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 |
|---|---|---|---|---|---|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
150
shares
|
$23,581
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
140
shares
|
$22,009
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
100
shares
|
$15,721
0.0% of portfolio
|
Q1 2025
Reduced 99.11%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
99
shares
|
$15,563
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
95
shares
|
$14,934
0.0% of portfolio
|
Q4 2024
Reduced 84.19%
|
|
|
Rosenberg Matthew Hamilton
|
Nov 10, 2025 Q3 2025 |
86
shares
|
$13,520
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
74
shares
|
$11,633
0.0% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
70
shares
|
$11,004
0.0% of portfolio
|
Q3 2025
Reduced 14.63%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
70
shares
|
$11,004
0.0% of portfolio
|
Q3 2019
Reduced 26.32%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
70
shares
|
$11,004
0.0% of portfolio
|
Q1 2023
Reduced 58.82%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Nov 18, 2025 Q3 2025 |
63
shares
|
$9,904
0.0% of portfolio
|
Q4 2023
Reduced 5.97%
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
27
shares
|
$4,244
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
Nov 14, 2025 Q3 2025 |
27
shares
|
$4,244
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
20
shares
|
$3,144
0.0% of portfolio
|
Q3 2025
Added 1900.0%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
16
shares
|
$2,515
0.0% of portfolio
|
Q3 2025
Reduced 11.11%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
12
shares
|
$1,886
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
8
shares
|
$1,257
0.0% of portfolio
|
Q3 2025
Reduced 88.73%
|
|
|
Wolff Wiese Magana LLC
|
Oct 28, 2025 Q3 2025 |
8
shares
|
$1,257
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
6
shares
|
$943
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
3
shares
|
$471
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
|
|