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 203 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 $574 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,152
shares
|
$192,337
0.0% of portfolio
|
Q2 2020
Added 17.11%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,067
shares
|
$178,146
0.01% of portfolio
|
Q1 2024
Reduced 6.97%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,044
shares
|
$174,306
0.0% of portfolio
|
Q2 2025
Added 36.29%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
965
shares
|
$161,116
0.0% of portfolio
|
Q2 2025
Reduced 21.99%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
950
shares
|
$158,612
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
900
shares
|
$150,264
0.02% of portfolio
|
Q3 2022
Reduced 14.29%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
758
shares
|
$126,555
0.0% of portfolio
|
Q1 2025
Reduced 54.25%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
638
shares
|
$106,520
0.01% of portfolio
|
Q3 2025
Added 17.28%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
573
shares
|
$95,668
0.04% of portfolio
|
Q3 2024
Reduced 13.05%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
567
shares
|
$94,666
0.08% of portfolio
|
Q3 2021
New holding
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jul 22, 2025 Q2 2025 |
565
shares
|
$94,332
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
543
shares
|
$90,659
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
440
shares
|
$73,462
0.0% of portfolio
|
Q2 2025
Reduced 72.12%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
410
shares
|
$68,453
0.0% of portfolio
|
Q2 2025
Reduced 14.41%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
400
shares
|
$66,784
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
400
shares
|
$66,784
0.0% of portfolio
|
Q1 2023
Reduced 24.67%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
384
shares
|
$64,112
0.01% of portfolio
|
Q1 2024
Reduced 11.93%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
367
shares
|
$61,274
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
355
shares
|
$59,270
0.0% of portfolio
|
Q1 2025
Added 9.23%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
350
shares
|
$58,436
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
300
shares
|
$50,088
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
274
shares
|
$45,747
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
243
shares
|
$40,571
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
236
shares
|
$39,402
0.0% of portfolio
|
Q2 2025
Reduced 6.72%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
230
shares
|
$38,400
0.0% of portfolio
|
Q2 2025
Reduced 54.64%
|