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 |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
2,915
shares
|
$362,421
0.0% of portfolio
|
Q3 2024
Added 40.28%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,843
shares
|
$353,470
0.0% of portfolio
|
Q3 2024
Reduced 20.16%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
2,749
shares
|
$341,783
0.0% of portfolio
|
Q2 2024
Reduced 3.0%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
2,719
shares
|
$338,053
0.03% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
2,706
shares
|
$336,436
0.11% of portfolio
|
Q3 2024
Reduced 22.88%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
2,652
shares
|
$329,723
0.01% of portfolio
|
Q2 2024
Reduced 9.8%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
2,649
shares
|
$329,350
0.02% of portfolio
|
Q3 2024
Added 34.67%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Nov 12, 2024 Q3 2024 |
2,539
shares
|
$315,673
0.18% of portfolio
|
Q1 2024
Reduced 1.01%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
2,482
shares
|
$308,587
0.0% of portfolio
|
Q3 2023
Reduced 79.84%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
2,413
shares
|
$300,008
0.0% of portfolio
|
Q3 2024
Added 5.74%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
2,395
shares
|
$297,770
0.02% of portfolio
|
Q2 2024
Reduced 7.71%
|
|
|
Cottonwood Capital Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
2,351
shares
|
$292,299
0.2% of portfolio
|
Q3 2024
Reduced 91.52%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
2,340
shares
|
$290,932
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,275
shares
|
$282,850
0.01% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Purus Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,202
shares
|
$273,774
0.1% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
2,200
shares
|
$273,526
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Oct 30, 2024 Q3 2024 |
2,155
shares
|
$267,931
0.26% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
2,089
shares
|
$259,725
0.0% of portfolio
|
Q3 2024
Reduced 27.11%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
2,050
shares
|
$254,876
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
2,007
shares
|
$249,530
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
1,962
shares
|
$243,935
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
1,855
shares
|
$230,632
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
1,657
shares
|
$206,014
0.0% of portfolio
|
Q1 2024
Reduced 8.65%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,647
shares
|
$204,771
0.02% of portfolio
|
Q1 2024
Added 20.48%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
1,414
shares
|
$175,802
0.23% of portfolio
|
Q3 2024
Reduced 38.92%
|