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 |
---|---|---|---|---|---|
Keystone Financial Group, Inc.
Atlanta, GA |
May 07, 2025 Q1 2025 |
25
shares
|
$3,472
0.0% of portfolio
|
Q1 2025
New holding
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
20
shares
|
$2,778
0.0% of portfolio
|
Q1 2025
New holding
|
|
Wolff Wiese Magana LLC
|
Apr 22, 2025 Q1 2025 |
8
shares
|
$1,111
0.0% of portfolio
|
Q4 2021
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
6
shares
|
$833
0.0% of portfolio
|
Q3 2023
New holding
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
3
shares
|
$416
0.0% of portfolio
|
Q1 2025
New holding
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
1
shares
|
$138
0.0% of portfolio
|
Q1 2025
New holding
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
1
shares
|
$138
0.0% of portfolio
|
Q1 2025
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|