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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
638
shares
|
$101,308
0.0% of portfolio
|
Q2 2023
Reduced 43.29%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
573
shares
|
$90,986
0.04% of portfolio
|
Q3 2024
Reduced 13.05%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
567
shares
|
$90,033
0.08% of portfolio
|
Q3 2021
New holding
|
|
|
Luken Investment Analytics, LLC
Brentwood, TN |
Jul 22, 2025 Q2 2025 |
565
shares
|
$89,716
0.04% of portfolio
|
Q4 2020
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
544
shares
|
$86,381
0.01% of portfolio
|
Q2 2025
Added 4.41%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
543
shares
|
$86,222
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
440
shares
|
$69,867
0.0% of portfolio
|
Q2 2025
Reduced 72.12%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
410
shares
|
$65,103
0.0% of portfolio
|
Q2 2025
Reduced 14.41%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
400
shares
|
$63,516
0.0% of portfolio
|
Q1 2023
Reduced 24.67%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
400
shares
|
$63,516
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
384
shares
|
$60,975
0.01% of portfolio
|
Q1 2024
Reduced 11.93%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
367
shares
|
$58,275
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
355
shares
|
$56,370
0.0% of portfolio
|
Q1 2025
Added 9.23%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
350
shares
|
$55,576
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
300
shares
|
$47,637
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
274
shares
|
$43,508
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
236
shares
|
$37,474
0.0% of portfolio
|
Q2 2025
Reduced 6.72%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
230
shares
|
$36,521
0.0% of portfolio
|
Q2 2025
Reduced 54.64%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
227
shares
|
$36,045
0.01% of portfolio
|
Q2 2025
Added 238.81%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
216
shares
|
$34,298
0.0% of portfolio
|
Q2 2025
Reduced 33.13%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
200
shares
|
$31,758
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
192
shares
|
$30,487
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
177
shares
|
$28,105
0.01% of portfolio
|
Q1 2023
Added 836.16%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
150
shares
|
$23,818
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
140
shares
|
$22,230
0.0% of portfolio
|
Q2 2023
New holding
|