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 |
|---|---|---|---|---|---|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
5,258
shares
|
$834,917
0.08% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Rda Financial Network
|
Jul 03, 2025 Q2 2025 |
5,237
shares
|
$831,583
0.21% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
5,096
shares
|
$809,193
0.0% of portfolio
|
Q1 2025
Added 189.38%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
5,062
shares
|
$803,794
0.01% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
5,046
shares
|
$801,254
0.16% of portfolio
|
Q2 2022
Reduced 53.04%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
4,738
shares
|
$752,347
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
4,653
shares
|
$738,849
0.01% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
4,240
shares
|
$673,269
0.03% of portfolio
|
Q2 2025
Reduced 5.9%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
4,223
shares
|
$670,570
0.04% of portfolio
|
Q2 2025
Reduced 2.47%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
4,159
shares
|
$660,407
0.48% of portfolio
|
Q2 2025
Reduced 10.69%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
4,091
shares
|
$649,609
0.04% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
4,070
shares
|
$646,275
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
3,980
shares
|
$631,984
0.16% of portfolio
|
Q2 2022
Added 0.05%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
3,890
shares
|
$617,693
0.01% of portfolio
|
Q3 2022
Reduced 23.58%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
3,806
shares
|
$604,354
0.02% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Bka Wealth Consulting, Inc.
|
Jul 15, 2025 Q2 2025 |
3,538
shares
|
$561,799
0.51% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
3,472
shares
|
$551,318
0.23% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
3,377
shares
|
$536,233
0.19% of portfolio
|
Q1 2023
Reduced 16.88%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
3,265
shares
|
$518,449
0.04% of portfolio
|
Q2 2025
Added 172.31%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
3,108
shares
|
$493,519
0.16% of portfolio
|
Q4 2024
Reduced 31.8%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 18, 2025 Q2 2025 |
3,082
shares
|
$489,390
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
3,011
shares
|
$478,116
0.09% of portfolio
|
Q2 2025
Reduced 4.87%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
2,973
shares
|
$472,082
0.07% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
2,972
shares
|
$471,923
0.01% of portfolio
|
Q2 2025
Reduced 10.32%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,844
shares
|
$451,598
0.0% of portfolio
|
Q4 2024
Added 0.04%
|