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First Trust US Equity Opportunities ETF (FPX) Institutional Ownership

First Trust US Equity Opportunities ETF logo
$125.52 +5.00 (+4.15%)
Closing price 05/2/2025 04:10 PM Eastern
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$126.09 +0.57 (+0.45%)
As of 05/2/2025 07:22 PM 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)
74
Total
Institutional Inflows
(last 12 months)
$89.64M
Number of
Institutional Sellers
(last 12 months)
75
Total
Institutional Outflows
(last 12 months)
$34.54M
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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
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%
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%
2/17/2025Focus 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%
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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%
2/13/2025 Insigneo Advisory Services LLC1,813$217K0.0%-66.6%0.025%
2/13/2025Mariner LLC15,640$1.87M0.0%+17.6%0.214%
2/13/2025 Kraft Davis & Associates LLC6,866$821K0.2%-4.4%0.094%
2/13/2025Raymond 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%
2/13/2025 Envestnet 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%
2/12/2025 World 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%
2/12/2025 Morey & Quinn Wealth Partners LLC4,665$557K0.5%N/A0.064%
2/11/2025Signature Estate & Investment Advisors LLC11,651$1.39M0.0%-5.5%0.160%
2/11/2025Congress Wealth Management LLC DE79,140$9.46M0.1%+0.4%1.084%
2/11/2025LPL Financial LLC277,479$33.16M0.0%-5.0%3.801%
2/10/2025Harbour Investments Inc.29,176$3.49M0.1%-5.5%0.400%
2/10/2025Corient 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%
2/10/2025Commonwealth Equity Services LLC86,759$10.37M0.0%-3.5%1.188%
2/10/2025Avantax Advisory Services Inc.2,676$320K0.0%-30.6%0.037%
2/10/2025EverSource Wealth Advisors LLC3,268$391K0.0%N/A0.045%
2/7/2025HighTower Advisors LLC32,259$3.86M0.0%-3.0%0.442%
2/7/2025Independent Advisor Alliance2,704$323K0.0%N/A0.037%
2/7/2025Alpha Omega Group Inc.2,388$285K0.3%-19.1%0.033%
2/7/2025PNC Financial Services Group Inc.1,735$207K0.0%-16.9%0.024%
2/6/2025Raymond James Financial Inc.118,788$14.20M0.0%N/A1.627%
2/6/2025Atria Investments Inc11,674$1.40M0.0%-4.3%0.160%
2/6/2025Assetmark Inc.396$47K0.0%N/A0.005%
2/6/2025 Kapstone Financial Advisors LLC1,616$209K0.1%N/A0.022%
2/6/2025Patten Group Inc.3,063$366K0.1%+3.2%0.042%
2/5/2025SRS Capital Advisors Inc.6,517$779K0.0%-18.4%0.089%
2/4/2025 Twin Peaks Wealth Advisors LLC40,092$4.79M2.0%-4.6%0.549%
2/4/2025 Bank of New York Mellon Corp2,063$246K0.0%N/A0.028%
2/3/2025 Lloyd Advisory Services LLC.16,153$1.93M0.9%-0.5%0.221%
2/3/2025 Capital Advisory Group Advisory Services LLC3,108$371K0.1%-31.8%0.043%
2/3/2025 Pacific Sun Financial Corp8,094$967K0.5%-2.6%0.111%
2/3/2025Private Advisor Group LLC17,060$2.04M0.0%-6.2%0.234%
2/3/2025 Good Life Advisors LLC39,493$4.72M0.3%-22.0%0.541%
1/31/2025 Proactive Wealth Strategies LLC22,098$2.64M1.4%+15.3%0.303%
1/31/2025 D.A. Davidson & CO.27,790$3.32M0.0%+2.7%0.381%
1/31/2025 Truist Financial Corp61,185$7.31M0.0%+61.3%0.838%
1/31/2025 NTV Asset Management LLC6,030$721K0.1%-1.6%0.083%
1/31/2025Spectrum Wealth Advisory Group LLC12,012$1.44M0.7%-2.1%0.165%
1/30/2025 Valmark Advisers Inc.1,768$211K0.0%N/A0.024%
1/30/2025 Tcfg Wealth Management LLC3,559$425K0.2%-8.3%0.049%
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1/30/2025 Principal Securities Inc.323$39K0.0%-67.4%0.004%
1/30/2025 Puff Wealth Management LLC1,837$219K0.4%N/A0.025%
1/30/2025 Blue Trust Inc.880$105K0.0%N/A0.012%
1/30/2025 Family Capital Management Inc.2,327$278K0.2%-8.3%0.032%
1/28/2025 Appleton Partners Inc. MA1,716$205K0.0%N/A0.024%
1/28/2025 Golden State Wealth Management LLC21,282$2.54M0.4%N/A0.292%
1/27/2025 Stratos Wealth Partners LTD.3,786$453K0.0%-14.8%0.052%
1/27/2025 Cassia Capital Partners LLC67,827$8.11M5.2%-2.1%0.929%
1/23/2025 Integris Wealth Management LLC1,772$212K0.1%N/A0.024%
1/23/2025Calton & Associates Inc.13,619$1.63M0.7%+75.1%0.187%
(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, 172 institutional investors and hedge funds held shares of First Trust US Equity Opportunities ETF. The most heavily invested institutionals were LPL Financial LLC ($33.16M), Wells Fargo & Company MN ($30.52M), Bank of America Corp DE ($17.02M), Raymond James Financial Inc. ($14.20M), Cetera Investment Advisers ($12.11M), Commonwealth Equity Services LLC ($10.37M), and Congress Wealth Management LLC DE ($9.46M).Learn more on FPX's institutional investors.

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

Of the 111 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. ($237.58K), SageView Advisory Group LLC ($71.53K), Bernardo Wealth Planning LLC ($59.01K), Janney Montgomery Scott LLC ($47.42K), Twin Peaks Wealth Advisors LLC ($46.93K), and Golden State Wealth Management LLC ($42.10K).

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

Institutional investors have bought a total of 1,495,605 shares in the last 24 months. This purchase volume represents approximately $151.82M in transactions.

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

Of the 108 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), LPL Financial LLC ($106.22K), Cambridge Investment Research Advisors Inc. ($96.07K), Commonwealth Equity Services LLC ($84.67K), Kestra Advisory Services LLC ($79.31K), Raymond James Financial Services Advisors Inc. ($62.62K), 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 1,207,392 shares in the last 24 months. This volume of shares sold represents approximately $115.31M in transactions.


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This page (NYSEARCA:FPX) was last updated on 5/3/2025 by MarketBeat.com Staff
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