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 |
---|---|---|---|---|---|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Aug 12, 2024 Q2 2024 |
104
shares
|
$11,914
0.0% of portfolio
|
Q2 2020
New holding
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
104
shares
|
$11,914
0.0% of portfolio
|
Q2 2023
Reduced 50.71%
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
100
shares
|
$11,456
0.0% of portfolio
|
Q2 2024
New holding
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
100
shares
|
$11,456
0.0% of portfolio
|
Q1 2024
New holding
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
99
shares
|
$11,341
0.0% of portfolio
|
Q3 2024
New holding
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 14, 2024 Q2 2024 |
88
shares
|
$10,081
0.0% of portfolio
|
Q1 2024
Reduced 5.38%
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
70
shares
|
$8,019
0.0% of portfolio
|
Q3 2019
Reduced 26.32%
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
70
shares
|
$8,019
0.0% of portfolio
|
Q1 2023
Reduced 58.82%
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
63
shares
|
$7,217
0.0% of portfolio
|
Q4 2023
Reduced 5.97%
|
|
Fsa Wealth Management LLC
Needham, MA |
May 16, 2024 Q1 2024 |
51
shares
|
$5,842
0.0% of portfolio
|
Q4 2023
New holding
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 02, 2024 Q2 2024 |
50
shares
|
$5,728
0.0% of portfolio
|
Q4 2021
New holding
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
33
shares
|
$3,780
0.0% of portfolio
|
Q1 2024
Reduced 5.71%
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
29
shares
|
$3,322
0.0% of portfolio
|
Q2 2024
New holding
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 09, 2024 Q2 2024 |
25
shares
|
$2,864
0.0% of portfolio
|
Q2 2024
New holding
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
12
shares
|
$1,374
0.0% of portfolio
|
Q4 2023
New holding
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
8
shares
|
$916
0.0% of portfolio
|
Q4 2021
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
6
shares
|
$687
0.0% of portfolio
|
Q3 2023
New holding
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
1
shares
|
$114
0.0% of portfolio
|
Q2 2024
Reduced 75.0%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|