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 200 institutions that hold shares in the stock, with a total of 3.26 Million shares, which have been reported (via 13F filing form) to have a value of $428 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
570,267
shares
|
$74.8 Million
0.0% of portfolio
|
Q4 2024
Added 2.14%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
277,479
shares
|
$36.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
255,337
shares
|
$33.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.25%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
142,375
shares
|
$18.7 Million
0.0% of portfolio
|
Q4 2024
Added 10.22%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
118,788
shares
|
$15.6 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
101,309
shares
|
$13.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
86,759
shares
|
$11.4 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.47%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
79,140
shares
|
$10.4 Million
0.14% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
77,300
shares
|
$10.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
76,318
shares
|
$10 Million
0.0% of portfolio
|
Q4 2024
Added 43.75%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jan 27, 2025 Q4 2024 |
67,827
shares
|
$8.9 Million
5.17% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
61,185
shares
|
$8.03 Million
0.01% of portfolio
|
Q4 2024
Added 61.33%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
60,935
shares
|
$8 Million
0.0% of portfolio
|
Q4 2024
Reduced 15.22%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
59,359
shares
|
$7.79 Million
0.02% of portfolio
|
Q4 2024
Added 30.74%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
51,024
shares
|
$6.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 8.73%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
49,760
shares
|
$6.53 Million
0.0% of portfolio
|
Q4 2024
Reduced 17.13%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
47,422
shares
|
$6.22 Million
0.02% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
46,730
shares
|
$6.13 Million
1.21% of portfolio
|
Q2 2023
Reduced 9.01%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
40,092
shares
|
$5.26 Million
2.02% of portfolio
|
Q4 2024
Reduced 4.61%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
39,493
shares
|
$5.18 Million
0.36% of portfolio
|
Q4 2024
Reduced 21.96%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
39,223
shares
|
$5.15 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.2%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
37,776
shares
|
$4.96 Million
1.86% of portfolio
|
Q4 2022
Reduced 4.31%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
32,259
shares
|
$4.23 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
29,176
shares
|
$3.83 Million
0.11% of portfolio
|
Q4 2024
Reduced 5.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
29,109
shares
|
$3.82 Million
0.01% of portfolio
|
Q4 2024
Reduced 17.38%
|