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First Trust US Equity Opportunities ETF (FPX) Institutional Ownership

First Trust US Equity Opportunities ETF logo
$183.13 -4.29 (-2.29%)
As of 07/24/2026 04:10 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)
127
Total
Institutional Inflows
(last 12 months)
$199.92M
Number of
Institutional Sellers
(last 12 months)
76
Total
Institutional Outflows
(last 12 months)
$38.95M
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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
7/10/2026 Accel Wealth Management985$203K0.0%N/A0.012%
7/10/2026 Ocean Park Asset Management LLC50,325$10.38M0.5%N/A0.617%
7/10/2026 City Holding Co.1,610$332K0.0%+80.9%0.020%
7/9/2026 Adamsbrown Wealth Consultants LLC1,572$324K0.1%N/A0.019%
7/8/2026 Puff Wealth Management LLC1,432$295K0.3%N/A0.018%
7/8/2026 Eclectic Associates Inc. ADV3,439$708K0.1%-4.7%0.042%
7/7/2026 Dynamic 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%
5/2/2026 International 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%
4/23/2026 Flagstar 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%
4/22/2026 Systelligence LLC101,920$16.19M3.1%-7.7%1.387%
4/20/2026 RFG Advisory LLC3,335$530K0.0%-5.3%0.045%
3/23/2026J. 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%
3/5/2026 Worthington Financial Partners LLC25,275$4.14M3.7%N/A0.344%
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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%
2/13/2026 Golden 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%
2/12/2026 Triumph 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%
2/12/2026 Mosley 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%
2/9/2026 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%
2/6/2026HighTower Advisors LLC24,904$4.07M0.0%-7.8%0.339%
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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%
2/3/2026Costello 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%


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 176 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 1,222,423 shares in the last 24 months. This purchase volume represents approximately $199.92M in transactions.

Of the 76 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), Bank of America Corp DE ($25.70K), LPL Financial LLC ($23.36K), NewEdge Advisors LLC ($22.15K), Cetera Investment Advisers ($18.40K), Systelligence LLC ($8.51K), and Integrity Alliance LLC. ($7.94K).

Institutional investors have sold a total of 249,421 shares in the last 24 months. This volume of shares sold represents approximately $38.95M in transactions.


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This page (NYSEARCA:FPX) was last updated on 7/25/2026 by MarketBeat.com Staff.
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