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 201 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 |
|---|---|---|---|---|---|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
573
shares
|
$64,221
0.04% of portfolio
|
Q3 2024
Reduced 13.05%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
567
shares
|
$63,549
0.08% of portfolio
|
Q3 2021
New holding
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jan 23, 2025 Q4 2024 |
565
shares
|
$63,325
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
507
shares
|
$56,824
0.0% of portfolio
|
Q4 2024
Added 6.29%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
471
shares
|
$52,789
0.02% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
440
shares
|
$49,315
0.0% of portfolio
|
Q1 2023
Reduced 1.12%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
417
shares
|
$46,737
0.0% of portfolio
|
Q4 2024
Added 373.86%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Feb 14, 2025 Q4 2024 |
405
shares
|
$45,392
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
400
shares
|
$44,832
0.0% of portfolio
|
Q1 2023
Reduced 24.67%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
396
shares
|
$44,383
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
384
shares
|
$43,038
0.01% of portfolio
|
Q1 2024
Reduced 11.93%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
350
shares
|
$39,228
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
335
shares
|
$37,546
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
325
shares
|
$36,426
0.0% of portfolio
|
Q1 2024
Reduced 30.11%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
323
shares
|
$36,201
0.0% of portfolio
|
Q4 2024
Reduced 67.41%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
274
shares
|
$30,709
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
243
shares
|
$27,235
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
200
shares
|
$22,416
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
197
shares
|
$22,079
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
192
shares
|
$21,519
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
177
shares
|
$19,838
0.0% of portfolio
|
Q1 2023
Added 836.16%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
174
shares
|
$19,501
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
140
shares
|
$15,691
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
137
shares
|
$15,354
0.0% of portfolio
|
Q4 2024
Reduced 20.35%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
109
shares
|
$12,216
0.0% of portfolio
|
Q4 2024
New holding
|