First Trust Us Equity Opportun FPX
Institutional shares held
3.17 Million
0
calls
0
puts
Total value of holdings
$410M
$0
calls
$0
puts
# of Institutions
183
We take great care to ensure that the data presented and summarized in this overview for FIRST TRUST US EQUITY OPPORTUN is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding FPX
View all-
Morgan Stanley New York, NY558KShares$72.3 Million0.0% of portfolio
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Lpl Financial LLC Fort Mill, SC292KShares$37.8 Million0.01% of portfolio
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Wells Fargo & Company San Francisco, CA261KShares$33.8 Million0.01% of portfolio
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Bank Of America Corp Charlotte, NC129KShares$16.7 Million0.0% of portfolio
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Cetera Investment Advisers Schaumburg, IL102KShares$13.3 Million0.03% of portfolio
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Commonwealth Equity Services, LLC89.9KShares$11.6 Million0.02% of portfolio
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Congress Wealth Management LLC Boston, MA78.8KShares$10.2 Million0.12% of portfolio
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Raymond James & Associates St Petersburg, FL77.3KShares$10 Million0.01% of portfolio
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Ubs Group Ag71.9KShares$9.31 Million0.0% of portfolio
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Cassia Capital Partners, LLC Winston Salem, NC67.8KShares$8.78 Million5.17% of portfolio