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 175 institutions that hold shares in the stock, with a total of 3.13 Million shares, which have been reported (via 13F filing form) to have a value of $389 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
558,313
shares
|
$69.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
292,022
shares
|
$36.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.09%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
261,224
shares
|
$32.5 Million
0.01% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
129,178
shares
|
$16.1 Million
0.0% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
102,437
shares
|
$12.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 11.26%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
89,882
shares
|
$11.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.23%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
78,790
shares
|
$9.81 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
77,300
shares
|
$9.62 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
71,876
shares
|
$8.95 Million
0.0% of portfolio
|
Q3 2024
Added 32.95%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Oct 21, 2024 Q3 2024 |
69,305
shares
|
$8.63 Million
5.04% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
60,046
shares
|
$7.48 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
55,905
shares
|
$6.96 Million
0.0% of portfolio
|
Q3 2024
Reduced 34.16%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
53,090
shares
|
$6.61 Million
0.0% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
50,609
shares
|
$6.3 Million
0.35% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
47,751
shares
|
$5.94 Million
0.0% of portfolio
|
Q3 2024
Added 69.0%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
46,994
shares
|
$5.85 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
46,730
shares
|
$5.82 Million
1.21% of portfolio
|
Q2 2023
Reduced 9.01%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
45,404
shares
|
$5.65 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
42,029
shares
|
$5.23 Million
2.14% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
39,223
shares
|
$4.88 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.2%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
38,862
shares
|
$4.84 Million
0.0% of portfolio
|
Q3 2024
Added 192.72%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
37,925
shares
|
$4.72 Million
0.01% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
37,776
shares
|
$4.7 Million
1.86% of portfolio
|
Q4 2022
Reduced 4.31%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
35,231
shares
|
$4.39 Million
0.01% of portfolio
|
Q3 2024
Reduced 15.12%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
33,258
shares
|
$4.14 Million
0.01% of portfolio
|
Q3 2024
Reduced 32.32%
|