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 197 institutions that hold shares in the stock, with a total of 3.42 Million shares, which have been reported (via 13F filing form) to have a value of $543 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pcg Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
7,995
shares
|
$1.27 Million
0.6% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
7,953
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2025
Added 103.04%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
7,949
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2025
Added 64.07%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
7,813
shares
|
$1.24 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
7,809
shares
|
$1.24 Million
0.01% of portfolio
|
Q2 2025
Added 196.58%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
7,363
shares
|
$1.17 Million
0.0% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
7,082
shares
|
$1.12 Million
0.01% of portfolio
|
Q2 2025
Added 231.09%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Aug 15, 2025 Q2 2025 |
7,054
shares
|
$1.12 Million
0.2% of portfolio
|
Q2 2025
Added 283.16%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
7,030
shares
|
$1.12 Million
0.19% of portfolio
|
Q2 2025
Reduced 36.95%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
6,849
shares
|
$1.09 Million
0.78% of portfolio
|
Q2 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
6,834
shares
|
$1.09 Million
0.03% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
Jul 25, 2025 Q2 2025 |
6,791
shares
|
$1.08 Million
0.64% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
6,747
shares
|
$1.07 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
6,603
shares
|
$1.05 Million
0.59% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
6,482
shares
|
$1.03 Million
0.05% of portfolio
|
Q1 2022
Added 11.53%
|
|
|
Investors Research Corp
|
Jul 07, 2025 Q2 2025 |
6,100
shares
|
$968,619
0.18% of portfolio
|
Q3 2024
Reduced 0.89%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
6,076
shares
|
$964,808
0.02% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
5,933
shares
|
$942,101
0.24% of portfolio
|
Q2 2025
Reduced 8.96%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
5,895
shares
|
$936,067
0.12% of portfolio
|
Q2 2023
Reduced 2.96%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
5,681
shares
|
$902,085
0.02% of portfolio
|
Q2 2025
Added 13.87%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
5,681
shares
|
$902,085
0.03% of portfolio
|
Q2 2025
Added 12.07%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
5,507
shares
|
$874,456
0.23% of portfolio
|
Q1 2025
Reduced 8.32%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
5,469
shares
|
$868,422
0.11% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
5,428
shares
|
$861,912
0.01% of portfolio
|
Q2 2024
Reduced 18.77%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
5,324
shares
|
$845,397
0.32% of portfolio
|
Q1 2024
Added 1.08%
|