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 195 institutions that hold shares in the stock, with a total of 3.41 Million shares, which have been reported (via 13F filing form) to have a value of $525 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
580,027
shares
|
$89.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
470,048
shares
|
$72.3 Million
0.02% of portfolio
|
Q2 2025
Added 20.49%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
313,831
shares
|
$48.3 Million
0.01% of portfolio
|
Q2 2025
Added 9.35%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
145,503
shares
|
$22.4 Million
0.01% of portfolio
|
Q2 2025
Added 19.54%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
113,370
shares
|
$17.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.29%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
98,905
shares
|
$15.2 Million
0.15% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
88,347
shares
|
$13.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 10.42%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
86,521
shares
|
$13.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
77,300
shares
|
$11.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jul 15, 2025 Q2 2025 |
64,269
shares
|
$9.88 Million
5.6% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
60,332
shares
|
$9.28 Million
0.03% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
48,132
shares
|
$7.4 Million
0.02% of portfolio
|
Q2 2025
Added 2.3%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
46,730
shares
|
$7.18 Million
1.21% of portfolio
|
Q2 2023
Reduced 9.01%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
46,696
shares
|
$7.18 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.04%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
46,057
shares
|
$7.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 22.26%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
45,506
shares
|
$7 Million
0.0% of portfolio
|
Q2 2025
Reduced 38.5%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
42,669
shares
|
$6.56 Million
0.03% of portfolio
|
Q2 2025
Added 387.92%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
39,223
shares
|
$6.03 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.2%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
37,776
shares
|
$5.81 Million
1.86% of portfolio
|
Q4 2022
Reduced 4.31%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
37,326
shares
|
$5.74 Million
1.88% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
36,558
shares
|
$5.62 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.56%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
31,752
shares
|
$4.88 Million
0.01% of portfolio
|
Q2 2025
Reduced 46.61%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
29,188
shares
|
$4.49 Million
0.0% of portfolio
|
Q2 2025
Added 103.4%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
28,684
shares
|
$4.41 Million
0.12% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
27,945
shares
|
$4.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.16%
|