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First Trust US Equity Opportunities ETF (FPX) Institutional Ownership

First Trust US Equity Opportunities ETF logo
$149.36 -1.44 (-0.95%)
Closing price 04:10 PM Eastern
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$148.54 -0.82 (-0.55%)
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Institutional Ownership Changes (13F Filings) for First Trust US Equity Opportunities ETF (NYSEARCA:FPX)

Number of
Institutional Buyers
(last 12 months)
104
Total
Institutional Inflows
(last 12 months)
$114.60M
Number of
Institutional Sellers
(last 12 months)
87
Total
Institutional Outflows
(last 12 months)
$48.13M
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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
8/19/2025 B. Riley Wealth Advisors Inc.1,930$280K0.0%N/A0.029%
8/19/2025 Advisory Services Network LLC6,076$925K0.0%-5.8%0.090%
8/18/2025 Hershey Financial Advisers LLC3,082$447K0.4%N/A0.046%
8/15/2025 Corient Private Wealth LLC2,786$404K0.0%+8.0%0.041%
8/15/2025 Puff Wealth Management LLC7,054$1.02M0.3%+283.2%0.105%
8/15/2025 Captrust Financial Advisors7,953$1.15M0.0%+103.0%0.118%
8/15/2025 Snowden Capital Advisors LLC1,916$278K0.0%-9.7%0.028%
8/15/2025 MML Investors Services LLC7,949$1.15M0.0%+64.1%0.118%
8/15/2025 Benjamin Edwards Inc.4,653$674K0.0%+3.0%0.069%
8/15/2025 Bank of America Corp DE113,370$16.43M0.0%-18.3%1.680%
8/15/2025 Ameriprise Financial Inc.36,558$5.30M0.0%-9.6%0.542%
8/14/2025 Raymond James Financial Inc.145,503$21.09M0.0%+19.5%2.156%
8/14/2025 NewEdge Advisors LLC42,669$6.18M0.0%+387.9%0.632%
8/13/2025 StoneX Group Inc.2,308$334K0.0%-11.0%0.034%
8/13/2025 Proactive Wealth Strategies LLC20,231$2.93M1.4%-6.9%0.300%
8/13/2025 Baird Financial Group Inc.10,457$1.52M0.0%+6.3%0.155%
8/13/2025 CW Advisors LLC98,905$14.33M0.1%+0.3%1.465%
8/13/2025 Twin Peaks Wealth Advisors LLC37,326$5.80M1.9%-3.7%0.553%
8/13/2025 Smith Moore & CO.2,637$382K0.0%-5.1%0.039%
8/13/2025 VestGen Advisors LLC5,681$823K0.0%+12.1%0.084%
8/13/2025 Northwestern Mutual Wealth Management Co.1,044$151K0.0%+36.3%0.015%
8/12/2025 Steward Partners Investment Advisory LLC11,626$1.69M0.0%-14.2%0.172%
8/12/2025 Insigneo Advisory Services LLC1,577$229K0.0%N/A0.023%
8/11/2025 Cannon Advisors Inc.1,501$218K0.2%N/A0.022%
8/11/2025 Western Wealth Management LLC20,569$2.98M0.2%-1.4%0.305%
8/8/2025 Cetera Investment Advisers88,347$12.80M0.0%-10.4%1.309%
8/8/2025 Creative Planning7,363$1.07M0.0%+4.5%0.109%
8/8/2025 Good Life Advisors LLC17,642$2.56M0.2%-22.3%0.261%
8/8/2025 PNC Financial Services Group Inc.965$140K0.0%-22.0%0.014%
8/8/2025 Comprehensive Financial Planning Inc. PA6,849$993K0.8%N/A0.101%
8/7/2025 PCG Wealth Advisors LLC7,995$1.16M0.6%-1.3%0.118%
8/7/2025 Midwest Trust Co1,427$207K0.0%N/A0.021%
8/6/2025 Prospera Financial Services Inc5,062$734K0.0%+3.1%0.075%
8/6/2025 AE Wealth Management LLC7,809$1.13M0.0%+196.6%0.116%
8/6/2025 Wedbush Securities Inc.2,651$384K0.0%+30.3%0.039%
8/6/2025 Golden State Wealth Management LLC19,380$2.81M0.3%-7.9%0.287%
8/6/2025 Atlantic Union Bankshares Corp400$58K0.0%N/A0.006%
8/6/2025 First Horizon Advisors Inc.300$43K0.0%N/A0.004%
8/5/2025 Arrowroot Family Office LLC1,855$269K0.1%N/A0.027%
8/5/2025 Sigma Planning Corp4,738$687K0.0%N/A0.070%
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8/5/2025 Atlas Private Wealth Advisors5,469$792K0.1%-1.9%0.081%
8/4/2025 Integrity Alliance LLC.2,836$411K0.0%-73.0%0.042%
8/4/2025 IFG Advisory LLC8,263$1.20M0.1%+42.3%0.122%
8/4/2025 Impact Partnership Wealth LLC7,030$1.02M0.2%-36.9%0.104%
8/4/2025 Atria Investments Inc11,927$1.73M0.0%-8.8%0.177%
8/4/2025 Assetmark Inc.410$59K0.0%-14.4%0.006%
8/1/2025 Envestnet Asset Management Inc.45,506$6.59M0.0%-38.5%0.674%
7/30/2025 Patten Group Inc.3,011$436K0.1%-4.9%0.045%
7/30/2025 D.A. Davidson & CO.26,357$3.82M0.0%-8.0%0.390%
7/29/2025 Chicago Partners Investment Group LLC19,207$2.87M0.1%-1.2%0.285%
7/29/2025 Signature Estate & Investment Advisors LLC11,556$1.68M0.0%-2.0%0.171%
7/29/2025 Stratos Wealth Partners LTD.2,972$431K0.0%-10.3%0.044%
7/29/2025 Kraft Davis & Associates LLC5,933$893K0.2%-9.0%0.088%
7/28/2025 Harbour Investments Inc.28,684$4.16M0.1%+1.0%0.425%
7/28/2025 RFG Advisory LLC3,806$552K0.0%+2.6%0.056%
7/25/2025 Hazlett Burt & Watson Inc.227$33K0.0%+238.8%0.003%
7/25/2025 Concurrent Investment Advisors LLC5,681$823K0.0%+13.9%0.084%
7/24/2025 Trust Co. of Toledo NA OH200$29K0.0%N/A0.003%
7/24/2025 Blair William & Co. IL440$64K0.0%-72.1%0.007%
7/23/2025 Morey & Quinn Wealth Partners LLC4,159$603K0.5%-10.7%0.062%
7/23/2025 Tcfg Wealth Management LLC3,472$503K0.2%-2.4%0.052%
7/22/2025 Appleton Partners Inc. MA1,716$249K0.0%N/A0.026%
7/22/2025 Accel Wealth Management1,698$246K0.1%N/A0.025%
7/21/2025 NTV Asset Management LLC23,961$3.47M0.4%+297.4%0.358%
7/21/2025 Ameritas Advisory Services LLC6,747$978K0.1%N/A0.101%
7/18/2025 Pure Financial Advisors LLC2,580$374K0.0%+2.8%0.039%
7/18/2025 Truist Financial Corp31,752$4.60M0.0%-46.6%0.474%
7/17/2025 Janney Montgomery Scott LLC48,132$6.98M0.0%+2.3%0.718%
7/15/2025 Cassia Capital Partners LLC64,269$9.31M5.6%-3.1%0.959%
7/15/2025 tru Independence LLC1,424$206K0.1%N/A0.021%
7/11/2025 Kapstone Financial Advisors LLC1,616$234K0.1%N/A0.024%
7/10/2025 Wealth Enhancement Advisory Services LLC26,087$3.75M0.0%-1.6%0.392%
7/9/2025 Triumph Capital Management2,089$303K0.1%N/A0.031%
7/9/2025 Clarus Wealth Advisors1,474$211K0.1%N/A0.022%
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%0.309%
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%
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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%
(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, 180 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), Raymond James Financial Inc. ($21.09M), Bank of America Corp DE ($16.43M), CW Advisors LLC ($14.33M), Cetera Investment Advisers ($12.80M), and Commonwealth Equity Services LLC ($10.37M).Learn more on First Trust US Equity Opportunities ETF's institutional investors.

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

Of the 134 institutional investors that purchased First Trust US Equity Opportunities ETF's 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. ($264.29K), LPL Financial LLC ($112.63K), SageView Advisory Group LLC ($71.53K), Bernardo Wealth Planning LLC ($59.01K), Janney Montgomery Scott LLC ($48.50K), 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 957,181 shares in the last 24 months. This purchase volume represents approximately $114.60M in transactions.

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

Of the 87 institutional investors that sold First Trust US Equity Opportunities ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Good Life Advisors LLC ($35.28K), Envestnet Asset Management Inc. ($30.81K), Truist Financial Corp ($27.72K), Susquehanna International Group LLP ($26.09K), Cottonwood Capital Advisors LLC ($25.38K), Bank of America Corp DE ($25.38K), and HighTower Advisors LLC ($20.87K).

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

Institutional investors have sold a total of 386,456 shares in the last 24 months. This volume of shares sold represents approximately $48.13M in transactions.



This page (NYSEARCA:FPX) was last updated on 9/2/2025 by MarketBeat.com Staff
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