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First Trust US Equity Opportunities ETF (FPX) Institutional Ownership

First Trust US Equity Opportunities ETF logo
$192.42 +2.01 (+1.06%)
As of 06/12/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
130
Total
Institutional Inflows
(last 12 months)
$193.86M
Number of
Institutional Sellers
(last 12 months)
78
Total
Institutional Outflows
(last 12 months)
$43.54M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/3/2026 NewEdge Advisors LLC26,977$4.28M0.0%-18.3%0.367%
5/19/2026 NewEdge Advisors LLC26,581$4.22M0.1%-19.5%0.362%
5/19/2026 Bank of America Corp DE204,237$32.44M0.0%+43.3%2.779%
5/19/2026 Arkadios Wealth Advisors1,926$306K0.0%+27.0%0.026%
5/18/2026 Royal Bank of Canada112,977$17.94M0.0%+57.7%1.537%
5/15/2026 Gateway Wealth Partners LLC16,803$2.67M0.1%+117.8%0.229%
5/13/2026 Cetera Investment Advisers86,687$13.77M0.0%+3.6%1.179%
5/8/2026 Pacific Sun Financial Corp8,223$1.31M0.6%+6.9%0.112%
5/8/2026 PNC Financial Services Group Inc.711$113K0.0%-17.8%0.010%
5/5/2026 D.A. Davidson & CO.30,246$4.80M0.0%+6.9%0.412%
5/5/2026 Ethos Financial Group LLC45,500$7.23M0.5%N/A0.619%
5/5/2026 Sigma Planning Corp7,844$1.25M0.0%-7.4%0.107%
5/4/2026 Chicago Partners Investment Group LLC15,785$2.51M0.0%-23.2%0.215%
5/2/2026 International Assets Investment Management LLC250$40K0.0%-52.4%0.003%
5/1/2026 Fifth Third Bancorp199$32K0.0%N/A0.003%
4/30/2026 Kestra Advisory Services LLC21,432$3.40M0.0%+24.2%0.292%
4/28/2026 Whittier Trust Co. of Nevada Inc.529$87K0.0%+51.1%0.007%
4/27/2026 World Investment Advisors4,573$726K0.0%+17.5%0.062%
4/27/2026 Private Advisor Group LLC19,581$3.11M0.0%+1.4%0.266%
4/25/2026 Patten Group Inc.7,283$1.16M0.2%+2.4%0.099%
4/24/2026 Cassia Capital Partners LLC58,822$9.34M4.8%+4.2%0.800%
4/24/2026 Impact Partnership Wealth LLC13,599$2.16M0.3%+40.5%0.185%
4/23/2026 Flagstar Advisors Inc.1,688$268K0.1%N/A0.023%
4/23/2026 Wiser Advisor Group LLC1,179$187K0.2%-11.4%0.016%
4/22/2026 Janney Montgomery Scott LLC47,107$7.48M0.0%-1.4%0.641%
4/22/2026 Systelligence LLC101,920$16.19M3.1%-7.7%1.387%
4/20/2026 RFG Advisory LLC3,335$530K0.0%-5.3%0.045%
3/23/2026 J. Derek Lewis & Associates Inc.2,959$484K0.1%N/A0.040%
3/17/2026 Rockefeller Capital Management L.P.2,738$448K0.0%+5.3%0.037%
3/16/2026 Osbon Capital Management LLC261$43K0.0%N/A0.004%
3/13/2026 World Investment Advisors3,892$637K0.0%+3.2%0.053%
3/9/2026 Rubicon Advisors GP3,198$523K0.5%N/A0.044%
3/5/2026 Worthington Financial Partners LLC25,275$4.14M3.7%N/A0.344%
2/18/2026 Ameriflex Group Inc.150$25K0.0%-34.8%0.002%
2/18/2026 Mercer Global Advisors Inc. ADV2,590$424K0.0%-8.4%0.035%
2/18/2026 NewEdge Advisors LLC33,034$5.40M0.0%-21.1%0.449%
2/18/2026 VestGen Advisors LLC5,253$859K0.0%-9.7%0.071%
2/17/2026 AQR Capital Management LLC1,307$214K0.0%-51.3%0.018%
2/17/2026 Cetera Investment Advisers83,663$13.69M0.0%-8.9%1.138%
2/17/2026 Equitable Holdings Inc.13,729$2.25M0.0%+14.0%0.187%
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2/17/2026 Kovack Advisors Inc.7,633$1.25M0.1%+46.1%0.104%
2/17/2026 Osaic Holdings Inc.99,641$16.30M0.0%+4.2%1.356%
2/17/2026 Advisory Services Network LLC5,937$971K0.0%-3.5%0.081%
2/17/2026 Private Advisor Group LLC19,315$3.16M0.0%+22.3%0.263%
2/17/2026 Blair William & Co. IL533$87K0.0%+21.1%0.007%
2/17/2026 Royal Bank of Canada71,658$11.72M0.0%+33.0%0.975%
2/16/2026 MML Investors Services LLC12,270$2.01M0.0%+18.4%0.167%
2/16/2026 Mariner LLC16,778$2.75M0.0%-2.8%0.228%
2/16/2026 Arax Advisory Partners4,670$764K0.0%N/A0.064%
2/13/2026 Kestra Advisory Services LLC17,262$2.82M0.0%-2.1%0.235%
2/13/2026 Stifel Financial Corp9,155$1.50M0.0%-0.9%0.125%
2/13/2026 Morgan Stanley657,727$107.60M0.0%-0.3%8.949%
2/13/2026 Golden State Wealth Management LLC18,438$3.02M0.3%-1.8%0.251%
2/13/2026 Wells Fargo & Company MN340,788$55.75M0.0%+3.5%4.637%
2/12/2026 Insigneo Advisory Services LLC3,221$527K0.0%+104.2%0.044%
2/12/2026 Triumph Capital Management3,247$531K0.1%+7.9%0.044%
2/12/2026 Commonwealth Equity Services LLC88,973$14.56M0.0%+0.6%1.211%
2/12/2026 StoneX Group Inc.2,173$355K0.0%-3.4%0.030%
2/12/2026 Steward Partners Investment Advisory LLC11,995$1.96M0.0%+3.2%0.163%
2/12/2026 Wedbush Securities Inc.4,514$739K0.0%+5.2%0.061%
2/12/2026 WealthPLAN Partners LLC1,294$212K0.0%+4.9%0.018%
2/12/2026 Mosley Wealth Management2,126$356K0.2%N/A0.029%
2/12/2026 Kovack Advisors Inc.7,633$1.25M0.1%+46.1%0.104%
2/11/2026 Gateway Wealth Partners LLC7,714$1.26M0.1%N/A0.105%
2/11/2026 Janney Montgomery Scott LLC47,791$7.82M0.0%-2.8%0.650%
2/11/2026 LPL Financial LLC462,771$75.71M0.0%-4.8%6.296%
2/11/2026 O Shaughnessy Asset Management LLC588$96K0.0%+149.2%0.008%
2/11/2026 Comprehensive Financial Planning Inc. PA6,594$1.08M0.7%-3.9%0.090%
2/11/2026 OneAscent Financial Services LLC36,118$5.91M0.5%N/A0.491%
2/11/2026 Vise Technologies Inc.2,806$459K0.0%N/A0.038%
2/10/2026 Goldman Sachs Group Inc.14,304$2.34M0.0%N/A0.195%
2/10/2026 Calton & Associates Inc.15,039$2.46M0.4%-2.0%0.205%
2/10/2026 Twin Peaks Wealth Advisors LLC34,807$5.77M1.7%-2.2%0.474%
2/10/2026 Impact Partnership Wealth LLC9,682$1.58M0.2%+8.2%0.132%
2/10/2026 Northwestern Mutual Wealth Management Co.8,338$1.36M0.0%+23.5%0.113%
2/10/2026 IFG Advisory LLC17,693$2.89M0.1%+9.0%0.241%
2/9/2026 Kingsview Wealth Management LLC37,449$6.13M0.1%N/A0.510%
2/9/2026 Integrity Alliance LLC.5,309$868K0.0%-4.6%0.072%
2/9/2026 Harbour Investments Inc.29,601$4.84M0.1%+3.2%0.403%
2/9/2026 Prospera Financial Services Inc4,826$790K0.0%-1.9%0.066%
2/6/2026 Signature Estate & Investment Advisors LLC11,293$1.85M0.0%-2.5%0.154%
2/6/2026 IFP Advisors Inc200$33K0.0%-43.7%0.003%
2/6/2026 HighTower Advisors LLC24,904$4.07M0.0%-7.8%0.339%
2/5/2026 Kapstone Financial Advisors LLC1,481$242K0.1%-19.9%0.020%
2/5/2026 Northwestern Mutual Wealth Management Co.382,823$62.63M0.0%+5,572.3%5.208%
2/5/2026 Western Wealth Management LLC18,707$3.06M0.1%-8.4%0.255%
2/5/2026 Allworth Financial LP1,372$224K0.0%-50.1%0.019%
2/5/2026 Pacific Sun Financial Corp7,691$1.26M0.6%-3.9%0.105%
2/4/2026 World Investment Advisors3,892$637K0.0%+3.2%0.053%
2/4/2026 Concentrum Wealth Management3,857$631K0.2%-18.1%0.052%
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2/3/2026 Costello Asset Management INC441$72K0.0%-18.9%0.006%
2/3/2026 International Assets Investment Management LLC525$86K0.0%N/A0.007%
2/3/2026 Eclectic Associates Inc. ADV6,007$983K0.2%-19.8%0.082%
2/3/2026 RFG Advisory LLC3,521$576K0.0%-2.8%0.048%
2/2/2026 Truist Financial Corp32,243$5.28M0.0%-1.4%0.439%
2/2/2026 Sun Financial Inc1,410$231K0.1%N/A0.019%
2/2/2026 Benjamin Edwards Inc.4,324$707K0.0%-7.1%0.059%
1/30/2026 Sigma Planning Corp8,468$1.38M0.0%-8.2%0.115%
1/29/2026 D.A. Davidson & CO.28,282$4.63M0.0%+7.7%0.385%
1/29/2026 UBS Group AG51,448$8.42M0.0%-1.8%0.700%


FPX Institutional Ownership - Frequently Asked Questions

During the previous two years, 215 institutional investors and hedge funds held shares of First Trust US Equity Opportunities ETF. The most heavily invested institutionals were Morgan Stanley ($107.60M), LPL Financial LLC ($75.71M), Wells Fargo & Company MN ($55.75M), Bank of America Corp DE ($32.44M), Raymond James Financial Inc. ($26.03M), Royal Bank of Canada ($17.94M), and Osaic Holdings Inc. ($16.30M).Learn more on First Trust US Equity Opportunities ETF's institutional investors.

Of the 174 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: Northwestern Mutual Wealth Management Co. ($383.65K), Raymond James Financial Inc. ($275.46K), LPL Financial LLC ($112.63K), Systelligence LLC ($110.43K), Bank of America Corp DE ($74.95K), Royal Bank of Canada ($59.41K), and Bernardo Wealth Planning LLC ($59.01K).

Institutional investors have bought a total of 1,204,020 shares in the last 24 months. This purchase volume represents approximately $193.86M in transactions.

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: Envestnet Asset Management Inc. ($28.48K), Truist Financial Corp ($28.19K), Bank of America Corp DE ($25.70K), LPL Financial LLC ($23.36K), NewEdge Advisors LLC ($22.15K), Cetera Investment Advisers ($18.40K), and Cassia Capital Partners LLC ($9.92K).

Institutional investors have sold a total of 281,208 shares in the last 24 months. This volume of shares sold represents approximately $43.54M in transactions.


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This page (NYSEARCA:FPX) was last updated on 6/14/2026 by MarketBeat.com Staff.
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