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 184 institutions that hold shares in the stock, with a total of 3.19 Million shares, which have been reported (via 13F filing form) to have a value of $419 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
8,115
shares
|
$1.07 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
8,001
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
7,988
shares
|
$1.05 Million
0.08% of portfolio
|
Q3 2024
Reduced 91.25%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2025 Q4 2024 |
7,265
shares
|
$954,766
0.43% of portfolio
|
Q4 2024
Reduced 5.67%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
7,180
shares
|
$943,595
0.24% of portfolio
|
Q3 2024
Reduced 28.02%
|
|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
7,079
shares
|
$930,322
0.27% of portfolio
|
Q4 2024
Added 95.44%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
6,778
shares
|
$890,764
0.02% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
6,734
shares
|
$884,982
0.0% of portfolio
|
Q3 2024
Reduced 4.81%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
6,603
shares
|
$867,766
0.59% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
6,482
shares
|
$851,864
0.05% of portfolio
|
Q1 2022
Added 11.53%
|
|
|
Concentrum Wealth Management
|
Nov 13, 2024 Q3 2024 |
6,207
shares
|
$815,723
0.27% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
6,124
shares
|
$804,816
0.01% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
6,100
shares
|
$801,661
0.15% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
6,067
shares
|
$797,325
0.05% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jan 22, 2025 Q4 2024 |
6,066
shares
|
$797,193
0.47% of portfolio
|
Q2 2024
Added 1.25%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
6,030
shares
|
$792,462
0.1% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
5,895
shares
|
$774,720
0.12% of portfolio
|
Q2 2023
Reduced 2.96%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
5,590
shares
|
$734,637
0.1% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
5,549
shares
|
$729,249
0.07% of portfolio
|
Q3 2024
Reduced 7.11%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,428
shares
|
$713,347
0.01% of portfolio
|
Q2 2024
Reduced 18.77%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
5,423
shares
|
$712,690
0.06% of portfolio
|
Q3 2024
Reduced 17.03%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
5,377
shares
|
$706,645
0.01% of portfolio
|
Q3 2024
Added 21.38%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
5,367
shares
|
$705,331
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
5,324
shares
|
$699,680
0.32% of portfolio
|
Q1 2024
Added 1.08%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
5,277
shares
|
$693,503
0.19% of portfolio
|
Q4 2024
Reduced 0.99%
|