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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
4,956
shares
|
$617,022
0.0% of portfolio
|
Q3 2024
Reduced 5.09%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
4,905
shares
|
$610,672
0.01% of portfolio
|
Q3 2024
Reduced 14.11%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
4,620
shares
|
$575,190
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
4,557
shares
|
$567,346
0.2% of portfolio
|
Q2 2024
Reduced 14.13%
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Oct 24, 2024 Q3 2024 |
4,547
shares
|
$566,101
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
4,469
shares
|
$556,390
0.07% of portfolio
|
Q1 2023
Reduced 10.6%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
4,443
shares
|
$553,153
0.01% of portfolio
|
Q3 2024
Added 9.79%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
4,088
shares
|
$508,956
0.03% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
3,980
shares
|
$495,510
0.16% of portfolio
|
Q2 2022
Added 0.05%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
3,916
shares
|
$487,542
0.01% of portfolio
|
Q3 2024
Added 3.08%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
3,890
shares
|
$484,305
0.01% of portfolio
|
Q3 2022
Reduced 23.58%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
3,883
shares
|
$483,433
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
3,857
shares
|
$480,196
0.0% of portfolio
|
Q3 2024
Reduced 39.55%
|
|
|
Eclectic Associates Inc
|
Oct 04, 2024 Q3 2024 |
3,622
shares
|
$450,939
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Bka Wealth Consulting, Inc.
|
Oct 08, 2024 Q3 2024 |
3,565
shares
|
$443,842
0.43% of portfolio
|
Q1 2024
Added 0.03%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
3,377
shares
|
$420,436
0.19% of portfolio
|
Q1 2023
Reduced 16.88%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
3,331
shares
|
$414,709
0.01% of portfolio
|
Q3 2024
Reduced 3.28%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 29, 2024 Q3 2024 |
3,329
shares
|
$414,460
0.08% of portfolio
|
Q4 2022
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
3,132
shares
|
$389,934
0.0% of portfolio
|
Q3 2024
Reduced 6.87%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
3,120
shares
|
$388,440
0.01% of portfolio
|
Q3 2024
Reduced 21.13%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
3,085
shares
|
$384,082
0.0% of portfolio
|
Q3 2024
Reduced 42.07%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
3,048
shares
|
$379,476
0.0% of portfolio
|
Q3 2024
Reduced 11.19%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
2,971
shares
|
$369,889
0.06% of portfolio
|
Q3 2024
Added 99.93%
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
2,967
shares
|
$369,391
0.07% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Alpha Omega Group, Inc.
|
Nov 12, 2024 Q3 2024 |
2,953
shares
|
$367,648
0.46% of portfolio
|
Q3 2024
Added 0.1%
|