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 |
|---|---|---|---|---|---|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
1,900
shares
|
$211,888
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
1,855
shares
|
$206,869
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Jan 30, 2025 Q4 2024 |
1,837
shares
|
$204,862
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
1,813
shares
|
$202,185
0.02% of portfolio
|
Q4 2024
Reduced 66.57%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
1,812
shares
|
$202,074
0.01% of portfolio
|
Q4 2024
Reduced 7.65%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
1,807
shares
|
$201,516
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jan 23, 2025 Q4 2024 |
1,772
shares
|
$197,613
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
1,768
shares
|
$197,167
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,761
shares
|
$196,386
0.0% of portfolio
|
Q4 2024
Added 296.62%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
1,735
shares
|
$193,487
0.0% of portfolio
|
Q4 2024
Reduced 16.95%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
1,716
shares
|
$191,368
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
1,657
shares
|
$184,788
0.0% of portfolio
|
Q1 2024
Reduced 8.65%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,647
shares
|
$183,673
0.02% of portfolio
|
Q1 2024
Added 20.48%
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Feb 06, 2025 Q4 2024 |
1,616
shares
|
$180,216
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Feb 05, 2025 Q4 2024 |
1,415
shares
|
$157,800
0.25% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
1,183
shares
|
$131,928
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,152
shares
|
$128,471
0.0% of portfolio
|
Q2 2020
Added 17.11%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
1,067
shares
|
$118,991
0.01% of portfolio
|
Q1 2024
Reduced 6.97%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
950
shares
|
$105,944
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
938
shares
|
$104,605
0.0% of portfolio
|
Q4 2024
Reduced 24.05%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
900
shares
|
$100,368
0.02% of portfolio
|
Q3 2022
Reduced 14.29%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
880
shares
|
$98,137
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
638
shares
|
$71,149
0.0% of portfolio
|
Q2 2023
Reduced 43.29%
|
|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
614
shares
|
$68,473
0.01% of portfolio
|
Q1 2023
Reduced 5.54%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
588
shares
|
$65,573
0.04% of portfolio
|
Q4 2024
New holding
|