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 |
|---|---|---|---|---|---|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
2,973
shares
|
$467,385
0.07% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
2,896
shares
|
$455,280
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
2,827
shares
|
$444,432
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
2,749
shares
|
$432,170
0.0% of portfolio
|
Q2 2024
Reduced 3.0%
|
|
|
October Effect LTD
Virginia Beach, VA |
Oct 31, 2025 Q3 2025 |
2,736
shares
|
$430,126
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Nov 03, 2025 Q3 2025 |
2,731
shares
|
$429,340
0.12% of portfolio
|
Q3 2025
Reduced 50.06%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
2,722
shares
|
$427,925
0.01% of portfolio
|
Q3 2025
Added 31.37%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
2,684
shares
|
$421,951
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
2,649
shares
|
$416,449
0.02% of portfolio
|
Q3 2024
Added 34.67%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,643
shares
|
$415,506
0.0% of portfolio
|
Q3 2025
Reduced 7.07%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
2,599
shares
|
$408,588
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
2,580
shares
|
$405,601
0.01% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
2,482
shares
|
$390,195
0.0% of portfolio
|
Q3 2023
Reduced 79.84%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
2,425
shares
|
$381,234
0.03% of portfolio
|
Q3 2025
Reduced 8.04%
|
|
|
Cottonwood Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
2,416
shares
|
$379,819
0.32% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
2,395
shares
|
$376,517
0.03% of portfolio
|
Q2 2024
Reduced 7.71%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
2,327
shares
|
$365,827
0.18% of portfolio
|
Q4 2024
Reduced 8.35%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
2,318
shares
|
$364,412
0.05% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
2,279
shares
|
$358,281
0.0% of portfolio
|
Q2 2025
Reduced 12.65%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
2,250
shares
|
$353,722
0.02% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
2,200
shares
|
$345,862
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
2,190
shares
|
$344,289
0.0% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
2,164
shares
|
$340,202
0.0% of portfolio
|
Q3 2025
Reduced 10.32%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
2,129
shares
|
$334,700
0.0% of portfolio
|
Q3 2025
Reduced 23.58%
|
|
|
Purus Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
2,090
shares
|
$328,568
0.12% of portfolio
|
Q3 2025
Reduced 1.28%
|
|