First Trust US Equity Opportunities ETF (FPX) Institutional Ownership

$181.09 +1.29 (+0.72%)

As of 04:10 PM Eastern

Number of Institutional Buyers (last 12 months): 109
Total Institutional Inflows (last 12 months): $185.97M

Number of Institutional Sellers (last 12 months): 66
Total Institutional Outflows (last 12 months): $24.77M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
8/27/2026	Corient Private Wealth LP	2,753	$567K	0.0%	+12.6%	0.033%
8/22/2026	Montgomery Financial Services LLC	143	$29K	0.0%	N/A	0.002%
8/22/2026	Comprehensive Financial Planning Inc. PA	6,993	$1.44M	0.8%	-4.0%	0.084%
8/22/2026	Concurrent Investment Advisors LLC	6,466	$1.33M	0.0%	+10.3%	0.078%
8/21/2026	Acorn Wealth Advisors LLC	1,133	$234K	0.1%	N/A	0.014%
8/21/2026	Triumph Capital Management	7,321	$1.51M	0.3%	+116.0%	0.088%
7/10/2026	Accel Wealth Management	985	$203K	0.0%	N/A	0.012%
7/10/2026	Ocean Park Asset Management LLC	50,325	$10.38M	0.5%	N/A	0.617%
7/10/2026	City Holding Co.	1,610	$332K	0.0%	+80.9%	0.020%
7/9/2026	Adamsbrown Wealth Consultants LLC	1,572	$324K	0.1%	N/A	0.019%
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7/8/2026	Puff Wealth Management LLC	1,432	$295K	0.3%	N/A	0.018%
7/8/2026	Eclectic Associates Inc. ADV	3,439	$708K	0.1%	-4.7%	0.042%
7/7/2026	Dynamic Advisor Solutions LLC	1,588	$327K	0.0%	+20.2%	0.020%
6/3/2026	NewEdge Advisors LLC	26,977	$4.28M	0.0%	-18.3%	0.367%
5/19/2026	NewEdge Advisors LLC	26,581	$4.22M	0.1%	-19.5%	0.362%
5/19/2026	Bank of America Corp DE	204,237	$32.44M	0.0%	+43.3%	2.779%
5/19/2026	Arkadios Wealth Advisors	1,926	$306K	0.0%	+27.0%	0.026%
5/18/2026	Royal Bank of Canada	112,977	$17.94M	0.0%	+57.7%	1.537%
5/15/2026	Gateway Wealth Partners LLC	16,803	$2.67M	0.1%	+117.8%	0.229%
5/13/2026	Cetera Investment Advisers	86,687	$13.77M	0.0%	+3.6%	1.179%
5/8/2026	Pacific Sun Financial Corp	8,223	$1.31M	0.6%	+6.9%	0.112%
5/8/2026	PNC Financial Services Group Inc.	711	$113K	0.0%	-17.8%	0.010%
5/5/2026	D.A. Davidson & CO.	30,246	$4.80M	0.0%	+6.9%	0.412%
5/5/2026	Ethos Financial Group LLC	45,500	$7.23M	0.5%	N/A	0.619%
5/5/2026	Sigma Planning Corp	7,844	$1.25M	0.0%	-7.4%	0.107%
5/4/2026	Chicago Partners Investment Group LLC	15,785	$2.51M	0.0%	-23.2%	0.215%
5/2/2026	International Assets Investment Management LLC	250	$40K	0.0%	-52.4%	0.003%
5/1/2026	Fifth Third Bancorp	199	$32K	0.0%	N/A	0.003%
4/30/2026	Kestra Advisory Services LLC	21,432	$3.40M	0.0%	+24.2%	0.292%
4/28/2026	Whittier Trust Co. of Nevada Inc.	529	$87K	0.0%	+51.1%	0.007%
4/27/2026	World Investment Advisors	4,573	$726K	0.0%	+17.5%	0.062%
4/27/2026	Private Advisor Group LLC	19,581	$3.11M	0.0%	+1.4%	0.266%
4/25/2026	Patten Group Inc.	7,283	$1.16M	0.2%	+2.4%	0.099%
4/24/2026	Cassia Capital Partners LLC	58,822	$9.34M	4.8%	+4.2%	0.800%
4/24/2026	Impact Partnership Wealth LLC	13,599	$2.16M	0.3%	+40.5%	0.185%
4/23/2026	Flagstar Advisors Inc.	1,688	$268K	0.1%	N/A	0.023%
4/23/2026	Wiser Advisor Group LLC	1,179	$187K	0.2%	-11.4%	0.016%
4/22/2026	Janney Montgomery Scott LLC	47,107	$7.48M	0.0%	-1.4%	0.641%
4/22/2026	Systelligence LLC	101,920	$16.19M	3.1%	-7.7%	1.387%
4/20/2026	RFG Advisory LLC	3,335	$530K	0.0%	-5.3%	0.045%
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3/23/2026	J. Derek Lewis & Associates Inc.	2,959	$484K	0.1%	N/A	0.040%
3/17/2026	Rockefeller Capital Management L.P.	2,738	$448K	0.0%	+5.3%	0.037%
3/16/2026	Osbon Capital Management LLC	261	$43K	0.0%	N/A	0.004%
3/13/2026	World Investment Advisors	3,892	$637K	0.0%	+3.2%	0.053%
3/9/2026	Rubicon Advisors GP	3,198	$523K	0.5%	N/A	0.044%
3/5/2026	Worthington Financial Partners LLC	25,275	$4.14M	3.7%	N/A	0.344%
2/18/2026	Ameriflex Group Inc.	150	$25K	0.0%	-34.8%	0.002%
2/18/2026	Mercer Global Advisors Inc. ADV	2,590	$424K	0.0%	-8.4%	0.035%
2/18/2026	NewEdge Advisors LLC	33,034	$5.40M	0.0%	-21.1%	0.449%
2/18/2026	VestGen Advisors LLC	5,253	$859K	0.0%	-9.7%	0.071%
2/17/2026	AQR Capital Management LLC	1,307	$214K	0.0%	-51.3%	0.018%
2/17/2026	Cetera Investment Advisers	83,663	$13.69M	0.0%	-8.9%	1.138%
2/17/2026	Equitable Holdings Inc.	13,729	$2.25M	0.0%	+14.0%	0.187%
2/17/2026	Kovack Advisors Inc.	7,633	$1.25M	0.1%	+46.1%	0.104%
2/17/2026	Osaic Holdings Inc.	99,641	$16.30M	0.0%	+4.2%	1.356%
2/17/2026	Advisory Services Network LLC	5,937	$971K	0.0%	-3.5%	0.081%
2/17/2026	Private Advisor Group LLC	19,315	$3.16M	0.0%	+22.3%	0.263%
2/17/2026	Blair William & Co. IL	533	$87K	0.0%	+21.1%	0.007%
2/17/2026	Royal Bank of Canada	71,658	$11.72M	0.0%	+33.0%	0.975%
2/16/2026	MML Investors Services LLC	12,270	$2.01M	0.0%	+18.4%	0.167%
2/16/2026	Mariner LLC	16,778	$2.75M	0.0%	-2.8%	0.228%
2/16/2026	Arax Advisory Partners	4,670	$764K	0.0%	N/A	0.064%
2/13/2026	Kestra Advisory Services LLC	17,262	$2.82M	0.0%	-2.1%	0.235%
2/13/2026	Stifel Financial Corp	9,155	$1.50M	0.0%	-0.9%	0.125%
2/13/2026	Morgan Stanley	657,727	$107.60M	0.0%	-0.3%	8.949%
2/13/2026	Golden State Wealth Management LLC	18,438	$3.02M	0.3%	-1.8%	0.251%
2/13/2026	Wells Fargo & Company MN	340,788	$55.75M	0.0%	+3.5%	4.637%
2/12/2026	Insigneo Advisory Services LLC	3,221	$527K	0.0%	+104.2%	0.044%
2/12/2026	Triumph Capital Management	3,247	$531K	0.1%	+7.9%	0.044%
2/12/2026	Commonwealth Equity Services LLC	88,973	$14.56M	0.0%	+0.6%	1.211%
2/12/2026	StoneX Group Inc.	2,173	$355K	0.0%	-3.4%	0.030%
2/12/2026	Steward Partners Investment Advisory LLC	11,995	$1.96M	0.0%	+3.2%	0.163%
2/12/2026	Wedbush Securities Inc.	4,514	$739K	0.0%	+5.2%	0.061%
2/12/2026	WealthPLAN Partners LLC	1,294	$212K	0.0%	+4.9%	0.018%
2/12/2026	Mosley Wealth Management	2,126	$356K	0.2%	N/A	0.029%
2/12/2026	Kovack Advisors Inc.	7,633	$1.25M	0.1%	+46.1%	0.104%
2/11/2026	Gateway Wealth Partners LLC	7,714	$1.26M	0.1%	N/A	0.105%
2/11/2026	Janney Montgomery Scott LLC	47,791	$7.82M	0.0%	-2.8%	0.650%
2/11/2026	LPL Financial LLC	462,771	$75.71M	0.0%	-4.8%	6.296%
2/11/2026	O Shaughnessy Asset Management LLC	588	$96K	0.0%	+149.2%	0.008%
2/11/2026	Comprehensive Financial Planning Inc. PA	6,594	$1.08M	0.7%	-3.9%	0.090%
2/11/2026	OneAscent Financial Services LLC	36,118	$5.91M	0.5%	N/A	0.491%
2/11/2026	Vise Technologies Inc.	2,806	$459K	0.0%	N/A	0.038%
2/10/2026	Goldman Sachs Group Inc.	14,304	$2.34M	0.0%	N/A	0.195%
2/10/2026	Calton & Associates Inc.	15,039	$2.46M	0.4%	-2.0%	0.205%
2/10/2026	Twin Peaks Wealth Advisors LLC	34,807	$5.77M	1.7%	-2.2%	0.474%
2/10/2026	Impact Partnership Wealth LLC	9,682	$1.58M	0.2%	+8.2%	0.132%
2/10/2026	Northwestern Mutual Wealth Management Co.	8,338	$1.36M	0.0%	+23.5%	0.113%
2/10/2026	IFG Advisory LLC	17,693	$2.89M	0.1%	+9.0%	0.241%
2/9/2026	Kingsview Wealth Management LLC	37,449	$6.13M	0.1%	N/A	0.510%
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2/9/2026	Integrity Alliance LLC.	5,309	$868K	0.0%	-4.6%	0.072%
2/9/2026	Harbour Investments Inc.	29,601	$4.84M	0.1%	+3.2%	0.403%
2/9/2026	Prospera Financial Services Inc	4,826	$790K	0.0%	-1.9%	0.066%
2/6/2026	Signature Estate & Investment Advisors LLC	11,293	$1.85M	0.0%	-2.5%	0.154%
2/6/2026	IFP Advisors Inc	200	$33K	0.0%	-43.7%	0.003%
2/6/2026	HighTower Advisors LLC	24,904	$4.07M	0.0%	-7.8%	0.339%
2/5/2026	Kapstone Financial Advisors LLC	1,481	$242K	0.1%	-19.9%	0.020%
2/5/2026	Northwestern Mutual Wealth Management Co.	382,823	$62.63M	0.0%	+5,572.3%	5.208%
2/5/2026	Western Wealth Management LLC	18,707	$3.06M	0.1%	-8.4%	0.255%
2/5/2026	Allworth Financial LP	1,372	$224K	0.0%	-50.1%	0.019%

FPX Institutional Ownership - Frequently Asked Questions

During the previous two years, 218 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 178 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 1,123,593 shares in the last 24 months. This purchase volume represents approximately $185.97M in transactions.

Of the 66 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: LPL Financial LLC ($23.36K), NewEdge Advisors LLC ($22.15K), Systelligence LLC ($8.51K), Cetera Investment Advisers ($8.13K), Cassia Capital Partners LLC ($7.84K), Farther Finance Advisors LLC ($7.32K), and Ameritas Advisory Services LLC ($6.56K).

Institutional investors have sold a total of 151,461 shares in the last 24 months. This volume of shares sold represents approximately $24.77M in transactions.

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Institutional ownership data for NYSEARCA:FPX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/27/2026. New 13F filings are added each quarter as they're published.

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First Trust US Equity Opportunities ETF (FPX) Institutional Ownership

FPX Institutional Buying and Selling by Quarter

First Trust US Equity Opportunities ETF Major Shareholders & Ownership History

FPX Institutional Ownership - Frequently Asked Questions

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First Trust US Equity Opportunities ETF (FPX) Institutional Ownership

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

FPX Institutional Buying and Selling by Quarter

First Trust US Equity Opportunities ETF Major Shareholders & Ownership History

FPX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FPX shares?

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

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

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

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

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