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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
521
shares
|
$76,013
0.01% of portfolio
|
Q1 2025
Reduced 68.37%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
507
shares
|
$73,971
0.0% of portfolio
|
Q4 2024
Added 6.29%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
479
shares
|
$69,886
0.0% of portfolio
|
Q1 2025
Added 20.96%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
440
shares
|
$64,196
0.0% of portfolio
|
Q2 2025
Reduced 72.12%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
400
shares
|
$58,360
0.0% of portfolio
|
Q1 2023
Reduced 24.67%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
384
shares
|
$56,025
0.01% of portfolio
|
Q1 2024
Reduced 11.93%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
355
shares
|
$51,794
0.0% of portfolio
|
Q1 2025
Added 9.23%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
350
shares
|
$51,065
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
323
shares
|
$47,125
0.0% of portfolio
|
Q4 2024
Reduced 67.41%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
314
shares
|
$45,812
0.01% of portfolio
|
Q1 2025
Reduced 48.86%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
274
shares
|
$39,976
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
253
shares
|
$36,912
0.0% of portfolio
|
Q1 2025
Reduced 39.33%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
200
shares
|
$29,180
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
192
shares
|
$28,012
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
177
shares
|
$25,824
0.0% of portfolio
|
Q1 2023
Added 836.16%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
140
shares
|
$20,426
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
104
shares
|
$15,173
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
100
shares
|
$14,590
0.0% of portfolio
|
Q1 2025
Reduced 99.11%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
99
shares
|
$14,444
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
95
shares
|
$13,860
0.0% of portfolio
|
Q4 2024
Reduced 84.19%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
86
shares
|
$12,547
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
82
shares
|
$11,963
0.0% of portfolio
|
Q1 2025
Added 17.14%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
74
shares
|
$10,796
0.0% of portfolio
|
Q1 2025
Added 7.25%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
70
shares
|
$10,213
0.0% of portfolio
|
Q3 2019
Reduced 26.32%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
70
shares
|
$10,213
0.0% of portfolio
|
Q1 2023
Reduced 58.82%
|