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 |
|---|---|---|---|---|---|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
1,312
shares
|
$206,259
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
1,311
shares
|
$206,102
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
1,298
shares
|
$204,058
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
1,298
shares
|
$204,058
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Effects LLC
|
Oct 27, 2025 Q3 2025 |
1,296
shares
|
$203,744
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
1,293
shares
|
$203,272
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
1,290
shares
|
$202,800
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
1,234
shares
|
$193,997
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
1,233
shares
|
$193,839
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
1,206
shares
|
$189,595
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,203
shares
|
$189,123
0.02% of portfolio
|
Q3 2025
Reduced 63.15%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,152
shares
|
$181,105
0.0% of portfolio
|
Q2 2020
Added 17.11%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,067
shares
|
$167,743
0.01% of portfolio
|
Q1 2024
Reduced 6.97%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
950
shares
|
$149,349
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
900
shares
|
$141,489
0.02% of portfolio
|
Q3 2022
Reduced 14.29%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
865
shares
|
$135,986
0.0% of portfolio
|
Q3 2025
Reduced 10.36%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
832
shares
|
$130,798
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
792
shares
|
$124,510
0.0% of portfolio
|
Q3 2025
Reduced 84.46%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
759
shares
|
$119,322
0.0% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Nov 06, 2025 Q3 2025 |
703
shares
|
$110,518
0.04% of portfolio
|
Q3 2025
Added 1497.73%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
638
shares
|
$100,299
0.01% of portfolio
|
Q3 2025
Added 17.28%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
573
shares
|
$90,081
0.04% of portfolio
|
Q3 2024
Reduced 13.05%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
567
shares
|
$89,138
0.08% of portfolio
|
Q3 2021
New holding
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Nov 14, 2025 Q3 2025 |
565
shares
|
$88,823
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
544
shares
|
$85,522
0.03% of portfolio
|
Q3 2025
Added 0.18%
|
|