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 $353 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
28,730
shares
|
$3.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 39.83%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
28,399
shares
|
$3.17 Million
0.01% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
27,790
shares
|
$3.1 Million
0.03% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
24,861
shares
|
$2.77 Million
0.02% of portfolio
|
Q4 2024
Added 19.59%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
22,098
shares
|
$2.46 Million
1.38% of portfolio
|
Q4 2024
Added 15.3%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
21,282
shares
|
$2.37 Million
0.38% of portfolio
|
Q4 2024
Reduced 59.12%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
19,297
shares
|
$2.15 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
18,695
shares
|
$2.08 Million
0.0% of portfolio
|
Q4 2024
Added 49.29%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
18,502
shares
|
$2.06 Million
0.02% of portfolio
|
Q4 2024
Reduced 34.34%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
18,259
shares
|
$2.04 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
17,060
shares
|
$1.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 6.19%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Feb 03, 2025 Q4 2024 |
16,153
shares
|
$1.8 Million
1.65% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
16,092
shares
|
$1.79 Million
0.29% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
15,711
shares
|
$1.75 Million
0.0% of portfolio
|
Q4 2024
Added 15.46%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
15,640
shares
|
$1.74 Million
0.0% of portfolio
|
Q4 2024
Added 17.64%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
15,527
shares
|
$1.73 Million
0.66% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Calton & Associates, Inc.
|
Jan 23, 2025 Q4 2024 |
13,619
shares
|
$1.52 Million
0.77% of portfolio
|
Q4 2024
Added 75.12%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
12,774
shares
|
$1.42 Million
0.0% of portfolio
|
Q4 2024
Reduced 67.13%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
12,012
shares
|
$1.34 Million
0.68% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
11,674
shares
|
$1.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
11,651
shares
|
$1.3 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.5%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
11,030
shares
|
$1.23 Million
0.01% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
9,885
shares
|
$1.1 Million
0.42% of portfolio
|
Q1 2023
Reduced 0.25%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
8,750
shares
|
$975,800
0.21% of portfolio
|
Q4 2024
Added 41.68%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
8,635
shares
|
$962,975
0.01% of portfolio
|
Q4 2024
Reduced 11.07%
|