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 184 institutions that hold shares in the stock, with a total of 3.43 Million shares, which have been reported (via 13F filing form) to have a value of $457 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
587,546
shares
|
$78.3 Million
0.0% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
390,106
shares
|
$52 Million
0.02% of portfolio
|
Q1 2025
Added 40.59%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
287,001
shares
|
$38.3 Million
0.01% of portfolio
|
Q1 2025
Added 12.4%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
138,746
shares
|
$18.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
121,719
shares
|
$16.2 Million
0.01% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
98,642
shares
|
$13.1 Million
0.14% of portfolio
|
Q1 2025
Added 24.64%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
98,619
shares
|
$13.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
88,731
shares
|
$11.8 Million
0.01% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
77,300
shares
|
$10.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
73,988
shares
|
$9.86 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Apr 22, 2025 Q1 2025 |
66,352
shares
|
$8.84 Million
4.63% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
59,473
shares
|
$7.93 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
59,247
shares
|
$7.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
59,009
shares
|
$7.87 Million
1.27% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
58,897
shares
|
$7.85 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
51,337
shares
|
$6.84 Million
0.0% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
47,051
shares
|
$6.27 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
46,730
shares
|
$6.23 Million
1.21% of portfolio
|
Q2 2023
Reduced 9.01%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
40,423
shares
|
$5.39 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.76%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
39,223
shares
|
$5.23 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.2%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
38,769
shares
|
$5.17 Million
1.95% of portfolio
|
Q1 2025
Reduced 3.3%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
37,776
shares
|
$5.04 Million
1.86% of portfolio
|
Q4 2022
Reduced 4.31%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
28,649
shares
|
$3.82 Million
0.03% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
28,394
shares
|
$3.78 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
28,272
shares
|
$3.77 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.36%
|