Institutional Ownership First Trust Us Equity Opportun (FPX)
This table provides information about the institutional ownership of First Trust Us Equity Opportun (FPX). We have compiled data on the 219 institutions that hold shares in the stock, with a total of 3.66 Million shares, which have been reported (via 13F filing form) to have a value of $575 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
9,239
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2025
Added 9.16%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
9,225
shares
|
$1.45 Million
0.05% of portfolio
|
Q3 2025
Added 94.7%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
8,950
shares
|
$1.41 Million
0.22% of portfolio
|
Q3 2025
Added 27.31%
|
|
|
Prudential PLC
London, England, X0 |
Nov 13, 2025 Q3 2025 |
8,000
shares
|
$1.26 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
7,999
shares
|
$1.26 Million
0.68% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Pcg Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
7,967
shares
|
$1.25 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
7,957
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
7,489
shares
|
$1.18 Million
0.27% of portfolio
|
Q3 2025
Reduced 31.78%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
7,388
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jan 14, 2026 Q4 2025 |
7,271
shares
|
$1.14 Million
0.7% of portfolio
|
Q4 2025
Added 3.41%
|
|
|
Patten Group, Inc.
|
Jan 23, 2026 Q4 2025 |
7,113
shares
|
$1.12 Million
0.22% of portfolio
|
Q4 2025
Added 73.19%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
6,885
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
6,864
shares
|
$1.08 Million
0.78% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
6,749
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2025
Added 546.46%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
6,603
shares
|
$1.04 Million
0.59% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
6,482
shares
|
$1.02 Million
0.05% of portfolio
|
Q1 2022
Added 11.53%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
6,219
shares
|
$977,688
0.02% of portfolio
|
Q3 2025
Added 9.47%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
6,200
shares
|
$974,702
0.02% of portfolio
|
Q3 2025
Reduced 20.65%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
6,150
shares
|
$966,841
0.02% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
5,895
shares
|
$926,752
0.12% of portfolio
|
Q2 2023
Reduced 2.96%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
5,818
shares
|
$914,647
0.03% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Jan 14, 2026 Q4 2025 |
5,579
shares
|
$877,074
0.07% of portfolio
|
Q4 2025
Added 5.2%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
5,564
shares
|
$874,716
0.04% of portfolio
|
Q3 2025
Added 96.19%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,428
shares
|
$853,335
0.01% of portfolio
|
Q2 2024
Reduced 18.77%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
5,324
shares
|
$836,986
0.32% of portfolio
|
Q1 2024
Added 1.08%
|
|