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 200 institutions that hold shares in the stock, with a total of 3.26 Million shares, which have been reported (via 13F filing form) to have a value of $365 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
2,780
shares
|
$311,582
0.0% of portfolio
|
Q4 2024
Reduced 9.89%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
2,779
shares
|
$311,470
0.03% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
2,749
shares
|
$308,107
0.0% of portfolio
|
Q2 2024
Reduced 3.0%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
2,736
shares
|
$306,650
0.0% of portfolio
|
Q4 2024
Reduced 10.24%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
2,704
shares
|
$303,064
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
2,676
shares
|
$299,926
0.0% of portfolio
|
Q4 2024
Reduced 30.62%
|
|
|
Accredited Investors Inc.
|
Feb 13, 2025 Q4 2024 |
2,649
shares
|
$296,899
0.02% of portfolio
|
Q3 2024
Added 34.67%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
2,510
shares
|
$281,320
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
2,482
shares
|
$278,182
0.0% of portfolio
|
Q3 2023
Reduced 79.84%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
2,440
shares
|
$273,475
0.01% of portfolio
|
Q4 2024
Added 4.27%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
2,395
shares
|
$268,431
0.02% of portfolio
|
Q2 2024
Reduced 7.71%
|
|
|
Alpha Omega Group, Inc.
|
Feb 07, 2025 Q4 2024 |
2,388
shares
|
$267,647
0.34% of portfolio
|
Q4 2024
Reduced 19.13%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
2,353
shares
|
$263,724
0.0% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
2,351
shares
|
$263,500
0.22% of portfolio
|
Q3 2024
Reduced 91.52%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jan 29, 2025 Q4 2024 |
2,327
shares
|
$260,810
0.17% of portfolio
|
Q4 2024
Reduced 8.35%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
2,325
shares
|
$260,586
0.01% of portfolio
|
Q4 2024
Reduced 12.33%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
2,319
shares
|
$259,913
0.0% of portfolio
|
Q4 2024
Reduced 53.35%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,275
shares
|
$254,982
0.01% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,209
shares
|
$247,584
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
2,200
shares
|
$246,576
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Feb 07, 2025 Q4 2024 |
2,165
shares
|
$242,653
0.3% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Purus Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
2,153
shares
|
$241,308
0.11% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
2,050
shares
|
$229,764
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
2,020
shares
|
$226,401
0.09% of portfolio
|
Q4 2024
Reduced 25.35%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
2,007
shares
|
$224,944
0.0% of portfolio
|
Q3 2024
New holding
|