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 183 institutions that hold shares in the stock, with a total of 3.42 Million shares, which have been reported (via 13F filing form) to have a value of $478 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
27,581
shares
|
$3.83 Million
0.01% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
26,518
shares
|
$3.68 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.46%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
22,710
shares
|
$3.15 Million
0.19% of portfolio
|
Q1 2025
Reduced 42.5%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
21,734
shares
|
$3.02 Million
1.3% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
21,051
shares
|
$2.92 Million
0.35% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
20,864
shares
|
$2.9 Million
0.16% of portfolio
|
Q1 2025
Reduced 8.85%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
20,386
shares
|
$2.83 Million
0.0% of portfolio
|
Q1 2025
Reduced 29.04%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
19,444
shares
|
$2.7 Million
0.08% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
19,000
shares
|
$2.64 Million
0.0% of portfolio
|
Q1 2025
Added 21.48%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
18,730
shares
|
$2.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 24.66%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
16,065
shares
|
$2.23 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
15,759
shares
|
$2.19 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.63%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Feb 13, 2025 Q4 2024 |
15,527
shares
|
$2.16 Million
0.66% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
14,653
shares
|
$2.04 Million
0.4% of portfolio
|
Q1 2025
Reduced 17.96%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
14,350
shares
|
$1.99 Million
0.0% of portfolio
|
Q1 2025
Added 12.34%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
14,194
shares
|
$1.97 Million
0.0% of portfolio
|
Q1 2025
Reduced 22.26%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
13,543
shares
|
$1.88 Million
0.01% of portfolio
|
Q1 2025
Added 22.78%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
13,081
shares
|
$1.82 Million
0.02% of portfolio
|
Q1 2025
Added 12.05%
|
|
|
Eclectic Associates Inc
|
Apr 10, 2025 Q1 2025 |
12,687
shares
|
$1.76 Million
0.43% of portfolio
|
Q1 2025
Added 79.22%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
11,788
shares
|
$1.64 Million
0.04% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
11,742
shares
|
$1.63 Million
0.63% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
11,174
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2025
Reduced 99.11%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 05, 2025 Q1 2025 |
11,149
shares
|
$1.55 Million
0.27% of portfolio
|
Q1 2025
Added 27.42%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
May 20, 2025 Q1 2025 |
10,520
shares
|
$1.46 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
9,885
shares
|
$1.37 Million
0.42% of portfolio
|
Q1 2023
Reduced 0.25%
|