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 204 institutions that hold shares in the stock, with a total of 3.44 Million shares, which have been reported (via 13F filing form) to have a value of $575 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
2,089
shares
|
$348,779
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
2,072
shares
|
$345,941
0.0% of portfolio
|
Q1 2025
Reduced 11.94%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
2,050
shares
|
$342,268
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
2,041
shares
|
$340,765
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
2,033
shares
|
$339,429
0.01% of portfolio
|
Q3 2025
Added 23.81%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
2,003
shares
|
$334,420
0.0% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
1,930
shares
|
$322,232
0.01% of portfolio
|
Q2 2025
Reduced 38.52%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,916
shares
|
$319,895
0.01% of portfolio
|
Q2 2025
Reduced 9.71%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
1,855
shares
|
$309,710
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Oct 06, 2025 Q3 2025 |
1,852
shares
|
$309,209
0.47% of portfolio
|
Q3 2025
Reduced 73.75%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
1,783
shares
|
$297,689
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Oct 14, 2025 Q3 2025 |
1,772
shares
|
$295,853
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
1,716
shares
|
$286,503
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
1,616
shares
|
$269,807
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
1,577
shares
|
$263,295
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Oct 24, 2025 Q3 2025 |
1,506
shares
|
$251,441
0.17% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Clarus Wealth Advisors
|
Oct 06, 2025 Q3 2025 |
1,474
shares
|
$246,099
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
1,428
shares
|
$238,418
0.07% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
1,427
shares
|
$238,251
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
1,412
shares
|
$235,747
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Accel Wealth Management
|
Oct 07, 2025 Q3 2025 |
1,408
shares
|
$235,079
0.07% of portfolio
|
Q3 2025
Reduced 17.08%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
1,403
shares
|
$234,244
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Willner & Heller, LLC
|
Oct 16, 2025 Q3 2025 |
1,331
shares
|
$222,223
0.18% of portfolio
|
Q3 2025
New holding
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
1,311
shares
|
$218,884
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
1,233
shares
|
$205,861
0.03% of portfolio
|
Q3 2025
New holding
|