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 169 institutions that hold shares in the stock, with a total of 3.18 Million shares, which have been reported (via 13F filing form) to have a value of $364 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
568,698
shares
|
$65.2 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.47%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
336,009
shares
|
$38.5 Million
0.02% of portfolio
|
Q2 2024
Reduced 0.78%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
258,820
shares
|
$29.7 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
127,257
shares
|
$14.6 Million
0.0% of portfolio
|
Q2 2024
Added 0.33%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
115,441
shares
|
$13.2 Million
0.03% of portfolio
|
Q2 2024
Reduced 11.2%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
91,275
shares
|
$10.5 Million
0.93% of portfolio
|
Q2 2024
Reduced 1.57%
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
89,882
shares
|
$10.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.23%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
84,905
shares
|
$9.73 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.55%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
77,300
shares
|
$8.86 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Oct 21, 2024 Q3 2024 |
69,305
shares
|
$7.94 Million
5.04% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
60,400
shares
|
$6.92 Million
0.0% of portfolio
|
Q2 2024
Reduced 9.89%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
54,063
shares
|
$6.19 Million
0.0% of portfolio
|
Q2 2024
Added 3.75%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
51,831
shares
|
$5.94 Million
0.0% of portfolio
|
Q2 2024
Reduced 4.84%
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
50,609
shares
|
$5.8 Million
0.35% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
49,143
shares
|
$5.63 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.3%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
48,881
shares
|
$5.6 Million
0.0% of portfolio
|
Q2 2024
Added 388.91%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
46,990
shares
|
$5.38 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.72%
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
46,730
shares
|
$5.35 Million
1.21% of portfolio
|
Q2 2023
Reduced 9.01%
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Jul 31, 2024 Q2 2024 |
43,293
shares
|
$4.96 Million
2.15% of portfolio
|
Q2 2024
Reduced 2.07%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
41,506
shares
|
$4.75 Million
0.01% of portfolio
|
Q2 2024
Reduced 30.72%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
39,223
shares
|
$4.49 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.2%
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
37,776
shares
|
$4.33 Million
1.86% of portfolio
|
Q4 2022
Reduced 4.31%
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
37,730
shares
|
$4.32 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.19%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
32,936
shares
|
$3.77 Million
0.01% of portfolio
|
Q2 2024
Reduced 44.45%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
31,977
shares
|
$3.66 Million
0.11% of portfolio
|
Q2 2024
Reduced 0.56%
|