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 |
|---|---|---|---|---|---|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
2,003
shares
|
$318,056
0.0% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
1,930
shares
|
$306,464
0.01% of portfolio
|
Q2 2025
Reduced 38.52%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,916
shares
|
$304,241
0.01% of portfolio
|
Q2 2025
Reduced 9.71%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
1,855
shares
|
$294,555
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
1,783
shares
|
$283,122
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Integris Wealth Management, LLC
Monterey, CA |
Jul 23, 2025 Q2 2025 |
1,772
shares
|
$281,375
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
1,716
shares
|
$272,483
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Accel Wealth Management
|
Jul 21, 2025 Q2 2025 |
1,698
shares
|
$269,625
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
1,642
shares
|
$260,733
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Jul 11, 2025 Q2 2025 |
1,616
shares
|
$256,604
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
1,577
shares
|
$250,411
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cannon Advisors, Inc.
Charlotte, NC |
Aug 11, 2025 Q2 2025 |
1,501
shares
|
$238,343
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Clarus Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
1,474
shares
|
$234,056
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
1,427
shares
|
$226,593
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tru Independence LLC
|
Jul 15, 2025 Q2 2025 |
1,424
shares
|
$226,116
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
1,412
shares
|
$224,211
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
1,403
shares
|
$222,782
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,152
shares
|
$182,926
0.0% of portfolio
|
Q2 2020
Added 17.11%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
1,067
shares
|
$169,428
0.01% of portfolio
|
Q1 2024
Reduced 6.97%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,044
shares
|
$165,776
0.0% of portfolio
|
Q2 2025
Added 36.29%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
965
shares
|
$153,232
0.0% of portfolio
|
Q2 2025
Reduced 21.99%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
950
shares
|
$150,850
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
900
shares
|
$142,911
0.02% of portfolio
|
Q3 2022
Reduced 14.29%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
831
shares
|
$131,954
0.0% of portfolio
|
Q1 2025
Added 662.39%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
758
shares
|
$120,362
0.0% of portfolio
|
Q1 2025
Reduced 54.25%
|