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 172 institutions that hold shares in the stock, with a total of 3.52 Million shares, which have been reported (via 13F filing form) to have a value of $351 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
583,112
shares
|
$58.1 Million
0.01% of portfolio
|
Q1 2024
Reduced 8.13%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
338,636
shares
|
$33.7 Million
0.02% of portfolio
|
Q1 2024
Reduced 2.43%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
259,919
shares
|
$25.9 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.67%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
130,004
shares
|
$13 Million
0.03% of portfolio
|
Q1 2024
Added 159.46%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
126,838
shares
|
$12.6 Million
0.0% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
104,773
shares
|
$10.4 Million
0.02% of portfolio
|
Q1 2024
Reduced 10.44%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2024 Q1 2024 |
92,733
shares
|
$9.24 Million
1.09% of portfolio
|
Q1 2024
Reduced 0.28%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
85,374
shares
|
$8.5 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.29%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
83,730
shares
|
$8.34 Million
0.01% of portfolio
|
Q1 2024
Reduced 6.78%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 08, 2024 Q1 2024 |
71,526
shares
|
$7.13 Million
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
71,378
shares
|
$7.11 Million
0.3% of portfolio
|
Q1 2024
Closed
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Apr 22, 2024 Q1 2024 |
68,367
shares
|
$6.81 Million
4.81% of portfolio
|
Q1 2024
Added 6.48%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
67,026
shares
|
$6.68 Million
0.0% of portfolio
|
Q1 2024
Reduced 12.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
59,911
shares
|
$5.97 Million
0.01% of portfolio
|
Q1 2024
Reduced 18.15%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
59,293
shares
|
$5.91 Million
0.02% of portfolio
|
Q1 2024
Reduced 11.1%
|
|
|
Good Life Advisors, LLC
|
May 02, 2024 Q1 2024 |
56,384
shares
|
$5.62 Million
0.53% of portfolio
|
Q1 2024
Reduced 0.68%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
54,465
shares
|
$5.43 Million
0.0% of portfolio
|
Q1 2024
Reduced 3.2%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
52,111
shares
|
$5.19 Million
0.0% of portfolio
|
Q1 2024
Added 2.22%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
51,349
shares
|
$5.12 Million
0.01% of portfolio
|
Q1 2024
Reduced 22.7%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
48,303
shares
|
$4.81 Million
0.02% of portfolio
|
Q1 2024
Reduced 33.29%
|
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
47,307
shares
|
$4.71 Million
0.01% of portfolio
|
Q1 2024
Reduced 18.89%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
46,730
shares
|
$4.66 Million
1.21% of portfolio
|
Q2 2023
Reduced 9.01%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
46,565
shares
|
$4.64 Million
0.01% of portfolio
|
Q1 2024
Added 0.29%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 23, 2024 Q1 2024 |
44,207
shares
|
$4.4 Million
2.6% of portfolio
|
Q1 2024
Reduced 5.79%
|
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
39,379
shares
|
$3.92 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.23%
|
|