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 |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
30,863
shares
|
$3.84 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
28,398
shares
|
$3.54 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.78%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
28,179
shares
|
$3.51 Million
0.03% of portfolio
|
Q3 2024
Added 1114.09%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
27,069
shares
|
$3.37 Million
0.02% of portfolio
|
Q3 2024
Reduced 15.05%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
23,116
shares
|
$2.88 Million
0.15% of portfolio
|
Q3 2024
Reduced 2.24%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
20,788
shares
|
$2.59 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.78%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
19,303
shares
|
$2.4 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 04, 2024 Q3 2024 |
19,166
shares
|
$2.39 Million
1.17% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
18,185
shares
|
$2.26 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.91%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 10, 2024 Q3 2024 |
16,232
shares
|
$2.02 Million
1.61% of portfolio
|
Q3 2024
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
16,078
shares
|
$2 Million
0.28% of portfolio
|
Q3 2024
Reduced 6.27%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
15,484
shares
|
$1.93 Million
0.56% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
13,607
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2024
Added 34.74%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
13,295
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2024
Added 7.84%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
12,523
shares
|
$1.56 Million
0.0% of portfolio
|
Q3 2024
Reduced 74.38%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
12,329
shares
|
$1.53 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.45%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 07, 2024 Q3 2024 |
12,267
shares
|
$1.53 Million
0.76% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
12,193
shares
|
$1.52 Million
0.02% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
11,020
shares
|
$1.37 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.13%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
9,885
shares
|
$1.23 Million
0.42% of portfolio
|
Q1 2023
Reduced 0.25%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
9,710
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2024
Reduced 23.95%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
8,309
shares
|
$1.03 Million
0.54% of portfolio
|
Q3 2024
Reduced 5.35%
|
|
|
Pcg Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
8,148
shares
|
$1.01 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
8,001
shares
|
$996,124
0.02% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
7,988
shares
|
$994,506
0.08% of portfolio
|
Q3 2024
Reduced 91.25%
|