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 221 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 |
|---|---|---|---|---|---|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
2,050
shares
|
$322,280
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
2,041
shares
|
$320,865
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
2,033
shares
|
$319,607
0.01% of portfolio
|
Q3 2025
Added 23.81%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
2,003
shares
|
$314,891
0.0% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
1,930
shares
|
$303,415
0.0% of portfolio
|
Q2 2025
Reduced 38.52%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
1,855
shares
|
$291,624
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Oct 06, 2025 Q3 2025 |
1,852
shares
|
$291,152
0.47% of portfolio
|
Q3 2025
Reduced 73.75%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 07, 2025 Q3 2025 |
1,848
shares
|
$290,524
0.14% of portfolio
|
Q3 2025
Added 14.36%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
1,783
shares
|
$280,305
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 14, 2025 Q3 2025 |
1,772
shares
|
$278,576
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2025 Q3 2025 |
1,725
shares
|
$271,187
0.3% of portfolio
|
Q3 2025
Reduced 18.63%
|
|
|
Appleton Partners Inc
|
Nov 05, 2025 Q3 2025 |
1,716
shares
|
$269,772
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
1,577
shares
|
$247,920
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
1,540
shares
|
$242,103
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Oct 24, 2025 Q3 2025 |
1,506
shares
|
$236,758
0.17% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,503
shares
|
$236,286
0.0% of portfolio
|
Q3 2025
Reduced 80.75%
|
|
|
Clarus Wealth Advisors
|
Oct 06, 2025 Q3 2025 |
1,474
shares
|
$231,727
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
1,428
shares
|
$224,495
0.07% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
1,427
shares
|
$224,338
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
1,412
shares
|
$221,980
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
1,408
shares
|
$221,351
0.07% of portfolio
|
Q3 2025
Reduced 17.08%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
1,403
shares
|
$220,565
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,378
shares
|
$216,635
0.01% of portfolio
|
Q3 2025
Reduced 28.08%
|
|
|
Willner & Heller, LLC
|
Oct 16, 2025 Q3 2025 |
1,331
shares
|
$209,246
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
1,328
shares
|
$208,774
0.27% of portfolio
|
Q3 2025
New holding
|
|