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 |
|---|---|---|---|---|---|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
227
shares
|
$37,899
0.01% of portfolio
|
Q2 2025
Added 238.81%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
216
shares
|
$36,063
0.0% of portfolio
|
Q2 2025
Reduced 33.13%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
192
shares
|
$32,056
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
177
shares
|
$29,551
0.01% of portfolio
|
Q1 2023
Added 836.16%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
175
shares
|
$29,218
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
167
shares
|
$27,882
0.0% of portfolio
|
Q3 2025
Reduced 16.5%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
150
shares
|
$25,044
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
140
shares
|
$23,374
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
100
shares
|
$16,696
0.0% of portfolio
|
Q1 2025
Reduced 99.11%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
99
shares
|
$16,529
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
95
shares
|
$15,861
0.0% of portfolio
|
Q4 2024
Reduced 84.19%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
86
shares
|
$14,358
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
82
shares
|
$13,690
0.0% of portfolio
|
Q1 2025
Added 17.14%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
75
shares
|
$12,522
0.0% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
71
shares
|
$11,854
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
70
shares
|
$11,687
0.0% of portfolio
|
Q3 2019
Reduced 26.32%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
70
shares
|
$11,687
0.0% of portfolio
|
Q1 2023
Reduced 58.82%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
63
shares
|
$10,518
0.0% of portfolio
|
Q4 2023
Reduced 5.97%
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
44
shares
|
$7,346
0.01% of portfolio
|
Q3 2024
Reduced 77.08%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
33
shares
|
$5,509
0.0% of portfolio
|
Q1 2024
Reduced 5.71%
|
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2025 Q2 2025 |
27
shares
|
$4,507
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
27
shares
|
$4,507
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
16
shares
|
$2,671
0.0% of portfolio
|
Q3 2025
Reduced 11.11%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
8
shares
|
$1,335
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
6
shares
|
$1,001
0.0% of portfolio
|
Q3 2023
New holding
|