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 |
|---|---|---|---|---|---|
|
Integrity Alliance, Llc.
Urbandale, IA |
Aug 04, 2025 Q2 2025 |
2,836
shares
|
$450,328
0.02% of portfolio
|
Q2 2025
Reduced 73.04%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
2,786
shares
|
$442,388
0.0% of portfolio
|
Q2 2025
Added 7.98%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
2,749
shares
|
$436,513
0.0% of portfolio
|
Q2 2024
Reduced 3.0%
|
|
|
October Effect LTD
Virginia Beach, VA |
Aug 11, 2025 Q2 2025 |
2,736
shares
|
$434,449
0.48% of portfolio
|
Q2 2025
New holding
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
2,651
shares
|
$420,952
0.01% of portfolio
|
Q2 2025
Added 30.27%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
2,649
shares
|
$420,634
0.02% of portfolio
|
Q3 2024
Added 34.67%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
2,637
shares
|
$418,729
0.03% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
2,580
shares
|
$409,678
0.01% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
2,567
shares
|
$407,613
0.0% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
2,482
shares
|
$394,116
0.0% of portfolio
|
Q3 2023
Reduced 79.84%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
2,413
shares
|
$383,160
0.0% of portfolio
|
Q1 2025
Reduced 19.46%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
2,395
shares
|
$380,302
0.02% of portfolio
|
Q2 2024
Reduced 7.71%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
2,351
shares
|
$373,315
0.25% of portfolio
|
Q3 2024
Reduced 91.52%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
2,337
shares
|
$371,092
0.01% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jul 30, 2025 Q2 2025 |
2,327
shares
|
$369,504
0.18% of portfolio
|
Q4 2024
Reduced 8.35%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
2,308
shares
|
$366,487
0.02% of portfolio
|
Q2 2025
Reduced 10.99%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
2,279
shares
|
$361,882
0.0% of portfolio
|
Q2 2025
Reduced 12.65%
|
|
|
Intrua Financial, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
2,271
shares
|
$360,612
0.05% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
2,200
shares
|
$349,338
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
2,189
shares
|
$347,591
0.0% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Smart Portfolios, LLC
Seattle, WA |
Jul 28, 2025 Q2 2025 |
2,120
shares
|
$336,634
0.34% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Purus Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
2,117
shares
|
$336,158
0.11% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
2,089
shares
|
$331,712
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
2,072
shares
|
$329,012
0.0% of portfolio
|
Q1 2025
Reduced 11.94%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
2,050
shares
|
$325,519
0.0% of portfolio
|
Q3 2022
New holding
|