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 |
---|---|---|---|---|---|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
2,706
shares
|
$309,999
0.11% of portfolio
|
Q3 2024
Reduced 22.88%
|
|
Wedbush Securities Inc
|
Aug 06, 2024 Q2 2024 |
2,652
shares
|
$303,813
0.01% of portfolio
|
Q2 2024
Reduced 9.8%
|
|
Accredited Investors Inc.
|
Jul 19, 2024 Q2 2024 |
2,649
shares
|
$303,469
0.02% of portfolio
|
Q3 2022
Reduced 38.35%
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jul 17, 2024 Q2 2024 |
2,539
shares
|
$290,867
0.17% of portfolio
|
Q1 2024
Reduced 1.01%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
2,482
shares
|
$284,337
0.0% of portfolio
|
Q3 2023
Reduced 79.84%
|
|
Money Concepts Capital Corp
|
Aug 02, 2024 Q2 2024 |
2,395
shares
|
$274,371
0.02% of portfolio
|
Q2 2024
Reduced 7.71%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
2,321
shares
|
$265,893
0.0% of portfolio
|
Q2 2024
Reduced 10.52%
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Aug 14, 2024 Q2 2024 |
2,315
shares
|
$265,206
0.36% of portfolio
|
Q2 2024
Reduced 2.24%
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
2,282
shares
|
$261,425
0.0% of portfolio
|
Q2 2024
Reduced 6.48%
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
2,217
shares
|
$253,979
0.01% of portfolio
|
Q2 2024
Reduced 12.65%
|
|
Purus Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
2,207
shares
|
$252,833
0.1% of portfolio
|
Q2 2024
Reduced 7.11%
|
|
Commerce Bank
Kansas City, MO |
Aug 12, 2024 Q2 2024 |
2,200
shares
|
$252,032
0.0% of portfolio
|
Q4 2023
New holding
|
|
Smart Portfolios, LLC
Seattle, WA |
Jul 22, 2024 Q2 2024 |
2,170
shares
|
$248,595
0.24% of portfolio
|
Q2 2024
New holding
|
|
Advisory Resource Group
|
Jul 24, 2024 Q2 2024 |
2,107
shares
|
$241,377
0.05% of portfolio
|
Q4 2023
New holding
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
2,078
shares
|
$238,055
0.0% of portfolio
|
Q2 2024
Reduced 13.52%
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2024 Q2 2024 |
2,050
shares
|
$234,848
0.0% of portfolio
|
Q3 2022
New holding
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
1,962
shares
|
$224,766
0.01% of portfolio
|
Q3 2024
New holding
|
|
Citigroup Inc
|
Aug 12, 2024 Q2 2024 |
1,657
shares
|
$189,825
0.0% of portfolio
|
Q1 2024
Reduced 8.65%
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
1,647
shares
|
$188,680
0.02% of portfolio
|
Q1 2024
Added 20.48%
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
1,486
shares
|
$170,236
0.06% of portfolio
|
Q1 2024
Added 0.07%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
1,284
shares
|
$147,095
0.0% of portfolio
|
Q2 2024
Reduced 19.6%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
1,198
shares
|
$137,242
0.01% of portfolio
|
Q2 2024
Reduced 13.75%
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
1,183
shares
|
$135,524
0.02% of portfolio
|
Q1 2024
New holding
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,152
shares
|
$131,973
0.0% of portfolio
|
Q2 2020
Added 17.11%
|
|
Smithfield Trust CO
Pittsburgh, PA |
Jul 31, 2024 Q2 2024 |
1,067
shares
|
$122,235
0.01% of portfolio
|
Q1 2024
Reduced 6.97%
|