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 198 institutions that hold shares in the stock, with a total of 3.26 Million shares, which have been reported (via 13F filing form) to have a value of $366 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Jan 21, 2025 Q4 2024 |
8,750
shares
|
$980,700
0.21% of portfolio
|
Q4 2024
Added 41.68%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
8,635
shares
|
$967,810
0.01% of portfolio
|
Q4 2024
Reduced 11.07%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
8,115
shares
|
$909,529
0.38% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
8,094
shares
|
$907,175
0.56% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
7,813
shares
|
$875,681
0.02% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
6,934
shares
|
$777,162
0.03% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
6,866
shares
|
$769,541
0.27% of portfolio
|
Q4 2024
Reduced 4.37%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Apr 08, 2025 Q1 2025 |
6,771
shares
|
$758,893
0.52% of portfolio
|
Q1 2025
Added 11.62%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
6,735
shares
|
$754,858
0.0% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
6,603
shares
|
$740,064
0.59% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
6,517
shares
|
$730,425
0.05% of portfolio
|
Q4 2024
Reduced 18.42%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
6,482
shares
|
$726,502
0.05% of portfolio
|
Q1 2022
Added 11.53%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
6,100
shares
|
$683,688
0.15% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
6,067
shares
|
$679,989
0.05% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
6,030
shares
|
$675,842
0.1% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Concentrum Wealth Management
|
Feb 13, 2025 Q4 2024 |
6,007
shares
|
$673,264
0.25% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
5,965
shares
|
$668,557
0.01% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
5,895
shares
|
$660,711
0.12% of portfolio
|
Q2 2023
Reduced 2.96%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
5,804
shares
|
$650,512
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Jan 21, 2025 Q4 2024 |
5,590
shares
|
$626,527
0.1% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
5,488
shares
|
$615,095
0.07% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,428
shares
|
$608,370
0.01% of portfolio
|
Q2 2024
Reduced 18.77%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
5,340
shares
|
$598,507
0.01% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
5,324
shares
|
$596,713
0.32% of portfolio
|
Q1 2024
Added 1.08%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
5,277
shares
|
$591,446
0.19% of portfolio
|
Q4 2024
Reduced 0.99%
|