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 |
---|---|---|---|---|---|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 02, 2024 Q2 2024 |
4,736
shares
|
$542,556
0.12% of portfolio
|
Q2 2024
Added 3.25%
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
4,557
shares
|
$522,049
0.2% of portfolio
|
Q2 2024
Reduced 14.13%
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
4,469
shares
|
$511,968
0.07% of portfolio
|
Q1 2023
Reduced 10.6%
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
4,443
shares
|
$508,990
0.01% of portfolio
|
Q3 2024
Added 9.79%
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
4,430
shares
|
$507,500
0.01% of portfolio
|
Q2 2024
New holding
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
4,088
shares
|
$468,321
0.04% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
3,980
shares
|
$455,948
0.16% of portfolio
|
Q2 2022
Added 0.05%
|
|
Advisory Alpha, LLC
|
Aug 21, 2024 Q2 2024 |
3,956
shares
|
$453,199
0.02% of portfolio
|
Q2 2024
Reduced 79.08%
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
3,916
shares
|
$448,616
0.01% of portfolio
|
Q3 2024
Added 3.08%
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
3,890
shares
|
$445,638
0.01% of portfolio
|
Q3 2022
Reduced 23.58%
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
3,883
shares
|
$444,836
0.21% of portfolio
|
Q3 2024
New holding
|
|
Eclectic Associates Inc
|
Oct 04, 2024 Q3 2024 |
3,622
shares
|
$414,936
0.17% of portfolio
|
Q3 2024
New holding
|
|
Bka Wealth Consulting, Inc.
|
Oct 08, 2024 Q3 2024 |
3,565
shares
|
$408,406
0.43% of portfolio
|
Q1 2024
Added 0.03%
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
3,561
shares
|
$407,948
0.0% of portfolio
|
Q2 2024
Added 5.36%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
3,444
shares
|
$394,544
0.01% of portfolio
|
Q2 2024
Reduced 29.67%
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
3,377
shares
|
$386,869
0.19% of portfolio
|
Q1 2023
Reduced 16.88%
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 07, 2024 Q2 2024 |
3,363
shares
|
$385,265
0.0% of portfolio
|
Q2 2024
Reduced 7.81%
|
|
Legacy Trust
Grand Rapids, MI |
Jul 16, 2024 Q2 2024 |
3,329
shares
|
$381,370
0.08% of portfolio
|
Q4 2022
New holding
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
3,100
shares
|
$355,136
0.01% of portfolio
|
Q2 2024
New holding
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
3,048
shares
|
$349,178
0.0% of portfolio
|
Q3 2024
Reduced 11.19%
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
2,967
shares
|
$339,899
0.07% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
Alpha Omega Group, Inc.
|
Aug 05, 2024 Q2 2024 |
2,950
shares
|
$337,952
0.37% of portfolio
|
Q2 2024
Added 0.27%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
2,866
shares
|
$328,328
0.0% of portfolio
|
Q2 2024
Reduced 36.77%
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 14, 2024 Q2 2024 |
2,829
shares
|
$324,090
0.03% of portfolio
|
Q1 2024
Added 20.59%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
2,749
shares
|
$314,925
0.0% of portfolio
|
Q2 2024
Reduced 3.0%
|