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 175 institutions that hold shares in the stock, with a total of 3.13 Million shares, which have been reported (via 13F filing form) to have a value of $389 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
7,777
shares
|
$966,914
0.34% of portfolio
|
Q3 2024
Reduced 52.9%
|
|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
7,702
shares
|
$957,589
0.43% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
7,180
shares
|
$892,689
0.24% of portfolio
|
Q3 2024
Reduced 28.02%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,778
shares
|
$842,708
0.02% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
6,734
shares
|
$837,238
0.0% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
6,507
shares
|
$809,015
0.21% of portfolio
|
Q3 2024
Reduced 23.07%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
6,482
shares
|
$805,907
0.05% of portfolio
|
Q1 2022
Added 11.53%
|
|
|
Concentrum Wealth Management
|
Nov 13, 2024 Q3 2024 |
6,207
shares
|
$771,716
0.27% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Oct 22, 2024 Q3 2024 |
6,176
shares
|
$767,862
0.15% of portfolio
|
Q3 2024
Added 30.41%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
6,130
shares
|
$762,142
0.09% of portfolio
|
Q3 2024
Reduced 6.13%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
6,124
shares
|
$761,396
0.01% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
6,100
shares
|
$758,413
0.15% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Oct 02, 2024 Q3 2024 |
6,066
shares
|
$754,185
0.43% of portfolio
|
Q2 2024
Added 1.25%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
6,053
shares
|
$752,569
0.05% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
5,895
shares
|
$732,925
0.12% of portfolio
|
Q2 2023
Reduced 2.96%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
5,588
shares
|
$694,756
0.09% of portfolio
|
Q2 2024
Added 76.78%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
5,549
shares
|
$689,907
0.07% of portfolio
|
Q3 2024
Reduced 7.11%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,428
shares
|
$674,863
0.01% of portfolio
|
Q2 2024
Reduced 18.77%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
5,423
shares
|
$674,241
0.06% of portfolio
|
Q3 2024
Reduced 17.03%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
5,377
shares
|
$668,522
0.01% of portfolio
|
Q3 2024
Added 21.38%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
5,367
shares
|
$667,279
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
5,330
shares
|
$662,678
0.19% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
5,324
shares
|
$661,932
0.32% of portfolio
|
Q1 2024
Added 1.08%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
5,046
shares
|
$627,369
0.16% of portfolio
|
Q2 2022
Reduced 53.04%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,971
shares
|
$618,044
0.01% of portfolio
|
Q3 2024
Reduced 9.04%
|