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 |
|---|---|---|---|---|---|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
2,003
shares
|
$314,891
0.0% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
1,930
shares
|
$303,415
0.0% of portfolio
|
Q2 2025
Reduced 38.52%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
1,855
shares
|
$291,624
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 07, 2025 Q3 2025 |
1,848
shares
|
$290,524
0.14% of portfolio
|
Q3 2025
Added 14.36%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
1,783
shares
|
$280,305
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Jan 07, 2026 Q4 2025 |
1,780
shares
|
$279,833
0.38% of portfolio
|
Q4 2025
Reduced 3.89%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 20, 2026 Q4 2025 |
1,772
shares
|
$278,576
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2025 Q3 2025 |
1,725
shares
|
$271,187
0.3% of portfolio
|
Q3 2025
Reduced 18.63%
|
|
|
Appleton Partners Inc
|
Jan 09, 2026 Q4 2025 |
1,716
shares
|
$269,772
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
1,577
shares
|
$247,920
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
1,540
shares
|
$242,103
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Jan 15, 2026 Q4 2025 |
1,508
shares
|
$237,072
0.18% of portfolio
|
Q4 2025
Added 0.13%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,503
shares
|
$236,286
0.0% of portfolio
|
Q3 2025
Reduced 80.75%
|
|
|
Accel Wealth Management
|
Jan 20, 2026 Q4 2025 |
1,435
shares
|
$225,596
0.07% of portfolio
|
Q4 2025
Added 1.92%
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
1,428
shares
|
$224,495
0.07% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
1,427
shares
|
$224,338
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
1,403
shares
|
$220,565
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,378
shares
|
$216,635
0.01% of portfolio
|
Q3 2025
Reduced 28.08%
|
|
|
Willner & Heller, LLC
|
Jan 12, 2026 Q4 2025 |
1,333
shares
|
$209,560
0.16% of portfolio
|
Q4 2025
Added 0.15%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,328
shares
|
$208,774
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
1,312
shares
|
$206,259
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
1,311
shares
|
$206,102
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
1,298
shares
|
$204,058
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
1,298
shares
|
$204,058
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
1,296
shares
|
$203,744
0.08% of portfolio
|
Q3 2025
New holding
|
|