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 |
---|---|---|---|---|---|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
7,702
shares
|
$882,341
0.43% of portfolio
|
Q3 2024
Added 5.09%
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
6,734
shares
|
$771,447
0.0% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
6,728
shares
|
$770,759
0.03% of portfolio
|
Q2 2024
Reduced 4.57%
|
|
Ifg Advisory, LLC
|
Jul 30, 2024 Q2 2024 |
6,668
shares
|
$763,886
0.04% of portfolio
|
Q2 2024
New holding
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 14, 2024 Q2 2024 |
6,536
shares
|
$748,764
0.07% of portfolio
|
Q2 2024
Reduced 16.62%
|
|
Ntv Asset Management LLC
|
Jul 31, 2024 Q2 2024 |
6,530
shares
|
$748,076
0.09% of portfolio
|
Q2 2024
Reduced 4.39%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
6,507
shares
|
$745,441
0.21% of portfolio
|
Q3 2024
Reduced 23.07%
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
6,482
shares
|
$742,577
0.05% of portfolio
|
Q1 2022
Added 11.53%
|
|
Concentrum Wealth Management
|
Aug 13, 2024 Q2 2024 |
6,407
shares
|
$733,985
0.27% of portfolio
|
Q2 2024
Reduced 3.03%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
6,380
shares
|
$730,892
0.0% of portfolio
|
Q2 2024
Reduced 18.23%
|
|
Investors Research Corp
|
Jul 31, 2024 Q2 2024 |
6,155
shares
|
$705,116
0.15% of portfolio
|
Q2 2024
Added 2.45%
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
6,124
shares
|
$701,565
0.01% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Oct 02, 2024 Q3 2024 |
6,066
shares
|
$694,920
0.43% of portfolio
|
Q2 2024
Added 1.25%
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
6,053
shares
|
$693,431
0.05% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
Kovack Advisors, Inc.
|
Aug 02, 2024 Q2 2024 |
5,974
shares
|
$684,381
0.07% of portfolio
|
Q2 2024
New holding
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
5,895
shares
|
$675,331
0.12% of portfolio
|
Q2 2023
Reduced 2.96%
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
5,711
shares
|
$654,252
0.02% of portfolio
|
Q1 2024
Added 0.25%
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Oct 08, 2024 Q3 2024 |
5,588
shares
|
$640,161
0.09% of portfolio
|
Q2 2024
Added 76.78%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
5,465
shares
|
$626,070
0.01% of portfolio
|
Q2 2024
Reduced 8.1%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,428
shares
|
$621,831
0.01% of portfolio
|
Q2 2024
Reduced 18.77%
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
5,330
shares
|
$610,604
0.19% of portfolio
|
Q3 2024
Reduced 4.15%
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
5,325
shares
|
$610,032
0.0% of portfolio
|
Q1 2024
Reduced 13.06%
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
5,324
shares
|
$609,917
0.32% of portfolio
|
Q1 2024
Added 1.08%
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
5,222
shares
|
$598,232
0.0% of portfolio
|
Q2 2024
Reduced 8.11%
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
5,046
shares
|
$578,069
0.16% of portfolio
|
Q2 2022
Reduced 53.04%
|