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 |
---|---|---|---|---|---|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
31,866
shares
|
$3.65 Million
0.03% of portfolio
|
Q2 2024
Reduced 8.36%
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
28,255
shares
|
$3.24 Million
0.0% of portfolio
|
Q2 2024
Added 39.14%
|
|
Cottonwood Capital Advisors, LLC
|
Jul 16, 2024 Q2 2024 |
27,727
shares
|
$3.18 Million
2.29% of portfolio
|
Q2 2024
Reduced 1.4%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
24,111
shares
|
$2.76 Million
0.01% of portfolio
|
Q2 2024
Reduced 24.04%
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
23,646
shares
|
$2.71 Million
0.18% of portfolio
|
Q2 2024
Reduced 1.75%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
21,124
shares
|
$2.42 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.26%
|
|
Chicago Partners Investment Group LLC
|
Jul 31, 2024 Q2 2024 |
19,697
shares
|
$2.26 Million
0.08% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 10, 2024 Q3 2024 |
16,232
shares
|
$1.86 Million
1.61% of portfolio
|
Q3 2024
New holding
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
16,078
shares
|
$1.84 Million
0.28% of portfolio
|
Q3 2024
Reduced 6.27%
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Jul 31, 2024 Q2 2024 |
16,014
shares
|
$1.83 Million
0.5% of portfolio
|
Q1 2024
Added 1.59%
|
|
Signature Estate & Investment Advisors LLC
|
Jul 25, 2024 Q2 2024 |
13,322
shares
|
$1.53 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
13,276
shares
|
$1.52 Million
0.0% of portfolio
|
Q2 2024
Added 17.58%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
12,768
shares
|
$1.46 Million
0.01% of portfolio
|
Q2 2024
Reduced 9.24%
|
|
Spectrum Wealth Advisory Group, LLC
|
Aug 07, 2024 Q2 2024 |
12,353
shares
|
$1.42 Million
1.32% of portfolio
|
Q4 2023
Reduced 2.36%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
12,329
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2024
Reduced 14.72%
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
11,836
shares
|
$1.36 Million
0.02% of portfolio
|
Q2 2024
Added 0.71%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
11,495
shares
|
$1.32 Million
0.01% of portfolio
|
Q2 2024
Added 0.51%
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
10,099
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2024
Reduced 38.58%
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2024 Q2 2024 |
9,975
shares
|
$1.14 Million
0.3% of portfolio
|
Q2 2024
Reduced 21.52%
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
9,885
shares
|
$1.13 Million
0.42% of portfolio
|
Q1 2023
Reduced 0.25%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
9,331
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2024
Added 389.05%
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
8,309
shares
|
$951,879
0.54% of portfolio
|
Q3 2024
Reduced 5.35%
|
|
Pcg Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
8,148
shares
|
$933,434
0.36% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2024 Q2 2024 |
8,095
shares
|
$927,363
0.02% of portfolio
|
Q2 2024
Reduced 2.53%
|
|
Calton & Associates, Inc.
|
Oct 21, 2024 Q3 2024 |
7,777
shares
|
$890,933
0.34% of portfolio
|
Q3 2024
Reduced 52.9%
|