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 189 institutions that hold shares in the stock, with a total of 3.41 Million shares, which have been reported (via 13F filing form) to have a value of $498 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
2,035
shares
|
$296,906
0.01% of portfolio
|
Q1 2025
Reduced 12.47%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
2,003
shares
|
$292,237
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
|
$270,644
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Apr 16, 2025 Q1 2025 |
1,841
shares
|
$268,601
0.19% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jul 23, 2025 Q2 2025 |
1,772
shares
|
$258,534
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
1,716
shares
|
$250,364
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
1,698
shares
|
$247,738
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
1,616
shares
|
$235,774
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Clarus Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
1,474
shares
|
$215,056
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
1,424
shares
|
$207,761
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
1,415
shares
|
$206,448
0.23% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
1,412
shares
|
$206,010
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,237
shares
|
$180,478
0.0% of portfolio
|
Q1 2025
Reduced 28.7%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,152
shares
|
$168,076
0.0% of portfolio
|
Q2 2020
Added 17.11%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,067
shares
|
$155,675
0.01% of portfolio
|
Q1 2024
Reduced 6.97%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
950
shares
|
$138,605
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
900
shares
|
$131,310
0.02% of portfolio
|
Q3 2022
Reduced 14.29%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
831
shares
|
$121,242
0.0% of portfolio
|
Q1 2025
Added 662.39%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
766
shares
|
$111,759
0.0% of portfolio
|
Q1 2025
Reduced 18.34%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
758
shares
|
$110,592
0.0% of portfolio
|
Q1 2025
Reduced 54.25%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
638
shares
|
$93,084
0.0% of portfolio
|
Q2 2023
Reduced 43.29%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
573
shares
|
$83,600
0.04% of portfolio
|
Q3 2024
Reduced 13.05%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
567
shares
|
$82,725
0.08% of portfolio
|
Q3 2021
New holding
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jul 22, 2025 Q2 2025 |
565
shares
|
$82,433
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
543
shares
|
$79,223
0.03% of portfolio
|
Q1 2025
New holding
|