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 |
|---|---|---|---|---|---|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
473
shares
|
$74,360
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
440
shares
|
$69,172
0.0% of portfolio
|
Q2 2025
Reduced 72.12%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
410
shares
|
$64,456
0.0% of portfolio
|
Q2 2025
Reduced 14.41%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
400
shares
|
$62,884
0.0% of portfolio
|
Q1 2023
Reduced 24.67%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
400
shares
|
$62,884
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
384
shares
|
$60,368
0.01% of portfolio
|
Q1 2024
Reduced 11.93%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
367
shares
|
$57,696
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
355
shares
|
$55,809
0.0% of portfolio
|
Q1 2025
Added 9.23%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
350
shares
|
$55,023
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
330
shares
|
$51,879
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
300
shares
|
$47,163
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
274
shares
|
$43,075
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
243
shares
|
$38,202
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
236
shares
|
$37,101
0.0% of portfolio
|
Q2 2025
Reduced 6.72%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
230
shares
|
$36,158
0.0% of portfolio
|
Q2 2025
Reduced 54.64%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
230
shares
|
$36,158
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
228
shares
|
$35,843
0.01% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
192
shares
|
$30,184
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
188
shares
|
$29,555
0.0% of portfolio
|
Q3 2025
Reduced 97.21%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
184
shares
|
$28,926
0.0% of portfolio
|
Q3 2025
Added 457.58%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
177
shares
|
$27,826
0.01% of portfolio
|
Q1 2023
Added 836.16%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
175
shares
|
$27,511
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
170
shares
|
$26,725
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
167
shares
|
$26,254
0.0% of portfolio
|
Q3 2025
Reduced 16.5%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
160
shares
|
$25,153
0.0% of portfolio
|
Q3 2025
Reduced 25.93%
|
|