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 169 institutions that hold shares in the stock, with a total of 3.18 Million shares, which have been reported (via 13F filing form) to have a value of $364 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
900
shares
|
$103,104
0.01% of portfolio
|
Q3 2022
Reduced 14.29%
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 20, 2024 Q4 2023 |
784
shares
|
$89,815
0.07% of portfolio
|
Q4 2023
New holding
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
638
shares
|
$73,089
0.0% of portfolio
|
Q2 2023
Reduced 43.29%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
624
shares
|
$71,485
0.01% of portfolio
|
Q2 2024
New holding
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
614
shares
|
$70,339
0.01% of portfolio
|
Q1 2023
Reduced 5.54%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
608
shares
|
$69,652
0.0% of portfolio
|
Q3 2023
Reduced 53.19%
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
601
shares
|
$68,850
0.0% of portfolio
|
Q1 2023
Added 3.44%
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
573
shares
|
$65,642
0.04% of portfolio
|
Q3 2024
Reduced 13.05%
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
567
shares
|
$64,955
0.08% of portfolio
|
Q3 2021
New holding
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Aug 08, 2024 Q2 2024 |
565
shares
|
$64,726
0.03% of portfolio
|
Q4 2020
New holding
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
500
shares
|
$57,280
0.0% of portfolio
|
Q2 2024
Reduced 23.08%
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
477
shares
|
$54,645
0.0% of portfolio
|
Q1 2024
Added 14.11%
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 12, 2024 Q2 2024 |
476
shares
|
$54,530
0.03% of portfolio
|
Q4 2023
New holding
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
440
shares
|
$50,406
0.0% of portfolio
|
Q1 2023
Reduced 1.12%
|
|
Sandy Spring Bank
|
Aug 06, 2024 Q2 2024 |
400
shares
|
$45,824
0.0% of portfolio
|
Q1 2023
Reduced 24.67%
|
|
Gps Wealth Strategies Group, LLC
|
Jul 16, 2024 Q2 2024 |
384
shares
|
$43,991
0.01% of portfolio
|
Q1 2024
Reduced 11.93%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
330
shares
|
$37,804
0.0% of portfolio
|
Q1 2024
Reduced 25.68%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
325
shares
|
$37,232
0.0% of portfolio
|
Q1 2024
Reduced 30.11%
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
274
shares
|
$31,389
0.0% of portfolio
|
Q4 2021
New holding
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
243
shares
|
$27,838
0.0% of portfolio
|
Q1 2024
New holding
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
232
shares
|
$26,577
0.01% of portfolio
|
Q3 2024
New holding
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Aug 14, 2024 Q2 2024 |
192
shares
|
$21,995
0.01% of portfolio
|
Q2 2024
Reduced 16.16%
|
|
Prestige Wealth Management Group LLC
|
Aug 06, 2024 Q2 2024 |
177
shares
|
$20,277
0.0% of portfolio
|
Q1 2023
Added 836.16%
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
140
shares
|
$16,038
0.0% of portfolio
|
Q2 2023
New holding
|
|
Hazlett, Burt & Watson, Inc.
|
Aug 07, 2024 Q2 2024 |
117
shares
|
$13,403
0.01% of portfolio
|
Q1 2023
New holding
|