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First Trust US Equity Opportunities ETF (FPX) Institutional Ownership

First Trust US Equity Opportunities ETF logo
$146.04 -1.19 (-0.80%)
As of 10:56 AM Eastern
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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)
84
Total
Institutional Inflows
(last 12 months)
$101.41M
Number of
Institutional Sellers
(last 12 months)
78
Total
Institutional Outflows
(last 12 months)
$39.51M
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FPX Institutional Buying and Selling by Quarter

First Trust US Equity Opportunities ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/21/2025NTV Asset Management LLC23,961$3.47M0.4%+297.4%0.358%
7/21/2025Ameritas 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%
5/20/2025Integrity Alliance LLC.10,520$1.18M0.0%N/A0.161%
5/19/2025Jane Street Group LLC14,194$1.59M0.0%-22.3%0.218%
5/16/2025Signature Estate & Investment Advisors LLC11,788$1.32M0.0%+1.2%0.181%
5/16/2025Goldman Sachs Group Inc.20,386$2.28M0.0%-29.0%0.309%
5/16/2025NewEdge Advisors LLC8,745$977K0.0%+1.3%0.135%
5/15/2025Royal Bank of Canada51,337$5.74M0.0%+0.6%0.790%
5/15/2025Calton & Associates Inc.14,653$1.64M0.4%+7.6%0.225%
5/15/2025Spectrum Wealth Advisory Group LLC11,742$1.31M0.6%-2.2%0.181%
5/15/2025Baird Financial Group Inc.9,833$1.10M0.0%N/A0.151%
5/14/2025Northwestern Mutual Wealth Management Co.766$86K0.0%-18.3%0.012%
5/14/2025Kestra Advisory Services LLC18,730$2.09M0.0%-24.7%0.288%
5/14/2025CW Advisors LLC98,642$11.02M0.1%+24.6%1.518%
5/13/2025Raymond James Financial Inc.121,719$13.60M0.0%+2.5%1.873%
5/13/2025HighTower Advisors LLC28,272$3.16M0.0%-12.4%0.435%
5/13/2025Core Wealth Partners LLC4,140$463K0.3%N/A0.064%
5/12/2025Benjamin Edwards Inc.4,516$505K0.0%-15.4%0.069%
5/9/2025Chicago Partners Investment Group LLC19,444$2.40M0.1%+0.8%0.299%
5/9/2025Costello Asset Management INC543$61K0.0%N/A0.008%
5/9/2025Blair William & Co. IL1,578$176K0.0%+258.6%0.024%
5/9/2025PNC Financial Services Group Inc.1,237$138K0.0%-28.7%0.019%
5/8/2025Harbour Investments Inc.28,394$3.17M0.1%-2.7%0.437%
5/8/2025Private Advisory Group LLC6,156$688K0.1%N/A0.095%
5/7/2025Brio Consultants LLC5,507$615K0.2%N/A0.085%
5/7/2025LPL Financial LLC390,106$43.59M0.0%+40.6%6.002%
5/6/2025Assetmark Inc.479$54K0.0%+21.0%0.007%
5/6/2025Cetera Investment Advisers98,619$11.02M0.0%-2.7%1.517%
5/6/2025Kovack Advisors Inc.5,288$591K0.1%-3.6%0.081%
5/6/2025AE Wealth Management LLC2,633$294K0.0%-85.8%0.041%
5/6/2025Wedbush Securities Inc.2,035$227K0.0%-12.5%0.031%
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5/5/2025Calton & Associates Inc.17,861$2.00M0.2%+31.1%0.275%
5/5/2025Impact Partnership Wealth LLC11,149$1.25M0.3%+27.4%0.172%
5/5/2025Private Advisor Group LLC15,759$1.76M0.0%-7.6%0.242%
5/5/2025Diversify Advisory Services LLC3,228$361K0.0%N/A0.050%
5/1/2025CWM LLC2,197$245K0.0%-19.7%0.034%
4/30/2025Bernardo Wealth Planning LLC59,009$6.59M1.6%N/A0.908%
4/30/2025Stratos Wealth Partners LTD.3,314$370K0.0%-12.5%0.051%
4/29/2025Envestnet Asset Management Inc.73,988$8.27M0.0%-3.1%1.138%
4/29/2025Hexagon Capital Partners LLC314$35K0.0%-48.9%0.005%
4/29/2025Concurrent Investment Advisors LLC4,989$557K0.0%N/A0.077%
4/29/2025World Investment Advisors2,337$261K0.0%-4.2%0.036%
4/28/2025D.A. Davidson & CO.28,649$3.20M0.0%+3.1%0.441%
4/28/2025Private Trust Co. NA521$58K0.0%-68.4%0.008%
4/24/2025Golden State Wealth Management LLC21,051$2.35M0.3%-1.1%0.324%
4/24/2025Kraft Davis & Associates LLC6,517$703K0.2%-5.1%0.100%
4/23/2025Western Wealth Management LLC20,864$2.33M0.2%-8.9%0.321%
4/23/2025Golden State Wealth Management LLC42,102$4.70M0.3%+97.8%0.648%
4/23/2025Proactive Wealth Strategies LLC21,734$2.43M1.3%-1.6%0.334%
4/23/2025Oppenheimer & Co. Inc.2,072$232K0.0%-11.9%0.032%
4/22/2025Cambridge 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%
4/18/2025Cornerstone 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%
4/17/2025Good 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%
4/16/2025Twin 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%
4/8/2025Cascade 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%
2/17/2025Focus Partners Wealth4,025$481K0.0%-10.6%0.055%
2/17/2025Cetera Investment Advisers101,309$12.11M0.0%-1.1%1.388%
2/17/2025Captrust Financial Advisors3,836$458K0.0%+31.6%0.053%
2/17/2025Citadel Advisors LLC18,695$2.23M0.0%+49.3%0.256%
2/17/2025Banque Transatlantique SA405$48K0.0%N/A0.006%
2/17/2025Bank of America Corp DE142,375$17.02M0.0%+10.2%1.950%
2/17/2025Ameriprise Financial Inc.49,760$5.95M0.0%-17.1%0.682%
2/17/2025Ancora Advisors LLC7,813$934K0.0%-2.3%0.107%
2/14/2025Jane Street Group LLC18,259$2.18M0.0%N/A0.250%
2/14/2025Two Sigma Securities LLC2,209$264K0.0%N/A0.030%
2/14/2025Susquehanna International Group LLP12,774$1.53M0.0%-67.1%0.175%
2/14/2025IHT Wealth Management LLC6,934$829K0.0%+2.3%0.095%
2/14/2025Stifel Financial Corp15,711$1.88M0.0%+15.5%0.215%
2/13/2025NewEdge Advisors LLC8,635$1.03M0.0%-11.1%0.118%
2/13/2025Insigneo Advisory Services LLC1,813$217K0.0%-66.6%0.025%
2/13/2025Mariner LLC15,640$1.87M0.0%+17.6%0.214%
2/13/2025Kraft Davis & Associates LLC6,866$821K0.2%-4.4%0.094%
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2/13/2025Raymond James Financial Inc.118,788$14.20M0.0%N/A1.627%
2/13/2025Advisory Services Network LLC5,965$713K0.0%-2.6%0.082%
2/13/2025Concentrum Wealth Management6,007$718K0.3%-3.2%0.082%
2/13/2025Envestnet Asset Management Inc.76,318$9.12M0.0%+43.8%1.045%
2/13/2025Wedbush Securities Inc.2,325$278K0.0%-12.3%0.032%
2/13/2025Wells Fargo & Company MN255,337$30.52M0.0%-2.3%3.498%
2/12/2025World Investment Advisors2,440$292K0.0%+4.3%0.033%
2/12/2025O Shaughnessy Asset Management LLC417$50K0.0%+373.9%0.006%
2/12/2025JPMorgan Chase & Co.1,761$211K0.0%+296.6%0.024%
2/12/2025Morey & Quinn Wealth Partners LLC4,665$557K0.5%N/A0.064%
(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, 179 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 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 121 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. ($240.51K), 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 874,581 shares in the last 24 months. This purchase volume represents approximately $101.41M in transactions.

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

Of the 78 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 ($30.21K), Truist Financial Corp ($29.37K), Susquehanna International Group LLP ($26.09K), Cottonwood Capital Advisors LLC ($25.38K), HighTower Advisors LLC ($20.87K), Cetera Investment Advisers ($18.38K), and LPL Financial LLC ($17.17K).

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

Institutional investors have sold a total of 345,507 shares in the last 24 months. This volume of shares sold represents approximately $39.51M in transactions.


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This page (NYSEARCA:FPX) was last updated on 7/22/2025 by MarketBeat.com Staff
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