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 197 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 |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
26,357
shares
|
$4.05 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.0%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
26,087
shares
|
$4.01 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.63%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
23,961
shares
|
$3.68 Million
0.43% of portfolio
|
Q2 2025
Added 297.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
23,762
shares
|
$3.65 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.85%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
22,103
shares
|
$3.4 Million
0.02% of portfolio
|
Q2 2025
Added 18.01%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
20,569
shares
|
$3.16 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
20,231
shares
|
$3.11 Million
1.38% of portfolio
|
Q2 2025
Reduced 6.92%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
19,380
shares
|
$2.98 Million
0.34% of portfolio
|
Q2 2025
Reduced 7.94%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
19,207
shares
|
$2.95 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
17,642
shares
|
$2.71 Million
0.17% of portfolio
|
Q2 2025
Reduced 22.32%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
17,029
shares
|
$2.62 Million
0.0% of portfolio
|
Q2 2025
Reduced 10.37%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jul 30, 2025 Q2 2025 |
16,047
shares
|
$2.47 Million
0.34% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
15,829
shares
|
$2.43 Million
0.01% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
15,527
shares
|
$2.39 Million
0.66% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
13,503
shares
|
$2.08 Million
0.36% of portfolio
|
Q2 2025
Reduced 7.85%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
11,927
shares
|
$1.83 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.82%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Aug 12, 2025 Q2 2025 |
11,684
shares
|
$1.8 Million
0.79% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
11,626
shares
|
$1.79 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.15%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
11,556
shares
|
$1.78 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
10,977
shares
|
$1.69 Million
0.39% of portfolio
|
Q2 2025
Reduced 13.48%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
10,457
shares
|
$1.61 Million
0.0% of portfolio
|
Q2 2025
Added 6.35%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
9,885
shares
|
$1.52 Million
0.42% of portfolio
|
Q1 2023
Reduced 0.25%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
8,464
shares
|
$1.3 Million
0.0% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
8,263
shares
|
$1.27 Million
0.06% of portfolio
|
Q2 2025
Added 42.34%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
8,049
shares
|
$1.24 Million
0.64% of portfolio
|
Q1 2025
Reduced 0.56%
|