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 |
|---|---|---|---|---|---|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
2,972
shares
|
$412,810
0.06% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
2,844
shares
|
$395,031
0.0% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
2,779
shares
|
$386,003
0.03% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,749
shares
|
$381,836
0.0% of portfolio
|
Q2 2024
Reduced 3.0%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
2,700
shares
|
$375,030
0.0% of portfolio
|
Q1 2025
Added 16.43%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
2,649
shares
|
$367,946
0.02% of portfolio
|
Q3 2024
Added 34.67%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2,633
shares
|
$365,723
0.0% of portfolio
|
Q1 2025
Reduced 85.77%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
2,609
shares
|
$362,390
0.0% of portfolio
|
Q1 2025
Reduced 2.5%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
2,580
shares
|
$358,362
0.0% of portfolio
|
Q1 2025
Reduced 7.19%
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
2,510
shares
|
$348,639
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
2,482
shares
|
$344,749
0.0% of portfolio
|
Q3 2023
Reduced 79.84%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
2,413
shares
|
$335,165
0.0% of portfolio
|
Q1 2025
Reduced 19.46%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
2,395
shares
|
$332,665
0.02% of portfolio
|
Q2 2024
Reduced 7.71%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
2,351
shares
|
$326,553
0.21% of portfolio
|
Q3 2024
Reduced 91.52%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
2,337
shares
|
$324,609
0.01% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Apr 29, 2025 Q1 2025 |
2,327
shares
|
$323,220
0.16% of portfolio
|
Q4 2024
Reduced 8.35%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 28, 2025 Q1 2025 |
2,296
shares
|
$318,914
0.04% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
2,200
shares
|
$305,580
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,197
shares
|
$305,163
0.0% of portfolio
|
Q1 2025
Reduced 19.7%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
2,139
shares
|
$297,107
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Apr 24, 2025 Q1 2025 |
2,135
shares
|
$296,551
0.29% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,122
shares
|
$294,745
0.01% of portfolio
|
Q1 2025
Reduced 6.73%
|
|
|
Purus Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
2,117
shares
|
$294,051
0.1% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
2,072
shares
|
$287,800
0.0% of portfolio
|
Q1 2025
Reduced 11.94%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
2,050
shares
|
$284,745
0.0% of portfolio
|
Q3 2022
New holding
|