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 |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
5,096
shares
|
$707,834
0.0% of portfolio
|
Q1 2025
Added 189.38%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
5,069
shares
|
$704,084
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
5,046
shares
|
$700,889
0.16% of portfolio
|
Q2 2022
Reduced 53.04%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
4,989
shares
|
$692,972
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
4,908
shares
|
$681,721
0.01% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
4,845
shares
|
$672,970
0.0% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
4,657
shares
|
$646,857
0.43% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
4,516
shares
|
$627,272
0.01% of portfolio
|
Q1 2025
Reduced 15.43%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
4,506
shares
|
$625,883
0.03% of portfolio
|
Q1 2025
Reduced 30.86%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
4,330
shares
|
$601,437
0.03% of portfolio
|
Q1 2025
Reduced 28.63%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
May 12, 2025 Q1 2025 |
4,140
shares
|
$575,046
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
4,090
shares
|
$568,101
0.03% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
3,980
shares
|
$552,822
0.16% of portfolio
|
Q2 2022
Added 0.05%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
3,917
shares
|
$544,071
0.0% of portfolio
|
Q1 2025
Added 2.11%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
3,890
shares
|
$540,321
0.01% of portfolio
|
Q3 2022
Reduced 23.58%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
3,709
shares
|
$515,180
0.01% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
3,559
shares
|
$494,345
0.2% of portfolio
|
Q4 2024
Reduced 8.34%
|
|
|
Bka Wealth Consulting, Inc.
|
May 02, 2025 Q1 2025 |
3,512
shares
|
$487,816
0.43% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
3,377
shares
|
$469,065
0.19% of portfolio
|
Q1 2023
Reduced 16.88%
|
|
|
Legacy Trust
Grand Rapids, MI |
Apr 16, 2025 Q1 2025 |
3,329
shares
|
$462,398
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
3,314
shares
|
$460,314
0.01% of portfolio
|
Q1 2025
Reduced 12.47%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
3,228
shares
|
$448,369
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
3,165
shares
|
$439,618
0.08% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
3,139
shares
|
$436,007
0.01% of portfolio
|
Q4 2024
Reduced 5.76%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Apr 15, 2025 Q1 2025 |
3,108
shares
|
$431,701
0.13% of portfolio
|
Q4 2024
Reduced 31.8%
|