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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
5,195
shares
|
$579,346
0.0% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
5,046
shares
|
$562,729
0.16% of portfolio
|
Q2 2022
Reduced 53.04%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
4,907
shares
|
$547,228
0.01% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Feb 11, 2025 Q4 2024 |
4,665
shares
|
$520,240
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
4,343
shares
|
$484,331
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
4,090
shares
|
$456,116
0.04% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
3,980
shares
|
$443,849
0.16% of portfolio
|
Q2 2022
Added 0.05%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
3,890
shares
|
$433,812
0.01% of portfolio
|
Q3 2022
Reduced 23.58%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
3,857
shares
|
$430,132
0.06% of portfolio
|
Q2 2023
Reduced 13.69%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
3,836
shares
|
$427,790
0.0% of portfolio
|
Q4 2024
Added 31.6%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Feb 14, 2025 Q4 2024 |
3,823
shares
|
$426,340
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
3,786
shares
|
$422,214
0.01% of portfolio
|
Q4 2024
Reduced 14.79%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
3,784
shares
|
$421,991
0.01% of portfolio
|
Q4 2024
Reduced 3.37%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
3,726
shares
|
$415,523
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Bka Wealth Consulting, Inc.
|
Jan 13, 2025 Q4 2024 |
3,565
shares
|
$397,568
0.47% of portfolio
|
Q1 2024
Added 0.03%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
3,559
shares
|
$396,899
0.21% of portfolio
|
Q4 2024
Reduced 8.34%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
3,377
shares
|
$376,603
0.19% of portfolio
|
Q1 2023
Reduced 16.88%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
3,329
shares
|
$371,250
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
3,268
shares
|
$364,447
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
3,139
shares
|
$350,061
0.01% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Feb 03, 2025 Q4 2024 |
3,108
shares
|
$346,604
0.13% of portfolio
|
Q4 2024
Reduced 31.8%
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
3,063
shares
|
$341,585
0.08% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
2,996
shares
|
$334,113
0.0% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
2,972
shares
|
$331,437
0.07% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,844
shares
|
$317,162
0.0% of portfolio
|
Q4 2024
Added 0.04%
|