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 184 institutions that hold shares in the stock, with a total of 3.19 Million shares, which have been reported (via 13F filing form) to have a value of $419 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
5,046
shares
|
$663,145
0.16% of portfolio
|
Q2 2022
Reduced 53.04%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,971
shares
|
$653,288
0.01% of portfolio
|
Q3 2024
Reduced 9.04%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
4,956
shares
|
$651,317
0.0% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
4,905
shares
|
$644,615
0.01% of portfolio
|
Q3 2024
Reduced 14.11%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
4,620
shares
|
$607,160
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
4,557
shares
|
$598,880
0.2% of portfolio
|
Q2 2024
Reduced 14.13%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
4,469
shares
|
$587,315
0.07% of portfolio
|
Q1 2023
Reduced 10.6%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
4,343
shares
|
$570,757
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
4,088
shares
|
$537,244
0.03% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
3,980
shares
|
$523,051
0.16% of portfolio
|
Q2 2022
Added 0.05%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
3,890
shares
|
$511,223
0.01% of portfolio
|
Q3 2022
Reduced 23.58%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
3,857
shares
|
$506,886
0.0% of portfolio
|
Q3 2024
Reduced 39.55%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
3,786
shares
|
$497,556
0.01% of portfolio
|
Q4 2024
Reduced 14.79%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
3,784
shares
|
$497,293
0.01% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
3,726
shares
|
$489,670
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
3,565
shares
|
$468,512
0.47% of portfolio
|
Q1 2024
Added 0.03%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
3,559
shares
|
$467,723
0.21% of portfolio
|
Q4 2024
Reduced 8.34%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
3,377
shares
|
$443,805
0.19% of portfolio
|
Q1 2023
Reduced 16.88%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
3,331
shares
|
$437,760
0.01% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
3,329
shares
|
$437,497
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
3,085
shares
|
$405,430
0.0% of portfolio
|
Q3 2024
Reduced 42.07%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
3,048
shares
|
$400,568
0.0% of portfolio
|
Q3 2024
Reduced 11.19%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
2,996
shares
|
$393,734
0.0% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
2,971
shares
|
$390,448
0.06% of portfolio
|
Q3 2024
Added 99.93%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
2,967
shares
|
$389,923
0.07% of portfolio
|
Q3 2024
Reduced 3.89%
|