Purchases and Sales Made in Q2 2022 in First Trust Us Equity Opportun (FPX)

FPX Quotes by TradingView

This table provides information about the institutional ownership of First Trust Us Equity Opportun (FPX) during Q2 2022. The information is specifically focused on institutions that hold shares of FIRST TRUST US EQUITY OPPORTUN.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Aug 17, 2022 Q2 2022
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
24
New
$1.92K - $2.66K
24 $2.99K
Aug 11, 2022 Q2 2022
Cascade Investment Advisors, Inc.

Oregon City, OR
BUY
 -
18
+ 0.31%
$1.44K - $2K
5.89K $734K
Aug 10, 2022 Q2 2022
Cibc World Market Inc.

Toronto, A6
BUY
 -
18
+ 0.16%
$1.44K - $2K
11.1K $1.39M
Aug 10, 2022 Q2 2022
Cnb Bank

Clearfield, PA
BUY
 -
15
New
$1.2K - $1.66K
15 $1.87K
Jul 18, 2022 Q2 2022
Montz Harcus Wealth Management LLC

BUY
 -
11
+ 0.2%
$879 - $1.22K
5.64K $702K
Aug 09, 2022 Q2 2022
Huntington National Bank

Columbus, OH
BUY
 -
9
New
$719 - $998
9 $1.12K
Aug 10, 2022 Q2 2022
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
6
+ 0.19%
$480 - $666
3.1K $386K
Nov 09, 2022 Q2 2022
Titus Wealth Management

Larskpur, CA
BUY
 -
2
+ 0.05%
$160 - $222
3.98K $496K
Aug 12, 2022 Q2 2022
Smith, Moore & Co.

Clayton, MO
BUY
 -
1
+ 0.04%
$79.9 - $111
2.46K $307K
Aug 11, 2022 Q2 2022
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
1
+ 0.07%
$79.9 - $111
1.48K $184K
Jul 15, 2022 Q2 2022
Life Pro Asset Management

SELL
 -
-1
- 0.04%
$79.9 - $111
2.76K $343K
Aug 12, 2022 Q2 2022
Clearstead Advisors, LLC

Cleveland, OH
SELL
 -
-6
Closed
$480 - $666
0 $0
Aug 11, 2022 Q2 2022
Bank Of Montreal

Toronto, A6
SELL
 -
-7
- 0.34%
$559 - $776
2.03K $253K
Aug 15, 2022 Q2 2022
Lloyd Advisory Services, Llc.

Suwanee, GA
SELL
 -
-9
Closed
$719 - $998
0 $0
Aug 15, 2022 Q2 2022
Jaffetilchin Investment Partners, LLC

Tampa, FL
SELL
 -
-9
- 0.21%
$719 - $998
4.24K $528K
Jul 19, 2022 Q2 2022
Mai Capital Management

SELL
 -
-20
- 0.63%
$1.6K - $2.22K
3.13K $390K
Aug 11, 2022 Q2 2022
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-27
- 0.53%
$2.16K - $2.99K
5.1K $634K
Aug 15, 2022 Q2 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-27
- 0.65%
$2.16K - $2.99K
4.15K $517K
Jan 27, 2023 Q2 2022
Gladstone Institutional Advisory LLC

Boca Raton, FL
SELL
 -
-27
- 0.65%
$2.16K - $2.99K
4.15K $517K
Aug 01, 2022 Q2 2022
Parallel Advisors, LLC

SELL
 -
-30
Closed
$2.4K - $3.33K
0 $0
Jul 18, 2022 Q2 2022
Patten Group, Inc.

SELL
 -
-39
- 1.0%
$3.12K - $4.33K
3.87K $482K
Aug 02, 2022 Q2 2022
Advisory Services Network, LLC

SELL
 -
-44
- 0.68%
$3.52K - $4.88K
6.46K $804K
Jul 12, 2022 Q2 2022
Global Trust Asset Management, LLC

SELL
 -
-50
Closed
$4K - $5.55K
0 $0
Aug 11, 2022 Q2 2022
Apollon Wealth Management, LLC

Mount Pleasant, SC
SELL
 -
-50
- 1.65%
$4K - $5.55K
2.99K $372K
Jul 18, 2022 Q2 2022
Householder Group Estate & Retirement Specialist, LLC

SELL
 -
-53
- 0.45%
$4.24K - $5.88K
11.8K $1.47M
Jul 13, 2022 Q2 2022
Sargent Bickham Lagudis LLC

SELL
 -
-70
Closed
$5.59K - $7.76K
0 $0
Aug 12, 2022 Q2 2022
Black Rock Inc.

New York, NY
SELL
 -
-77
Closed
$6.15K - $8.54K
0 $0
Jul 27, 2022 Q2 2022
Cottonwood Capital Advisors, LLC

SELL
 -
-77
- 2.58%
$6.15K - $8.54K
2.91K $362K
Aug 12, 2022 Q2 2022
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
SELL
 -
-93
- 4.34%
$7.43K - $10.3K
2.05K $255K
Aug 03, 2022 Q2 2022
Accel Wealth Management

SELL
 -
-113
- 0.84%
$9.03K - $12.5K
13.3K $1.65M
Sep 21, 2023 Q2 2022
Halpern Financial, Inc.

Ashburn, VA
SELL
 -
-140
- 45.16%
$11.2K - $15.5K
170 $21.2K
Jul 28, 2022 Q2 2022
Cwm, LLC

SELL
 -
-146
- 4.83%
$11.7K - $16.2K
2.88K $358K
Jul 28, 2022 Q2 2022
Ntv Asset Management LLC

SELL
 -
-149
- 1.67%
$11.9K - $16.5K
8.8K $1.1M
Aug 10, 2022 Q2 2022
Altus Wealth Group LLC

Colorado Springs, CO
SELL
 -
-149
- 1.45%
$11.9K - $16.5K
10.1K $1.26M
Aug 15, 2022 Q2 2022
Iht Wealth Management, LLC

Chicago, IL
SELL
 -
-171
- 2.05%
$13.7K - $19K
8.17K $1.02M
Aug 10, 2022 Q2 2022
High Tower Advisors, LLC

Chicago, IL
SELL
 -
-213
- 4.98%
$17K - $23.6K
4.06K $506K
Jul 13, 2022 Q2 2022
Rda Financial Network

SELL
 -
-215
- 3.05%
$17.2K - $23.8K
6.83K $851K
Aug 05, 2022 Q2 2022
Intercontinental Wealth Advisors, LLC

SELL
 -
-220
- 3.17%
$17.6K - $24.4K
6.72K $837K
Aug 15, 2022 Q2 2022
Ascension Capital Advisors, Inc.

Houston, TX
SELL
 -
-241
- 0.54%
$19.3K - $26.7K
44.2K $5.5M
Jul 29, 2022 Q2 2022
Spectrum Wealth Advisory Group, LLC

SELL
 -
-260
- 1.59%
$20.8K - $28.8K
16.1K $2.01M
Aug 11, 2022 Q2 2022
Atria Investments LLC

Charlotte, NC
SELL
 -
-277
- 1.04%
$22.1K - $30.7K
26.4K $3.29M
Aug 01, 2022 Q2 2022
Creative Financial Designs Inc

SELL
 -
-285
Closed
$22.8K - $31.6K
0 $0
Aug 10, 2022 Q2 2022
Kovack Advisors, Inc.

SELL
 -
-313
- 3.02%
$25K - $34.7K
10.1K $1.25M
Aug 08, 2022 Q2 2022
Integrated Wealth Concepts LLC

SELL
 -
-336
- 9.52%
$26.9K - $37.3K
3.19K $398K
Nov 17, 2023 Q2 2022
National Wealth Management Group, LLC

Cincinnati, OH
SELL
 -
-361
- 10.8%
$28.9K - $40K
2.98K $371K
Aug 04, 2022 Q2 2022
Tru Independence LLC

SELL
 -
-418
- 13.71%
$33.4K - $46.4K
2.63K $328K
Aug 12, 2022 Q2 2022
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-448
- 6.21%
$35.8K - $49.7K
6.77K $843K
Jul 22, 2022 Q2 2022
Geneos Wealth Management Inc.

SELL
 -
-500
- 22.5%
$40K - $55.5K
1.72K $214K
Aug 04, 2022 Q2 2022
Cornerstone Wealth Management, LLC

SELL
 -
-529
- 3.91%
$42.3K - $58.7K
13K $1.62M

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