Free Trial

First Trust US Equity Opportunities ETF (FPX) Institutional Ownership

First Trust US Equity Opportunities ETF logo
$132.40 +0.07 (+0.05%)
Closing price 05/22/2025 04:10 PM Eastern
Extended Trading
$131.70 -0.71 (-0.53%)
As of 08:13 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for First Trust US Equity Opportunities ETF (NYSEARCA:FPX)

Number of
Institutional Buyers
(last 12 months)
85
Total
Institutional Inflows
(last 12 months)
$102.59M
Number of
Institutional Sellers
(last 12 months)
78
Total
Institutional Outflows
(last 12 months)
$38.45M
Get FPX Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust US Equity Opportunities ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

FPX Institutional Buying and Selling by Quarter

First Trust US Equity Opportunities ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/20/2025 Integrity Alliance LLC.10,520$1.18M0.0%N/A0.161%
5/19/2025 Jane Street Group LLC14,194$1.59M0.0%-22.3%0.218%
5/16/2025 Signature Estate & Investment Advisors LLC11,788$1.32M0.0%+1.2%0.181%
5/16/2025 Goldman Sachs Group Inc.20,386$2.28M0.0%-29.0%0.314%
5/16/2025 NewEdge Advisors LLC8,745$977K0.0%+1.3%0.135%
5/15/2025 Royal Bank of Canada51,337$5.74M0.0%+0.6%0.790%
5/15/2025 Calton & Associates Inc.14,653$1.64M0.4%+7.6%0.225%
5/15/2025 Spectrum Wealth Advisory Group LLC11,742$1.31M0.6%-2.2%0.181%
5/15/2025 Baird Financial Group Inc.9,833$1.10M0.0%N/A0.151%
5/14/2025 Northwestern Mutual Wealth Management Co.766$86K0.0%-18.3%0.012%
5/14/2025 Kestra Advisory Services LLC18,730$2.09M0.0%-24.7%0.288%
5/14/2025 CW Advisors LLC98,642$11.02M0.1%+24.6%1.518%
5/13/2025 Raymond James Financial Inc.121,719$13.60M0.0%+2.5%1.873%
5/13/2025 HighTower Advisors LLC28,272$3.16M0.0%-12.4%0.435%
5/13/2025 Core Wealth Partners LLC4,140$463K0.3%N/A0.064%
5/12/2025 Benjamin Edwards Inc.4,516$505K0.0%-15.4%0.069%
5/9/2025 Chicago Partners Investment Group LLC19,444$2.40M0.1%+0.8%0.299%
5/9/2025 Costello Asset Management INC543$61K0.0%N/A0.008%
5/9/2025 Blair William & Co. IL1,578$176K0.0%+258.6%0.024%
5/9/2025 PNC Financial Services Group Inc.1,237$138K0.0%-28.7%0.019%
5/8/2025 Harbour Investments Inc.28,394$3.17M0.1%-2.7%0.437%
5/8/2025 Private Advisory Group LLC6,156$688K0.1%N/A0.095%
5/7/2025 Brio Consultants LLC5,507$615K0.2%N/A0.085%
5/7/2025 LPL Financial LLC390,106$43.59M0.0%+40.6%6.002%
5/6/2025 Assetmark Inc.479$54K0.0%+21.0%0.007%
5/6/2025 Cetera Investment Advisers98,619$11.02M0.0%-2.7%1.517%
5/6/2025 Kovack Advisors Inc.5,288$591K0.1%-3.6%0.081%
5/6/2025 AE Wealth Management LLC2,633$294K0.0%-85.8%0.041%
5/6/2025 Wedbush Securities Inc.2,035$227K0.0%-12.5%0.031%
5/5/2025 Calton & Associates Inc.17,861$2.00M0.2%+31.1%0.275%
5/5/2025 Impact Partnership Wealth LLC11,149$1.25M0.3%+27.4%0.172%
5/5/2025 Private Advisor Group LLC15,759$1.76M0.0%-7.6%0.242%
5/5/2025 Diversify Advisory Services LLC3,228$361K0.0%N/A0.050%
5/1/2025 CWM LLC2,197$245K0.0%-19.7%0.034%
4/30/2025 Bernardo Wealth Planning LLC59,009$6.59M1.6%N/A0.908%
4/30/2025 Stratos Wealth Partners LTD.3,314$370K0.0%-12.5%0.051%
4/29/2025 Envestnet Asset Management Inc.73,988$8.27M0.0%-3.1%1.138%
4/29/2025 Hexagon Capital Partners LLC314$35K0.0%-48.9%0.005%
4/29/2025 Concurrent Investment Advisors LLC4,989$557K0.0%N/A0.077%
4/29/2025 World Investment Advisors2,337$261K0.0%-4.2%0.036%
Trump’s treachery (Ad)

Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.

Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma
4/28/2025 D.A. Davidson & CO.28,649$3.20M0.0%+3.1%0.441%
4/28/2025 Private Trust Co. NA521$58K0.0%-68.4%0.008%
4/24/2025 Golden State Wealth Management LLC21,051$2.35M0.3%-1.1%0.324%
4/24/2025 Kraft Davis & Associates LLC6,517$703K0.2%-5.1%0.100%
4/23/2025 Western Wealth Management LLC20,864$2.33M0.2%-8.9%0.321%
4/23/2025 Golden State Wealth Management LLC42,102$4.70M0.3%+97.8%0.648%
4/23/2025 Proactive Wealth Strategies LLC21,734$2.43M1.3%-1.6%0.334%
4/23/2025 Oppenheimer & Co. Inc.2,072$232K0.0%-11.9%0.032%
4/22/2025 Cambridge Investment Research Advisors Inc.58,897$6.58M0.0%-0.8%0.906%
4/22/2025 Cassia Capital Partners LLC66,352$7.41M4.6%-2.2%1.021%
4/18/2025 Cornerstone Wealth Management LLC4,330$484K0.0%-28.6%0.067%
4/17/2025 Janney Montgomery Scott LLC47,051$5.26M0.0%-0.8%0.724%
4/17/2025 Good Life Advisors LLC22,710$2.54M0.2%-42.5%0.349%
4/16/2025 Wealth Enhancement Advisory Services LLC26,518$2.96M0.0%-3.5%0.408%
4/16/2025 Twin Peaks Wealth Advisors LLC38,769$4.29M1.9%-3.3%0.596%
4/14/2025 Farther Finance Advisors LLC831$94K0.0%+662.4%0.013%
4/10/2025 Eclectic Associates Inc. ADV12,687$1.42M0.4%+79.2%0.195%
4/9/2025 NBC Securities Inc.1,199$134K0.0%+119,800.0%0.018%
4/8/2025 Cascade Investment Advisors Inc.6,771$757K0.5%+11.6%0.104%
4/7/2025 GAMMA Investing LLC11,174$1.25M0.0%+11,074.0%0.172%
3/17/2025 Wealth Enhancement Advisory Services LLC27,467$3.28M0.0%-3.3%0.413%
2/25/2025B. Riley Wealth Advisors Inc.3,139$375K0.0%-5.8%0.043%
2/17/2025 Focus Partners Wealth4,025$481K0.0%-10.6%0.055%
2/17/2025 Cetera Investment Advisers101,309$12.11M0.0%-1.1%1.388%
2/17/2025 Captrust Financial Advisors3,836$458K0.0%+31.6%0.053%
2/17/2025 Citadel Advisors LLC18,695$2.23M0.0%+49.3%0.256%
2/17/2025 Banque Transatlantique SA405$48K0.0%N/A0.006%
2/17/2025 Bank of America Corp DE142,375$17.02M0.0%+10.2%1.950%
2/17/2025 Ameriprise Financial Inc.49,760$5.95M0.0%-17.1%0.682%
2/17/2025 Ancora Advisors LLC7,813$934K0.0%-2.3%0.107%
2/14/2025 Jane Street Group LLC18,259$2.18M0.0%N/A0.250%
2/14/2025 Two Sigma Securities LLC2,209$264K0.0%N/A0.030%
2/14/2025 Susquehanna International Group LLP12,774$1.53M0.0%-67.1%0.175%
2/14/2025 IHT Wealth Management LLC6,934$829K0.0%+2.3%0.095%
2/14/2025 Stifel Financial Corp15,711$1.88M0.0%+15.5%0.215%
2/13/2025 NewEdge Advisors LLC8,635$1.03M0.0%-11.1%0.118%
2/13/2025 Insigneo Advisory Services LLC1,813$217K0.0%-66.6%0.025%
2/13/2025 Mariner LLC15,640$1.87M0.0%+17.6%0.214%
2/13/2025 Kraft Davis & Associates LLC6,866$821K0.2%-4.4%0.094%
2/13/2025 Raymond James Financial Inc.118,788$14.20M0.0%N/A1.627%
2/13/2025 Advisory Services Network LLC5,965$713K0.0%-2.6%0.082%
2/13/2025 Concentrum Wealth Management6,007$718K0.3%-3.2%0.082%
2/13/2025 Envestnet Asset Management Inc.76,318$9.12M0.0%+43.8%1.045%
2/13/2025 Wedbush Securities Inc.2,325$278K0.0%-12.3%0.032%
2/13/2025 Wells Fargo & Company MN255,337$30.52M0.0%-2.3%3.498%
2/12/2025 World Investment Advisors2,440$292K0.0%+4.3%0.033%
2/12/2025 O Shaughnessy Asset Management LLC417$50K0.0%+373.9%0.006%
2/12/2025 JPMorgan Chase & Co.1,761$211K0.0%+296.6%0.024%
2/12/2025 Morey & Quinn Wealth Partners LLC4,665$557K0.5%N/A0.064%
2/11/2025 Signature Estate & Investment Advisors LLC11,651$1.39M0.0%-5.5%0.160%
Trump’s treachery (Ad)

Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.

Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma
2/11/2025 Congress Wealth Management LLC DE79,140$9.46M0.1%+0.4%1.084%
2/11/2025 LPL Financial LLC277,479$33.16M0.0%-5.0%3.801%
2/10/2025 Harbour Investments Inc.29,176$3.49M0.1%-5.5%0.400%
2/10/2025 Corient Private Wealth LLC2,780$332K0.0%-9.9%0.038%
2/10/2025 Envestnet Portfolio Solutions Inc.1,807$216K0.0%N/A0.025%
2/10/2025 Atala Financial Inc335$40K0.0%N/A0.005%
2/10/2025 Commonwealth Equity Services LLC86,759$10.37M0.0%-3.5%1.188%
2/10/2025 Avantax Advisory Services Inc.2,676$320K0.0%-30.6%0.037%
2/10/2025 EverSource Wealth Advisors LLC3,268$391K0.0%N/A0.045%
2/7/2025 HighTower Advisors LLC32,259$3.86M0.0%-3.0%0.442%
(Data available from 1/1/2016 forward)

FPX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FPX shares?

During the previous two years, 183 institutional investors and hedge funds held shares of First Trust US Equity Opportunities ETF. The most heavily invested institutionals were LPL Financial LLC ($43.59M), Wells Fargo & Company MN ($30.52M), Bank of America Corp DE ($17.02M), Raymond James Financial Inc. ($13.60M), CW Advisors LLC ($11.02M), Cetera Investment Advisers ($11.02M), and Commonwealth Equity Services LLC ($10.37M).Learn more on FPX's institutional investors.

Which institutional investors have been buying First Trust US Equity Opportunities ETF stock?

Of the 123 institutional investors that purchased First Trust US Equity Opportunities ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($338.68K), Raymond James Financial Inc. ($240.51K), LPL Financial LLC ($112.63K), SageView Advisory Group LLC ($71.53K), Bernardo Wealth Planning LLC ($59.01K), Janney Montgomery Scott LLC ($47.42K), and Twin Peaks Wealth Advisors LLC ($46.93K).

How much institutional buying is happening at First Trust US Equity Opportunities ETF?

Institutional investors have bought a total of 1,651,743 shares in the last 24 months. This purchase volume represents approximately $170.05M in transactions.

Which First Trust US Equity Opportunities ETF major shareholders have been selling company stock?

Of the 109 institutional investors that sold First Trust US Equity Opportunities ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($177.92K), Kestra Advisory Services LLC ($85.44K), Commonwealth Equity Services LLC ($77.96K), Cambridge Investment Research Advisors Inc. ($72.19K), Raymond James Financial Services Advisors Inc. ($62.62K), LPL Financial LLC ($48.00K), and Envestnet Asset Management Inc. ($42.88K).

How much institutional selling is happening at First Trust US Equity Opportunities ETF?

Institutional investors have sold a total of 1,118,362 shares in the last 24 months. This volume of shares sold represents approximately $109.09M in transactions.



This page (NYSEARCA:FPX) was last updated on 5/23/2025 by MarketBeat.com Staff
From Our Partners