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 222 institutions that hold shares in the stock, with a total of 3.67 Million shares, which have been reported (via 13F filing form) to have a value of $577 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
659,582
shares
|
$104 Million
0.01% of portfolio
|
Q3 2025
Added 13.72%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
486,131
shares
|
$76.4 Million
0.03% of portfolio
|
Q3 2025
Added 3.42%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
329,111
shares
|
$51.7 Million
0.01% of portfolio
|
Q3 2025
Added 4.87%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
156,672
shares
|
$24.6 Million
0.01% of portfolio
|
Q3 2025
Added 7.68%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
113,051
shares
|
$17.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
98,905
shares
|
$15.5 Million
0.15% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
95,665
shares
|
$15 Million
0.02% of portfolio
|
Q3 2025
Added 214.26%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
91,795
shares
|
$14.4 Million
0.02% of portfolio
|
Q3 2025
Added 3.9%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
88,439
shares
|
$13.9 Million
0.02% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
77,300
shares
|
$12.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Oct 27, 2025 Q3 2025 |
63,582
shares
|
$10 Million
5.78% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
56,450
shares
|
$8.87 Million
0.03% of portfolio
|
Q3 2025
Reduced 6.43%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
53,876
shares
|
$8.47 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.04%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
52,381
shares
|
$8.23 Million
0.0% of portfolio
|
Q3 2025
Added 13.73%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
49,148
shares
|
$7.73 Million
0.02% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
48,109
shares
|
$7.56 Million
0.0% of portfolio
|
Q3 2025
Added 5.72%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
46,730
shares
|
$7.35 Million
1.21% of portfolio
|
Q2 2023
Reduced 9.01%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
41,852
shares
|
$6.58 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
39,223
shares
|
$6.17 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.2%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
37,776
shares
|
$5.94 Million
1.86% of portfolio
|
Q4 2022
Reduced 4.31%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
35,575
shares
|
$5.59 Million
2.02% of portfolio
|
Q3 2025
Reduced 4.69%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
34,895
shares
|
$5.49 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
32,707
shares
|
$5.14 Million
0.01% of portfolio
|
Q3 2025
Added 3.01%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
28,671
shares
|
$4.51 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
27,020
shares
|
$4.25 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.31%
|
|