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First Trust US Equity Opportunities ETF (FPX) Institutional Ownership

First Trust US Equity Opportunities ETF logo
$177.36 -1.07 (-0.60%)
Closing price 10/13/2026 04:10 PM Eastern
Extended Trading
$177.36 0.00 (0.00%)
As of 10/13/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
110
Total
Institutional Inflows
(last 12 months)
$186.74M
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$24.40M
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FPX Institutional Buying and Selling by Quarter

First Trust US Equity Opportunities ETF Major Shareholders & Ownership History

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/13/2026Worthington Financial Partners LLC23,859$4.25M3.7%-0.3%0.293%
10/9/2026Eclectic Associates Inc. ADV2,864$510K0.1%-16.7%0.035%
10/9/2026First Heartland Consultants Inc.1,582$282K0.0%N/A0.019%
10/8/2026Avidian Wealth Enterprises LLC2,145$382K0.0%N/A0.026%
10/8/2026Puff Wealth Management LLC1,327$236K0.2%-7.3%0.016%
10/7/2026Elm3 Financial Group LLC1,207$215K0.1%-6.9%0.015%
10/7/2026Investors Research Corp3,954$705K0.1%-9.5%0.049%
9/23/2026Envestnet Asset Management Inc.49,825$10.27M0.0%-5.0%0.611%
9/9/2026Integrated Wealth Concepts LLC404$83K0.0%N/A0.005%
9/9/2026RFG Advisory LLC3,230$666K0.0%-3.1%0.039%
9/9/2026NewEdge Advisors LLC25,017$5.16M0.0%-7.3%0.301%
9/9/2026Baird Financial Group Inc.10,903$2.25M0.0%+34.0%0.131%
8/27/2026Corient Private Wealth LP2,753$567K0.0%+12.6%0.033%
8/22/2026Montgomery Financial Services LLC143$29K0.0%N/A0.002%
8/22/2026Comprehensive Financial Planning Inc. PA6,993$1.44M0.8%-4.0%0.084%
8/22/2026Concurrent Investment Advisors LLC6,466$1.33M0.0%+10.3%0.078%
8/21/2026Acorn Wealth Advisors LLC1,133$234K0.1%N/A0.014%
8/21/2026Triumph Capital Management7,321$1.51M0.3%+116.0%0.088%
7/10/2026Accel Wealth Management985$203K0.0%N/A0.012%
7/10/2026Ocean Park Asset Management LLC50,325$10.38M0.5%N/A0.617%
7/10/2026City Holding Co.1,610$332K0.0%+80.9%0.020%
7/9/2026Adamsbrown Wealth Consultants LLC1,572$324K0.1%N/A0.019%
7/8/2026Puff Wealth Management LLC1,432$295K0.3%N/A0.018%
7/8/2026Eclectic Associates Inc. ADV3,439$708K0.1%-4.7%0.042%
7/7/2026Dynamic Advisor Solutions LLC1,588$327K0.0%+20.2%0.020%
6/3/2026NewEdge Advisors LLC26,977$4.28M0.0%-18.3%0.367%
5/19/2026NewEdge Advisors LLC26,581$4.22M0.1%-19.5%0.362%
5/19/2026Bank of America Corp DE204,237$32.44M0.0%+43.3%2.779%
5/19/2026Arkadios Wealth Advisors1,926$306K0.0%+27.0%0.026%
5/18/2026Royal Bank of Canada112,977$17.94M0.0%+57.7%1.537%
5/15/2026Gateway Wealth Partners LLC16,803$2.67M0.1%+117.8%0.229%
5/13/2026Cetera Investment Advisers86,687$13.77M0.0%+3.6%1.179%
5/8/2026Pacific Sun Financial Corp8,223$1.31M0.6%+6.9%0.112%
5/8/2026PNC Financial Services Group Inc.711$113K0.0%-17.8%0.010%
5/5/2026D.A. Davidson & CO.30,246$4.80M0.0%+6.9%0.412%
5/5/2026Ethos Financial Group LLC45,500$7.23M0.5%N/A0.619%
5/5/2026Sigma Planning Corp7,844$1.25M0.0%-7.4%0.107%
5/4/2026Chicago Partners Investment Group LLC15,785$2.51M0.0%-23.2%0.215%
5/2/2026International Assets Investment Management LLC250$40K0.0%-52.4%0.003%
5/1/2026Fifth Third Bancorp199$32K0.0%N/A0.003%
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4/30/2026Kestra Advisory Services LLC21,432$3.40M0.0%+24.2%0.292%
4/28/2026Whittier Trust Co. of Nevada Inc.529$87K0.0%+51.1%0.007%
4/27/2026World Investment Advisors4,573$726K0.0%+17.5%0.062%
4/27/2026Private Advisor Group LLC19,581$3.11M0.0%+1.4%0.266%
4/25/2026Patten Group Inc.7,283$1.16M0.2%+2.4%0.099%
4/24/2026Cassia Capital Partners LLC58,822$9.34M4.8%+4.2%0.800%
4/24/2026Impact Partnership Wealth LLC13,599$2.16M0.3%+40.5%0.185%
4/23/2026Flagstar Advisors Inc.1,688$268K0.1%N/A0.023%
4/23/2026Wiser Advisor Group LLC1,179$187K0.2%-11.4%0.016%
4/22/2026Janney Montgomery Scott LLC47,107$7.48M0.0%-1.4%0.641%
4/22/2026Systelligence LLC101,920$16.19M3.1%-7.7%1.387%
4/20/2026RFG Advisory LLC3,335$530K0.0%-5.3%0.045%
3/23/2026J. Derek Lewis & Associates Inc.2,959$484K0.1%N/A0.040%
3/17/2026Rockefeller Capital Management L.P.2,738$448K0.0%+5.3%0.037%
3/16/2026Osbon Capital Management LLC261$43K0.0%N/A0.004%
3/13/2026World Investment Advisors3,892$637K0.0%+3.2%0.053%
3/9/2026Rubicon Advisors GP3,198$523K0.5%N/A0.044%
3/5/2026Worthington Financial Partners LLC25,275$4.14M3.7%N/A0.344%
2/18/2026Ameriflex Group Inc.150$25K0.0%-34.8%0.002%
2/18/2026Mercer Global Advisors Inc. ADV2,590$424K0.0%-8.4%0.035%
2/18/2026NewEdge Advisors LLC33,034$5.40M0.0%-21.1%0.449%
2/18/2026VestGen Advisors LLC5,253$859K0.0%-9.7%0.071%
2/17/2026AQR Capital Management LLC1,307$214K0.0%-51.3%0.018%
2/17/2026Cetera Investment Advisers83,663$13.69M0.0%-8.9%1.138%
2/17/2026Equitable Holdings Inc.13,729$2.25M0.0%+14.0%0.187%
2/17/2026Kovack Advisors Inc.7,633$1.25M0.1%+46.1%0.104%
2/17/2026Osaic Holdings Inc.99,641$16.30M0.0%+4.2%1.356%
2/17/2026Advisory Services Network LLC5,937$971K0.0%-3.5%0.081%
2/17/2026Private Advisor Group LLC19,315$3.16M0.0%+22.3%0.263%
2/17/2026Blair William & Co. IL533$87K0.0%+21.1%0.007%
2/17/2026Royal Bank of Canada71,658$11.72M0.0%+33.0%0.975%
2/16/2026MML Investors Services LLC12,270$2.01M0.0%+18.4%0.167%
2/16/2026Mariner LLC16,778$2.75M0.0%-2.8%0.228%
2/16/2026Arax Advisory Partners4,670$764K0.0%N/A0.064%
2/13/2026Kestra Advisory Services LLC17,262$2.82M0.0%-2.1%0.235%
2/13/2026Stifel Financial Corp9,155$1.50M0.0%-0.9%0.125%
2/13/2026Morgan Stanley657,727$107.60M0.0%-0.3%8.949%
2/13/2026Golden State Wealth Management LLC18,438$3.02M0.3%-1.8%0.251%
2/13/2026Wells Fargo & Company MN340,788$55.75M0.0%+3.5%4.637%
2/12/2026Insigneo Advisory Services LLC3,221$527K0.0%+104.2%0.044%
2/12/2026Triumph Capital Management3,247$531K0.1%+7.9%0.044%
2/12/2026Commonwealth Equity Services LLC88,973$14.56M0.0%+0.6%1.211%
2/12/2026StoneX Group Inc.2,173$355K0.0%-3.4%0.030%
2/12/2026Steward Partners Investment Advisory LLC11,995$1.96M0.0%+3.2%0.163%
2/12/2026Wedbush Securities Inc.4,514$739K0.0%+5.2%0.061%
2/12/2026WealthPLAN Partners LLC1,294$212K0.0%+4.9%0.018%
2/12/2026Mosley Wealth Management2,126$356K0.2%N/A0.029%
2/12/2026Kovack Advisors Inc.7,633$1.25M0.1%+46.1%0.104%
2/11/2026Gateway Wealth Partners LLC7,714$1.26M0.1%N/A0.105%
2/11/2026Janney Montgomery Scott LLC47,791$7.82M0.0%-2.8%0.650%
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2/11/2026LPL Financial LLC462,771$75.71M0.0%-4.8%6.296%
2/11/2026O Shaughnessy Asset Management LLC588$96K0.0%+149.2%0.008%
2/11/2026Comprehensive Financial Planning Inc. PA6,594$1.08M0.7%-3.9%0.090%
2/11/2026OneAscent Financial Services LLC36,118$5.91M0.5%N/A0.491%
2/11/2026Vise Technologies Inc.2,806$459K0.0%N/A0.038%
2/10/2026Goldman Sachs Group Inc.14,304$2.34M0.0%N/A0.195%
2/10/2026Calton & Associates Inc.15,039$2.46M0.4%-2.0%0.205%
2/10/2026Twin Peaks Wealth Advisors LLC34,807$5.77M1.7%-2.2%0.474%
2/10/2026Impact Partnership Wealth LLC9,682$1.58M0.2%+8.2%0.132%
2/10/2026Northwestern Mutual Wealth Management Co.8,338$1.36M0.0%+23.5%0.113%


FPX Institutional Ownership - Frequently Asked Questions

During the previous two years, 220 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 1,126,795 shares in the last 24 months. This purchase volume represents approximately $186.74M in transactions.

Of the 67 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: NewEdge Advisors LLC ($24.11K), LPL Financial LLC ($23.36K), 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 148,014 shares in the last 24 months. This volume of shares sold represents approximately $24.40M 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 10/14/2026. New 13F filings are added each quarter as they're published.
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