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 |
|---|---|---|---|---|---|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
1,293
shares
|
$203,272
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Heartland Consultants, Inc.
|
Jan 09, 2026 Q4 2025 |
1,262
shares
|
$198,399
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
1,235
shares
|
$194,154
0.0% of portfolio
|
Q4 2025
Added 0.08%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
1,233
shares
|
$193,839
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
1,232
shares
|
$193,682
0.01% of portfolio
|
Q4 2025
Reduced 12.75%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
1,206
shares
|
$189,595
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,203
shares
|
$189,123
0.02% of portfolio
|
Q3 2025
Reduced 63.15%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,152
shares
|
$181,105
0.0% of portfolio
|
Q2 2020
Added 17.11%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,067
shares
|
$167,743
0.01% of portfolio
|
Q1 2024
Reduced 6.97%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
950
shares
|
$149,349
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
926
shares
|
$145,576
0.0% of portfolio
|
Q4 2025
Reduced 88.77%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
900
shares
|
$141,489
0.02% of portfolio
|
Q3 2022
Reduced 14.29%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
865
shares
|
$135,986
0.0% of portfolio
|
Q3 2025
Reduced 10.36%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
832
shares
|
$130,798
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
792
shares
|
$124,510
0.0% of portfolio
|
Q3 2025
Reduced 84.46%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
759
shares
|
$119,322
0.0% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
703
shares
|
$110,518
0.04% of portfolio
|
Q3 2025
Added 1497.73%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
638
shares
|
$100,299
0.01% of portfolio
|
Q3 2025
Added 17.28%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
638
shares
|
$100,299
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
573
shares
|
$90,081
0.04% of portfolio
|
Q3 2024
Reduced 13.05%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
567
shares
|
$89,138
0.08% of portfolio
|
Q3 2021
New holding
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Nov 14, 2025 Q3 2025 |
565
shares
|
$88,823
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
544
shares
|
$85,522
0.03% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
519
shares
|
$81,591
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
473
shares
|
$74,360
0.02% of portfolio
|
Q3 2025
New holding
|
|