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 197 institutions that hold shares in the stock, with a total of 3.42 Million shares, which have been reported (via 13F filing form) to have a value of $543 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
100
shares
|
$15,879
0.0% of portfolio
|
Q1 2025
Reduced 99.11%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
99
shares
|
$15,720
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
95
shares
|
$15,085
0.0% of portfolio
|
Q4 2024
Reduced 84.19%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
86
shares
|
$13,655
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
82
shares
|
$13,020
0.0% of portfolio
|
Q1 2025
Added 17.14%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
75
shares
|
$11,909
0.0% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
71
shares
|
$11,274
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
70
shares
|
$11,115
0.0% of portfolio
|
Q1 2023
Reduced 58.82%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
70
shares
|
$11,115
0.0% of portfolio
|
Q3 2019
Reduced 26.32%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
63
shares
|
$10,003
0.0% of portfolio
|
Q4 2023
Reduced 5.97%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
44
shares
|
$6,986
0.01% of portfolio
|
Q3 2024
Reduced 77.08%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
33
shares
|
$5,240
0.0% of portfolio
|
Q1 2024
Reduced 5.71%
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
27
shares
|
$4,287
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
27
shares
|
$4,287
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
18
shares
|
$2,858
0.0% of portfolio
|
Q2 2025
Reduced 28.0%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
8
shares
|
$1,270
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
6
shares
|
$952
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
3
shares
|
$476
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
1
shares
|
$158
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
1
shares
|
$158
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|