -
-285
Closed
$22.8K - $31.6K
0 $0
Jul 13, 2022 Q2 2022
Sargent Bickham Lagudis LLC

SELL
 -
-70
Closed
$5.59K - $7.76K
0 $0
Jul 12, 2022 Q2 2022
Global Trust Asset Management, LLC

SELL
 -
-50
Closed
$4K - $5.55K
0 $0
Aug 01, 2022 Q2 2022
Parallel Advisors, LLC

SELL
 -
-30
Closed
$2.4K - $3.33K
0 $0
Q1 2022
May 10, 2022 Q1 2022
Eldridge Investment Advisors, Inc.

Manchester, NH
SELL
 -
-14.2K
Closed
$1.35M - $1.72M
0 $0
Apr 29, 2022 Q1 2022
Capital Asset Advisory Services LLC

Haslett, MI
SELL
 -
-5.44K
Closed
$518K - $662K
0 $0
May 13, 2022 Q1 2022
Laurel Wealth Advisors, Inc.

Solana Beach, CA
SELL
 -
-4.74K
Closed
$452K - $577K
0 $0
May 11, 2022 Q1 2022
Stone X Group Inc.

SELL
 -
-3.64K
Closed
$346K - $443K
0 $0
May 03, 2022 Q1 2022
Triumph Capital Management

SELL
 -
-3.21K
Closed
$305K - $390K
0 $0
May 11, 2022 Q1 2022
Financial Advocates Investment Management

Olympia, WA
SELL
 -
-2.55K
Closed
$243K - $311K
0 $0

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