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 |
|---|---|---|---|---|---|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
2,035
shares
|
$282,661
0.01% of portfolio
|
Q1 2025
Reduced 12.47%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
2,003
shares
|
$278,216
0.0% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
1,855
shares
|
$257,659
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Apr 16, 2025 Q1 2025 |
1,841
shares
|
$255,714
0.19% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
1,578
shares
|
$219,184
0.0% of portfolio
|
Q1 2025
Added 258.64%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
1,415
shares
|
$196,543
0.23% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,237
shares
|
$171,819
0.0% of portfolio
|
Q1 2025
Reduced 28.7%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
1,199
shares
|
$166,541
0.01% of portfolio
|
Q1 2025
Added 119800.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,152
shares
|
$160,012
0.0% of portfolio
|
Q2 2020
Added 17.11%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,067
shares
|
$148,206
0.01% of portfolio
|
Q1 2024
Reduced 6.97%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
950
shares
|
$131,955
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
900
shares
|
$125,010
0.01% of portfolio
|
Q3 2022
Reduced 14.29%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
831
shares
|
$115,425
0.0% of portfolio
|
Q1 2025
Added 662.39%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
766
shares
|
$106,397
0.0% of portfolio
|
Q1 2025
Reduced 18.34%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
758
shares
|
$105,286
0.0% of portfolio
|
Q1 2025
Reduced 54.25%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
638
shares
|
$88,618
0.0% of portfolio
|
Q2 2023
Reduced 43.29%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
573
shares
|
$79,589
0.04% of portfolio
|
Q3 2024
Reduced 13.05%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
567
shares
|
$78,756
0.08% of portfolio
|
Q3 2021
New holding
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
565
shares
|
$78,478
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
543
shares
|
$75,422
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
521
shares
|
$72,366
0.01% of portfolio
|
Q1 2025
Reduced 68.37%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
507
shares
|
$70,422
0.0% of portfolio
|
Q4 2024
Added 6.29%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
479
shares
|
$66,533
0.0% of portfolio
|
Q1 2025
Added 20.96%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
400
shares
|
$55,560
0.0% of portfolio
|
Q1 2023
Reduced 24.67%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
384
shares
|
$53,337
0.01% of portfolio
|
Q1 2024
Reduced 11.93%
|