Go Pro
→ Stranded On The Flood Plains of History (From Porter & Company) (Ad)tc pixel Free FPX Stock Alerts

First Trust US Equity Opportunities ETF (FPX) Institutional Ownership

First Trust US Equity Opportunities ETF logo
$195.20 0.00 (0.00%)
As of 07/2/2026 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
Get FPX Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust US Equity Opportunities ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
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%
Stranded On The Flood Plains of History (Ad)

The petrodollar arrangement that Kissinger brokered in 1974 officially expired in June 2024. China has slashed U.S. Treasury holdings by 45% from peak, and central banks are swapping dollars for gold at the fastest pace since the Cold War. Porter Stansberry believes Trump is channeling more than $3 trillion toward securing the minerals, chips, and infrastructure that make AI possible - and companies at those chokepoints like Vertiv (up 500%), GE Vernova (up 700%), and Arista Networks (up 750%) are already moving. Porter's new briefing names one asset to buy today plus five stocks positioned at the narrowest chokepoints of what he calls the Silicon Dollar.tc pixel

Read Porter's full briefing and get the ticker names today
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%
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%
2/10/2026IFG Advisory LLC17,693$2.89M0.1%+9.0%0.241%
2/9/2026Kingsview Wealth Management LLC37,449$6.13M0.1%N/A0.510%
2/9/2026Integrity Alliance LLC.5,309$868K0.0%-4.6%0.072%
2/9/2026Harbour Investments Inc.29,601$4.84M0.1%+3.2%0.403%
2/9/2026Prospera Financial Services Inc4,826$790K0.0%-1.9%0.066%
2/6/2026Signature Estate & Investment Advisors LLC11,293$1.85M0.0%-2.5%0.154%
2/6/2026IFP Advisors Inc200$33K0.0%-43.7%0.003%
2/6/2026HighTower Advisors LLC24,904$4.07M0.0%-7.8%0.339%
2/5/2026Kapstone Financial Advisors LLC1,481$242K0.1%-19.9%0.020%
2/5/2026Northwestern Mutual Wealth Management Co.382,823$62.63M0.0%+5,572.3%5.208%
2/5/2026Western Wealth Management LLC18,707$3.06M0.1%-8.4%0.255%
2/5/2026Allworth Financial LP1,372$224K0.0%-50.1%0.019%
2/5/2026Pacific Sun Financial Corp7,691$1.26M0.6%-3.9%0.105%
2/4/2026World Investment Advisors3,892$637K0.0%+3.2%0.053%
2/4/2026Concentrum Wealth Management3,857$631K0.2%-18.1%0.052%
Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)

We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.tc pixel

👉 Unlock the ticker now and get it completely free.
2/3/2026Costello Asset Management INC441$72K0.0%-18.9%0.006%
2/3/2026International Assets Investment Management LLC525$86K0.0%N/A0.007%
2/3/2026Eclectic Associates Inc. ADV6,007$983K0.2%-19.8%0.082%
2/3/2026RFG Advisory LLC3,521$576K0.0%-2.8%0.048%
2/2/2026Truist Financial Corp32,243$5.28M0.0%-1.4%0.439%
2/2/2026Sun Financial Inc1,410$231K0.1%N/A0.019%
2/2/2026Benjamin Edwards Inc.4,324$707K0.0%-7.1%0.059%
1/30/2026Sigma Planning Corp8,468$1.38M0.0%-8.2%0.115%
1/29/2026D.A. Davidson & CO.28,282$4.63M0.0%+7.7%0.385%
1/29/2026UBS 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.


Related Companies

This page (NYSEARCA:FPX) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners
Trump's gold order: the announcement they won't put on the front page
On August 15, 1971, Nixon interrupted prime-time television and ended the gold standard in 15 minutes - no deb...
Reagan Gold Group | Sponsoredtc pixel
Trump Takes Emergency Action - Plus Elon Musk's New Venture
Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Tru...
Altimetry | Sponsoredtc pixel
Do NOT Buy SpaceX – Do This Instead
SpaceX just went public - and Whitney Tilson, Harvard MBA and 30-year Wall Street veteran, says buying in coul...
Stansberry Research | Sponsoredtc pixel
SPCX Warning - and Worst News for Stocks in 50 Years
Goldman Sachs and Morgan Stanley are now predicting what could be the worst news for the U.S. stock market in ...
TradeSmith | Sponsoredtc pixel
Trump just signed it
A recent policy development is drawing attention from income-focused investors. According to one analyst, c...
Investors Alley | Sponsoredtc pixel
CODE RED: AI Meltdown Imminent?
After correctly predicting the 2008 and 2020 stock market meltdowns, I believe this AI company is about to tri...
Paradigm Press | Sponsoredtc pixel
Your $29.97 book is free today
Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. In fact, options ca...
Profits Run | Sponsoredtc pixel
From the man who predicted 2008 crash…
Porter Stansberry, founder of one of the largest financial research firms in the world, says he's breaking the...
Porter & Company | Sponsoredtc pixel