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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,235
shares
|
$153,757
0.0% of portfolio
|
Q3 2024
Added 103.13%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
1,198
shares
|
$149,151
0.01% of portfolio
|
Q2 2024
Reduced 13.75%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
1,183
shares
|
$147,283
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,152
shares
|
$143,424
0.0% of portfolio
|
Q2 2020
Added 17.11%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
1,067
shares
|
$132,841
0.01% of portfolio
|
Q1 2024
Reduced 6.97%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
991
shares
|
$123,379
0.0% of portfolio
|
Q3 2024
Reduced 22.82%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
950
shares
|
$118,275
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
City Holding CO
|
Oct 08, 2024 Q3 2024 |
900
shares
|
$112,050
0.01% of portfolio
|
Q3 2022
Reduced 14.29%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
638
shares
|
$79,431
0.0% of portfolio
|
Q2 2023
Reduced 43.29%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
614
shares
|
$76,443
0.01% of portfolio
|
Q1 2023
Reduced 5.54%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
601
shares
|
$74,824
0.0% of portfolio
|
Q1 2023
Added 3.44%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
573
shares
|
$71,338
0.04% of portfolio
|
Q3 2024
Reduced 13.05%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
567
shares
|
$70,591
0.08% of portfolio
|
Q3 2021
New holding
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Oct 29, 2024 Q3 2024 |
565
shares
|
$70,342
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
477
shares
|
$59,386
0.0% of portfolio
|
Q1 2024
Added 14.11%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
476
shares
|
$59,262
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Oct 23, 2024 Q3 2024 |
470
shares
|
$58,515
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
444
shares
|
$55,278
0.0% of portfolio
|
Q3 2024
Added 34.55%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
440
shares
|
$54,780
0.0% of portfolio
|
Q1 2023
Reduced 1.12%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
400
shares
|
$49,800
0.0% of portfolio
|
Q1 2023
Reduced 24.67%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
384
shares
|
$47,808
0.01% of portfolio
|
Q1 2024
Reduced 11.93%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
350
shares
|
$43,575
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
325
shares
|
$40,462
0.0% of portfolio
|
Q1 2024
Reduced 30.11%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
274
shares
|
$34,113
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
243
shares
|
$30,253
0.0% of portfolio
|
Q1 2024
New holding
|