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 |
|---|---|---|---|---|---|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
9,225
shares
|
$1.45 Million
0.05% of portfolio
|
Q3 2025
Added 94.7%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Nov 03, 2025 Q3 2025 |
8,950
shares
|
$1.41 Million
0.22% of portfolio
|
Q3 2025
Added 27.31%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
8,244
shares
|
$1.3 Million
0.02% of portfolio
|
Q3 2025
Added 892.06%
|
|
|
Prudential PLC
London, England, X0 |
Nov 13, 2025 Q3 2025 |
8,000
shares
|
$1.26 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
7,999
shares
|
$1.26 Million
0.68% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Pcg Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
7,967
shares
|
$1.25 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
7,957
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
7,489
shares
|
$1.18 Million
0.27% of portfolio
|
Q3 2025
Reduced 31.78%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
7,388
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Oct 09, 2025 Q3 2025 |
7,031
shares
|
$1.11 Million
0.72% of portfolio
|
Q3 2025
Added 3.53%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
6,885
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Nov 12, 2025 Q3 2025 |
6,864
shares
|
$1.08 Million
0.78% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
6,749
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2025
Added 546.46%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
6,603
shares
|
$1.04 Million
0.59% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
6,482
shares
|
$1.02 Million
0.05% of portfolio
|
Q1 2022
Added 11.53%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
6,219
shares
|
$977,688
0.02% of portfolio
|
Q3 2025
Added 9.47%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
6,200
shares
|
$974,702
0.02% of portfolio
|
Q3 2025
Reduced 20.65%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
6,150
shares
|
$966,841
0.02% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
5,973
shares
|
$939,015
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Investors Research Corp
|
Oct 02, 2025 Q3 2025 |
5,900
shares
|
$927,539
0.19% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
5,895
shares
|
$926,752
0.12% of portfolio
|
Q2 2023
Reduced 2.96%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 05, 2025 Q3 2025 |
5,874
shares
|
$923,451
0.24% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
5,818
shares
|
$914,647
0.03% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
5,564
shares
|
$874,716
0.04% of portfolio
|
Q3 2025
Added 96.19%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,428
shares
|
$853,335
0.01% of portfolio
|
Q2 2024
Reduced 18.77%
|
|