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 |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
26,271
shares
|
$4.13 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
25,955
shares
|
$4.08 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.08%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
25,506
shares
|
$4.01 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
24,252
shares
|
$3.81 Million
0.46% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
20,427
shares
|
$3.21 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
20,385
shares
|
$3.2 Million
0.1% of portfolio
|
Q3 2025
Added 6.13%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 05, 2025 Q3 2025 |
20,307
shares
|
$3.19 Million
1.57% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
18,783
shares
|
$2.95 Million
0.34% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
17,642
shares
|
$2.77 Million
0.17% of portfolio
|
Q2 2025
Reduced 22.32%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
17,637
shares
|
$2.77 Million
0.01% of portfolio
|
Q3 2025
Reduced 20.21%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
17,257
shares
|
$2.71 Million
0.0% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
16,251
shares
|
$2.55 Million
0.33% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
16,228
shares
|
$2.55 Million
0.13% of portfolio
|
Q3 2025
Added 96.39%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
15,791
shares
|
$2.48 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.24%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
15,527
shares
|
$2.44 Million
0.66% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
15,347
shares
|
$2.41 Million
0.41% of portfolio
|
Q3 2025
Added 13.66%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
12,043
shares
|
$1.89 Million
0.02% of portfolio
|
Q3 2025
Added 369.15%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
11,628
shares
|
$1.83 Million
0.01% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 14, 2025 Q3 2025 |
11,622
shares
|
$1.83 Million
0.8% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
11,577
shares
|
$1.82 Million
0.04% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
11,161
shares
|
$1.75 Million
0.02% of portfolio
|
Q3 2025
Reduced 6.42%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
10,592
shares
|
$1.67 Million
0.0% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
10,361
shares
|
$1.63 Million
0.01% of portfolio
|
Q3 2025
Added 30.34%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
9,885
shares
|
$1.55 Million
0.42% of portfolio
|
Q1 2023
Reduced 0.25%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
9,239
shares
|
$1.45 Million
0.0% of portfolio
|
Q3 2025
Added 9.16%
|
|