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 |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
100
shares
|
$15,721
0.0% of portfolio
|
Q1 2025
Reduced 99.11%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 21, 2026 Q4 2025 |
99
shares
|
$15,563
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
95
shares
|
$14,934
0.0% of portfolio
|
Q4 2024
Reduced 84.19%
|
|
|
Rosenberg Matthew Hamilton
|
Jan 02, 2026 Q4 2025 |
86
shares
|
$13,520
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
74
shares
|
$11,633
0.0% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
70
shares
|
$11,004
0.0% of portfolio
|
Q3 2025
Reduced 14.63%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
70
shares
|
$11,004
0.0% of portfolio
|
Q1 2023
Reduced 58.82%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
70
shares
|
$11,004
0.0% of portfolio
|
Q3 2019
Reduced 26.32%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 12, 2026 Q4 2025 |
63
shares
|
$9,904
0.0% of portfolio
|
Q4 2023
Reduced 5.97%
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
27
shares
|
$4,244
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Country Trust Bank
|
Jan 21, 2026 Q4 2025 |
27
shares
|
$4,244
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 16, 2026 Q4 2025 |
21
shares
|
$3,301
0.0% of portfolio
|
Q4 2025
Added 31.25%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
20
shares
|
$3,144
0.0% of portfolio
|
Q3 2025
Added 1900.0%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
12
shares
|
$1,886
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jan 14, 2026 Q4 2025 |
8
shares
|
$1,257
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
8
shares
|
$1,257
0.0% of portfolio
|
Q3 2025
Reduced 88.73%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 22, 2026 Q4 2025 |
6
shares
|
$943
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
3
shares
|
$471
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|