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 |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
9,833
shares
|
$1.37 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
8,745
shares
|
$1.21 Million
0.01% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Pcg Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
8,102
shares
|
$1.13 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
8,049
shares
|
$1.12 Million
0.54% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
7,915
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 49.62%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
7,813
shares
|
$1.09 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
7,043
shares
|
$978,272
0.0% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
6,832
shares
|
$948,964
0.02% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Apr 08, 2025 Q1 2025 |
6,771
shares
|
$940,491
0.52% of portfolio
|
Q1 2025
Added 11.62%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
6,603
shares
|
$917,156
0.59% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
6,517
shares
|
$905,211
0.23% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
6,482
shares
|
$900,349
0.05% of portfolio
|
Q1 2022
Added 11.53%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
6,447
shares
|
$895,488
0.01% of portfolio
|
Q1 2025
Added 8.08%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
6,156
shares
|
$855,068
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
6,100
shares
|
$847,290
0.15% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
6,030
shares
|
$837,567
0.09% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
5,895
shares
|
$818,815
0.12% of portfolio
|
Q2 2023
Reduced 2.96%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
5,805
shares
|
$806,314
0.04% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
5,576
shares
|
$774,506
0.09% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
5,507
shares
|
$764,922
0.23% of portfolio
|
Q1 2025
Reduced 8.32%
|
|
|
Brio Consultants, LLC
|
May 07, 2025 Q1 2025 |
5,507
shares
|
$764,922
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,428
shares
|
$753,949
0.01% of portfolio
|
Q2 2024
Reduced 18.77%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
5,324
shares
|
$739,503
0.32% of portfolio
|
Q1 2024
Added 1.08%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
5,288
shares
|
$734,503
0.07% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Rda Financial Network
|
Apr 14, 2025 Q1 2025 |
5,237
shares
|
$727,419
0.18% of portfolio
|
Q1 2025
Reduced 0.76%
|