Purchases and Sales Made in Q4 2025 in First Trust Us Equity Opportun (FPX)
This table provides information about the institutional ownership of First Trust Us Equity Opportun (FPX) during Q4 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.3K+ 439.24% |
$2.07M - $2.26M
|
16.3K
$2.56M
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.26KNew |
$197K - $215K
|
1.26K
$198K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
638New |
$99.8K - $109K
|
638
$100K
|
|
|
Jan 14, 2026
Q4 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
276+ 5.2% |
$43.2K - $47K
|
5.58K
$877K
|
|
|
Jan 14, 2026
Q4 2025
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
240+ 3.41% |
$37.5K - $40.8K
|
7.27K
$1.14M
|
|
|
Jan 20, 2026
Q4 2025
|
Accel Wealth Management
|
BUY
|
- |
27+ 1.92% |
$4.22K - $4.6K
|
1.44K
$226K
|
|
|
Jan 16, 2026
Q4 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
5+ 31.25% |
$782 - $851
|
21
$3.3K
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
BUY
|
- |
2+ 0.15% |
$313 - $340
|
1.33K
$210K
|
|
|
Jan 15, 2026
Q4 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
2+ 0.13% |
$313 - $340
|
1.51K
$237K
|
|
|
Jan 14, 2026
Q4 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-9- 0.37% |
$1.41K - $1.53K
|
2.41K
$378K
|
|
|
Jan 06, 2026
Q4 2025
|
Rda Financial Network
|
SELL
|
- |
-35- 0.69% |
$5.48K - $5.96K
|
5.02K
$789K
|
|
|
Jan 07, 2026
Q4 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
SELL
|
- |
-72- 3.89% |
$11.3K - $12.3K
|
1.78K
$280K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-78- 40.63% |
$12.2K - $13.3K
|
114
$17.9K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-180- 12.75% |
$28.2K - $30.6K
|
1.23K
$194K
|
|
|
Jan 20, 2026
Q4 2025
|
Bka Wealth Consulting, Inc.
|
SELL
|
- |
-341- 9.8% |
$53.3K - $58K
|
3.14K
$493K
|
|
|
Jan 06, 2026
Q4 2025
|
Investors Research Corp
|
SELL
|
- |
-626- 10.61% |
$97.9K - $107K
|
5.27K
$829K
|
|
|
Jan 14, 2026
Q4 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.22K- 20.7% |
$190K - $207K
|
4.66K
$732K
|
|
|
Jan 20, 2026
Q4 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.4K- 5.77% |
$219K - $238K
|
22.9K
$3.59M
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.83K- 44.63% |
$286K - $311K
|
2.27K
$357K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2K- 7.83% |
$312K - $340K
|
23.5K
$3.7M
|
|
|
Jan 16, 2026
Q4 2025
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-7.15K- 11.25% |
$1.12M - $1.22M
|
56.4K
$8.87M
|
|