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 |
|---|---|---|---|---|---|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
5,324
shares
|
$836,986
0.32% of portfolio
|
Q1 2024
Added 1.08%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Nov 10, 2025 Q3 2025 |
5,303
shares
|
$833,684
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
5,226
shares
|
$821,579
0.09% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Rda Financial Network
|
Oct 08, 2025 Q3 2025 |
5,052
shares
|
$794,224
0.21% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
5,046
shares
|
$793,281
0.16% of portfolio
|
Q2 2022
Reduced 53.04%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
4,918
shares
|
$773,158
0.01% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Concentrum Wealth Management
|
Nov 10, 2025 Q3 2025 |
4,707
shares
|
$739,987
0.23% of portfolio
|
Q3 2025
Reduced 14.53%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
4,654
shares
|
$731,655
0.01% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
4,300
shares
|
$676,003
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
4,292
shares
|
$674,745
0.02% of portfolio
|
Q3 2025
Added 61.9%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
4,227
shares
|
$664,526
0.04% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
4,159
shares
|
$653,836
0.51% of portfolio
|
Q2 2025
Reduced 10.69%
|
|
|
Patten Group, Inc.
|
Nov 10, 2025 Q3 2025 |
4,107
shares
|
$645,661
0.14% of portfolio
|
Q3 2025
Added 36.4%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
4,096
shares
|
$643,932
0.04% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
3,980
shares
|
$625,695
0.16% of portfolio
|
Q2 2022
Added 0.05%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
3,890
shares
|
$611,546
0.01% of portfolio
|
Q3 2022
Reduced 23.58%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
3,772
shares
|
$592,996
0.01% of portfolio
|
Q3 2025
Added 61.4%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
3,622
shares
|
$569,414
0.02% of portfolio
|
Q3 2025
Reduced 4.83%
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 21, 2025 Q3 2025 |
3,480
shares
|
$547,090
0.54% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
3,377
shares
|
$530,898
0.19% of portfolio
|
Q1 2023
Reduced 16.88%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
3,375
shares
|
$530,583
0.23% of portfolio
|
Q3 2025
Reduced 2.79%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 24, 2025 Q3 2025 |
3,329
shares
|
$523,352
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
3,108
shares
|
$488,608
0.16% of portfolio
|
Q4 2024
Reduced 31.8%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
3,017
shares
|
$474,302
0.01% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
3,009
shares
|
$473,044
0.15% of portfolio
|
Q2 2025
Reduced 30.57%
|
|