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First Trust US Equity Opportunities ETF (FPX) Institutional Ownership

First Trust US Equity Opportunities ETF logo
$112.15 -2.42 (-2.11%)
As of 03/28/2025 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)
74
Total
Institutional Inflows
(last 12 months)
$81.64M
Number of
Institutional Sellers
(last 12 months)
71
Total
Institutional Outflows
(last 12 months)
$38.40M
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FPX Institutional Buying and Selling by Quarter

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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
3/17/2025 Wealth Enhancement Advisory Services LLC27,467$3.28M0.0%-3.3%0.413%
2/25/2025 B. Riley Wealth Advisors Inc.3,139$375K0.0%-5.8%0.043%
2/17/2025 Focus Partners Wealth4,025$481K0.0%-10.6%0.055%
2/17/2025 Cetera Investment Advisers101,309$12.11M0.0%-1.1%1.388%
2/17/2025 Captrust Financial Advisors3,836$458K0.0%+31.6%0.053%
2/17/2025 Citadel Advisors LLC18,695$2.23M0.0%+49.3%0.256%
2/17/2025 Banque Transatlantique SA405$48K0.0%N/A0.006%
2/17/2025 Bank of America Corp DE142,375$17.02M0.0%+10.2%1.950%
2/17/2025 Ameriprise Financial Inc.49,760$5.95M0.0%-17.1%0.682%
2/17/2025 Ancora Advisors LLC7,813$934K0.0%-2.3%0.107%
2/14/2025 Jane Street Group LLC18,259$2.18M0.0%N/A0.250%
2/14/2025 Two Sigma Securities LLC2,209$264K0.0%N/A0.030%
2/14/2025 Susquehanna International Group LLP12,774$1.53M0.0%-67.1%0.175%
2/14/2025 IHT Wealth Management LLC6,934$829K0.0%+2.3%0.095%
2/14/2025 Stifel Financial Corp15,711$1.88M0.0%+15.5%0.215%
2/13/2025 NewEdge Advisors LLC8,635$1.03M0.0%-11.1%0.118%
2/13/2025 Insigneo Advisory Services LLC1,813$217K0.0%-66.6%0.025%
2/13/2025 Mariner LLC15,640$1.87M0.0%+17.6%0.214%
2/13/2025 Kraft Davis & Associates LLC6,866$821K0.2%-4.4%0.094%
2/13/2025 Raymond James Financial Inc.118,788$14.20M0.0%N/A1.627%
2/13/2025 Advisory Services Network LLC5,965$713K0.0%-2.6%0.082%
2/13/2025 Concentrum Wealth Management6,007$718K0.3%-3.2%0.082%
2/13/2025 Envestnet Asset Management Inc.76,318$9.12M0.0%+43.8%1.045%
2/13/2025 Wedbush Securities Inc.2,325$278K0.0%-12.3%0.032%
2/13/2025 Wells Fargo & Company MN255,337$30.52M0.0%-2.3%3.498%
2/12/2025 World Investment Advisors2,440$292K0.0%+4.3%0.033%
2/12/2025 O Shaughnessy Asset Management LLC417$50K0.0%+373.9%0.006%
2/12/2025 JPMorgan Chase & Co.1,761$211K0.0%+296.6%0.024%
2/12/2025 Morey & Quinn Wealth Partners LLC4,665$557K0.5%N/A0.064%
2/11/2025 Signature Estate & Investment Advisors LLC11,651$1.39M0.0%-5.5%0.160%
2/11/2025 Congress Wealth Management LLC DE79,140$9.46M0.1%+0.4%1.084%
2/11/2025 LPL Financial LLC277,479$33.16M0.0%-5.0%3.801%
2/10/2025 Harbour Investments Inc.29,176$3.49M0.1%-5.5%0.400%
2/10/2025 Corient Private Wealth LLC2,780$332K0.0%-9.9%0.038%
2/10/2025 Envestnet Portfolio Solutions Inc.1,807$216K0.0%N/A0.025%
2/10/2025 Atala Financial Inc335$40K0.0%N/A0.005%
2/10/2025 Commonwealth Equity Services LLC86,759$10.37M0.0%-3.5%1.188%
2/10/2025 Avantax Advisory Services Inc.2,676$320K0.0%-30.6%0.037%
2/10/2025 EverSource Wealth Advisors LLC3,268$391K0.0%N/A0.045%
2/7/2025 HighTower Advisors LLC32,259$3.86M0.0%-3.0%0.442%
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2/7/2025 Independent Advisor Alliance2,704$323K0.0%N/A0.037%
2/7/2025 Alpha Omega Group Inc.2,388$285K0.3%-19.1%0.033%
2/7/2025 PNC Financial Services Group Inc.1,735$207K0.0%-16.9%0.024%
2/6/2025 Raymond James Financial Inc.118,788$14.20M0.0%N/A1.627%
2/6/2025 Atria Investments Inc11,674$1.40M0.0%-4.3%0.160%
2/6/2025 Assetmark Inc.396$47K0.0%N/A0.005%
2/6/2025 Kapstone Financial Advisors LLC1,616$209K0.1%N/A0.022%
2/6/2025 Patten Group Inc.3,063$366K0.1%+3.2%0.042%
2/5/2025 SRS Capital Advisors Inc.6,517$779K0.0%-18.4%0.089%
2/4/2025 Twin Peaks Wealth Advisors LLC40,092$4.79M2.0%-4.6%0.549%
2/4/2025 Bank of New York Mellon Corp2,063$246K0.0%N/A0.028%
2/3/2025 Lloyd Advisory Services LLC.16,153$1.93M0.9%-0.5%0.221%
2/3/2025 Capital Advisory Group Advisory Services LLC3,108$371K0.1%-31.8%0.043%
2/3/2025 Pacific Sun Financial Corp8,094$967K0.5%-2.6%0.111%
2/3/2025 Private Advisor Group LLC17,060$2.04M0.0%-6.2%0.234%
2/3/2025 Good Life Advisors LLC39,493$4.72M0.3%-22.0%0.541%
1/31/2025 Proactive Wealth Strategies LLC22,098$2.64M1.4%+15.3%0.303%
1/31/2025 D.A. Davidson & CO.27,790$3.32M0.0%+2.7%0.381%
1/31/2025 Truist Financial Corp61,185$7.31M0.0%+61.3%0.838%
1/31/2025 NTV Asset Management LLC6,030$721K0.1%-1.6%0.083%
1/31/2025 Spectrum Wealth Advisory Group LLC12,012$1.44M0.7%-2.1%0.165%
1/30/2025 Valmark Advisers Inc.1,768$211K0.0%N/A0.024%
1/30/2025 Tcfg Wealth Management LLC3,559$425K0.2%-8.3%0.049%
1/30/2025 Principal Securities Inc.323$39K0.0%-67.4%0.004%
1/30/2025 Puff Wealth Management LLC1,837$219K0.4%N/A0.025%
1/30/2025 Blue Trust Inc.880$105K0.0%N/A0.012%
1/30/2025 Family Capital Management Inc.2,327$278K0.2%-8.3%0.032%
1/28/2025 Appleton Partners Inc. MA1,716$205K0.0%N/A0.024%
1/28/2025 Golden State Wealth Management LLC21,282$2.54M0.4%N/A0.292%
1/27/2025 Stratos Wealth Partners LTD.3,786$453K0.0%-14.8%0.052%
1/27/2025 Cassia Capital Partners LLC67,827$8.11M5.2%-2.1%0.929%
1/23/2025 Integris Wealth Management LLC1,772$212K0.1%N/A0.024%
1/23/2025 Calton & Associates Inc.13,619$1.63M0.7%+75.1%0.187%
1/21/2025 B.O.S.S. Retirement Advisors LLC3,726$445K0.1%N/A0.051%
1/21/2025 Dynamic Advisor Solutions LLC1,812$217K0.0%-7.6%0.025%
1/21/2025 Accel Wealth Management2,020$241K0.1%-25.4%0.028%
1/21/2025 Eclectic Associates Inc. ADV7,079$846K0.3%+95.4%0.097%
1/21/2025 Impact Partnership Wealth LLC8,750$1.05M0.2%+41.7%0.120%
1/21/2025 RFG Advisory LLC3,784$452K0.0%-3.4%0.052%
1/17/2025 Apeiron RIA LLC4,343$519K0.1%N/A0.059%
1/17/2025 Janney Montgomery Scott LLC47,422$5.67M0.0%+0.9%0.650%
1/16/2025 Pure Financial Advisors LLC2,510$300K0.0%N/A0.034%
1/15/2025 Householder Group Estate & Retirement Specialist LLC6,603$789K0.6%+1.5%0.090%
1/15/2025 Decker Retirement Planning Inc.588$70K0.0%N/A0.008%
1/14/2025 Clarus Wealth Advisors7,265$867K0.4%-5.7%0.100%
12/26/2024 JPMorgan Chase & Co.444$49K0.0%+34.5%0.006%
12/13/2024 B. Riley Wealth Advisors Inc.3,331$365K0.0%-3.3%0.046%
11/25/2024 Synovus Financial Corp2,007$221K0.0%N/A0.027%
11/25/2024 Wilmington Savings Fund Society FSB350$39K0.0%N/A0.005%
11/25/2024 World Investment Advisors LLC2,340$258K0.0%N/A0.032%
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11/15/2024 MML Investors Services LLC4,956$546K0.0%-5.1%0.068%
11/15/2024 Insigneo Advisory Services LLC5,423$598K0.1%-17.0%0.074%
11/15/2024 Stifel Financial Corp13,607$1.50M0.0%+34.7%0.186%
11/15/2024 HighTower Advisors LLC33,258$3.66M0.0%-32.3%0.456%
11/15/2024 Arrowroot Family Office LLC1,855$204K0.1%N/A0.025%
11/15/2024 Benjamin Edwards Inc.5,367$592K0.0%N/A0.074%
11/14/2024 Captrust Financial Advisors2,915$321K0.0%+40.3%0.040%
11/13/2024 D.A. Davidson & CO.27,069$2.98M0.0%-15.1%0.371%
11/13/2024 Wiser Advisor Group LLC1,414$156K0.2%-38.9%0.019%
11/8/2024 Kraft Davis & Associates LLC7,180$806K0.2%-28.0%0.098%
(Data available from 1/1/2016 forward)

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FPX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FPX shares?

During the previous two years, 172 institutional investors and hedge funds held shares of First Trust US Equity Opportunities ETF. The most heavily invested institutionals were LPL Financial LLC ($33.16M), Wells Fargo & Company MN ($30.52M), Bank of America Corp DE ($17.02M), Raymond James Financial Inc. ($14.20M), Cetera Investment Advisers ($12.11M), Commonwealth Equity Services LLC ($10.37M), and Congress Wealth Management LLC DE ($9.46M).Learn more on FPX's institutional investors.

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

Of the 111 institutional investors that purchased First Trust US Equity Opportunities ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($338.68K), Raymond James Financial Inc. ($237.58K), SageView Advisory Group LLC ($71.53K), Janney Montgomery Scott LLC ($47.42K), Twin Peaks Wealth Advisors LLC ($46.93K), GeoWealth Management LLC ($33.78K), and Onyx Bridge Wealth Group LLC ($31.44K).

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

Institutional investors have bought a total of 1,432,374 shares in the last 24 months. This purchase volume represents approximately $143.60M in transactions.

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

Of the 108 institutional investors that sold First Trust US Equity Opportunities ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($177.92K), LPL Financial LLC ($106.22K), Cambridge Investment Research Advisors Inc. ($95.60K), Commonwealth Equity Services LLC ($84.67K), Kestra Advisory Services LLC ($79.31K), Raymond James Financial Services Advisors Inc. ($63.56K), and Envestnet Asset Management Inc. ($40.55K).

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

Institutional investors have sold a total of 1,207,767 shares in the last 24 months. This volume of shares sold represents approximately $114.48M in transactions.


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This page (NYSEARCA:FPX) was last updated on 3/29/2025 by MarketBeat.com Staff
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