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 183 institutions that hold shares in the stock, with a total of 3.42 Million shares, which have been reported (via 13F filing form) to have a value of $478 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
355
shares
|
$49,309
0.0% of portfolio
|
Q1 2025
Added 9.23%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
350
shares
|
$48,615
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
323
shares
|
$44,864
0.0% of portfolio
|
Q4 2024
Reduced 67.41%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
314
shares
|
$43,614
0.01% of portfolio
|
Q1 2025
Reduced 48.86%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
274
shares
|
$38,058
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
253
shares
|
$35,141
0.0% of portfolio
|
Q1 2025
Reduced 39.33%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
243
shares
|
$33,752
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
200
shares
|
$27,780
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
192
shares
|
$26,668
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
177
shares
|
$24,585
0.0% of portfolio
|
Q1 2023
Added 836.16%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
140
shares
|
$19,446
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
104
shares
|
$14,445
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
99
shares
|
$13,751
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
95
shares
|
$13,195
0.0% of portfolio
|
Q4 2024
Reduced 84.19%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
86
shares
|
$11,945
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
82
shares
|
$11,389
0.0% of portfolio
|
Q1 2025
Added 17.14%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
74
shares
|
$10,278
0.0% of portfolio
|
Q1 2025
Added 7.25%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
70
shares
|
$9,723
0.0% of portfolio
|
Q3 2019
Reduced 26.32%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
70
shares
|
$9,723
0.0% of portfolio
|
Q1 2023
Reduced 58.82%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
67
shares
|
$9,306
0.0% of portfolio
|
Q3 2024
Reduced 42.74%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
63
shares
|
$8,750
0.0% of portfolio
|
Q4 2023
Reduced 5.97%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
44
shares
|
$6,111
0.01% of portfolio
|
Q3 2024
Reduced 77.08%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
33
shares
|
$4,583
0.0% of portfolio
|
Q1 2024
Reduced 5.71%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
27
shares
|
$3,750
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Swan Capital LLC
Pensacola, FL |
May 23, 2025 Q1 2025 |
27
shares
|
$3,750
0.0% of portfolio
|
Q1 2025
New holding
|