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First Trust US Equity Opportunities ETF (FPX) Institutional Ownership

First Trust US Equity Opportunities ETF logo
$110.35
-1.09 (-0.98%)
(As of 11/4/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
49
Total
Institutional Inflows
(last 12 months)
$40.30M
Number of
Institutional Sellers
(last 12 months)
70
Total
Institutional Outflows
(last 12 months)
$64.34M
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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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/4/2024Cottonwood Capital Advisors LLC2,351$259K0.2%-91.5%0.032%
11/4/2024Tyler Stone Wealth Management2,971$327K0.1%+99.9%0.041%
11/1/2024 Atria Investments Inc12,193$1.34M0.0%+3.0%0.167%
10/29/2024 Fernwood Investment Management LLC15,484$1.71M0.6%-3.3%0.212%
10/29/2024 Janney Montgomery Scott LLC46,994$5.18M0.0%N/A0.644%
10/29/2024 Chicago Partners Investment Group LLC19,303$2.17M0.1%-2.0%0.264%
10/25/2024 Twin Peaks Wealth Advisors LLC42,029$4.63M2.1%-2.9%0.576%
10/25/2024 Pathway Financial Advisers LLC470$52K0.0%N/A0.006%
10/25/2024 Fidelis Capital Partners LLC4,620$509K0.1%N/A0.063%
10/24/2024 Hibernia Wealth Partners LLC4,547$501K0.1%N/A0.062%
10/24/2024 Wealth Enhancement Advisory Services LLC28,398$3.13M0.0%-13.8%0.389%
10/24/2024 Pathway Financial Advisers LLC470$52K0.0%N/A0.006%
10/23/2024 Impact Partnership Wealth LLC6,176$681K0.2%+30.4%0.085%
10/22/2024 Private Advisor Group LLC18,185$2.00M0.0%-13.9%0.249%
10/21/2024 Calton & Associates Inc.7,777$857K0.3%-43.8%0.107%
10/21/2024 Cassia Capital Partners LLC69,305$7.64M5.0%-2.6%0.949%
10/18/2024Raymond James & Associates77,300$8.52M0.0%-6.1%1.059%
10/17/2024Onyx Bridge Wealth Group LLC16,078$1.77M0.3%-6.3%0.220%
10/16/2024 Good Life Advisors LLC50,609$5.58M0.3%-4.4%0.693%
10/16/2024 Cornerstone Wealth Management LLC6,053$667K0.0%-2.4%0.083%
10/15/2024 RDA Financial Network5,330$587K0.2%-4.2%0.073%
10/11/2024 Creative Planning6,734$742K0.0%-4.8%0.092%
10/10/2024 Lloyd Advisory Services LLC.16,232$1.79M0.9%N/A0.222%
10/9/2024 Pacific Sun Financial Corp8,309$916K0.5%-5.4%0.114%
10/9/2024 Clarus Wealth Advisors7,702$849K0.4%+5.1%0.106%
10/9/2024 Patten Group Inc.2,967$327K0.1%-3.9%0.041%
10/8/2024 CWM LLC3,048$336K0.0%-11.2%0.042%
10/8/2024 Dynamic Advisor Solutions LLC1,962$216K0.0%N/A0.027%
10/5/2024 Eclectic Associates Inc. ADV3,622$399K0.2%N/A0.050%
9/5/2024Sanctuary Advisors LLC2,161$218K0.0%N/A0.030%
8/22/2024Cetera Investment Advisers115,441$11.47M0.0%-11.2%1.581%
8/21/2024Advisory Alpha LLC3,956$393K0.0%-79.1%0.054%
8/21/2024Truist Financial Corp37,730$3.75M0.0%-4.2%0.517%
8/19/2024B. Riley Wealth Advisors Inc.3,444$342K0.0%-29.7%0.047%
8/16/2024NewEdge Advisors LLC12,768$1.27M0.0%-9.2%0.175%
8/16/2024 Creative Planning7,074$703K0.0%+71.7%0.097%
8/14/2024Insigneo Advisory Services LLC6,536$603K0.1%-16.6%0.090%
8/13/2024AE Wealth Management LLC2,321$231K0.0%-10.5%0.032%
8/13/2024Benjamin F. Edwards & Company Inc.5,428$539K0.0%-18.8%0.074%
8/12/2024Purus Wealth Management LLC2,207$219K0.1%-7.1%0.030%
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8/8/2024Envestnet Asset Management Inc.51,831$5.15M0.0%-4.8%0.710%
8/8/2024LPL Financial LLC336,009$33.38M0.0%-0.8%4.603%
8/7/2024Wedbush Securities Inc.2,652$263K0.0%-9.8%0.036%
8/6/2024SRS Capital Advisors Inc.91,275$9.07M0.9%-1.6%1.250%
8/5/2024 Private Advisor Group LLC21,124$2.10M0.0%-4.3%0.289%
8/3/2024 Impact Partnership Wealth LLC4,736$470K0.1%+3.2%0.065%
7/31/2024Commonwealth Equity Services LLC94,844$9.42M0.0%-9.5%1.299%
7/31/2024 IFG Advisory LLC6,668$662K0.0%N/A0.091%
7/30/2024 International Assets Investment Management LLC624$62K0.0%N/A0.009%
7/29/2024Kraft Davis & Associates LLC9,975$994K0.3%-21.5%0.137%
7/29/2024 Ameritas Advisory Services LLC3,100$308K0.0%N/A0.042%
7/26/2024Harbour Investments Inc.31,977$3.18M0.1%-0.6%0.438%
7/26/2024 Cambridge Investment Research Advisors Inc.46,990$4.67M0.0%-2.7%0.644%
7/26/2024Signature Estate & Investment Advisors LLC13,322$1.32M0.0%N/A0.182%
7/22/2024 Capital Advisory Group Advisory Services LLC4,557$453K0.2%-14.1%0.062%
7/22/2024Onyx Bridge Wealth Group LLC17,154$1.70M0.3%-4.7%0.235%
7/19/2024 Pacific Sun Financial Corp8,779$872K0.5%-1.8%0.120%
7/19/2024Western Wealth Management LLC23,646$2.35M0.2%-1.7%0.324%
7/19/2024Raymond James & Associates82,300$8.18M0.0%-1.7%1.127%
7/19/2024 Calton & Associates Inc.13,842$1.38M0.7%-9.3%0.190%
7/17/2024Cottonwood Capital Advisors LLC27,727$2.75M2.1%-1.4%0.380%
7/16/2024 Cornerstone Wealth Management LLC6,203$616K0.0%-7.3%0.085%
7/16/2024 Wealth Enhancement Advisory Services LLC32,936$3.27M0.0%-44.5%0.451%
7/15/2024RFG Advisory LLC3,799$377K0.0%+4.6%0.052%
7/12/2024 Atlas Private Wealth Advisors5,588$555K0.1%+76.8%0.077%
7/12/2024 Accel Wealth Management3,509$349K0.1%-16.2%0.048%
7/11/2024 Clarus Wealth Advisors7,329$737K0.4%-5.1%0.100%
7/10/2024 CWM LLC3,432$341K0.0%-3.0%0.047%
5/24/2024Cetera Advisors LLC58,906$6.23M0.0%+94.9%0.807%
5/24/2024Cetera Investment Advisers130,004$13.75M0.0%+23.2%1.781%
5/21/2024 Atria Investments Inc11,752$1.24M0.0%-5.7%0.161%
5/16/2024B. Riley Wealth Advisors Inc.4,897$518K0.0%+25.7%0.067%
5/16/2024Ancora Advisors LLC8,305$879K0.0%-3.5%0.114%
5/16/2024Kraft Davis & Associates LLC12,711$1.31M0.4%-6.0%0.174%
5/9/2024SageView Advisory Group LLC71,526$7.57M0.4%N/A0.980%
5/8/2024Avantax Advisory Services Inc.7,802$825K0.0%-38.1%0.107%
5/7/2024 NTV Asset Management LLC6,830$723K0.1%-1.4%0.093%
5/7/2024Oppenheimer & Co. Inc.2,440$258K0.0%-11.3%0.033%
5/6/2024 VitalStone Financial LLC733$78K0.1%-16.0%0.010%
5/6/2024Advisory Alpha LLC18,908$2M0.1%-16.2%0.257%
5/4/2024Geneos Wealth Management Inc.650$69K0.0%-25.7%0.009%
5/1/2024 Janney Montgomery Scott LLC47,307$5.01M0.0%-18.9%0.644%
5/1/2024 Lineweaver Wealth Advisors LLC2,739$290K0.1%N/A0.037%
4/30/2024 Private Advisor Group LLC22,065$2.33M0.0%-4.3%0.300%
4/29/2024Commonwealth Equity Services LLC104,773$11.09M0.0%-10.4%1.425%
4/29/2024Onyx Bridge Wealth Group LLC17,994$1.82M0.3%-10.3%0.245%
4/26/2024Cottonwood Capital Advisors LLC28,120$2.98M2.3%+927.4%0.383%
4/25/2024 Cambridge Investment Research Advisors Inc.48,303$5.11M0.0%-33.3%0.657%
4/23/2024 Twin Peaks Wealth Advisors LLC44,207$4.68M2.6%-5.8%0.601%
4/23/2024Raymond James Financial Services Advisors Inc.46,565$4.93M0.0%+0.3%0.634%
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4/22/2024Raymond James & Associates83,730$8.86M0.0%-6.8%1.139%
4/22/2024 Cassia Capital Partners LLC68,367$7.23M4.8%+6.5%0.930%
4/19/2024 Accel Wealth Management4,187$443K0.2%-6.4%0.047%
4/19/2024 PCG Wealth Advisors LLC8,221$870K0.4%-11.9%0.092%
4/16/2024 Calton & Associates Inc.15,263$1.62M0.8%-2.8%0.171%
4/16/2024 Wealth Enhancement Advisory Services LLC59,293$6.27M0.0%-11.1%0.662%
4/15/2024 Epiq Partners LLC2,000$212K0.1%N/A0.022%
4/11/2024 Clarus Wealth Advisors7,722$787K0.4%-11.7%0.086%
4/11/2024RFG Advisory LLC3,631$384K0.0%+19.3%0.041%
4/9/2024 Mather Group LLC.243$26K0.0%N/A0.003%
(Data available from 1/1/2016 forward)

FPX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FPX shares?

During the previous two years, 144 institutional investors and hedge funds held shares of First Trust US Equity Opportunities ETF. The most heavily invested institutionals were LPL Financial LLC ($33.38M), Wells Fargo & Company MN ($25.09M), Cetera Investment Advisers ($11.47M), TMD Wealth Management LLC ($9.71M), Commonwealth Equity Services LLC ($9.42M), SRS Capital Advisors Inc. ($9.07M), and Raymond James & Associates ($8.52M).Learn more on FPX's institutional investors.

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

Of the 86 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), SageView Advisory Group LLC ($71.53K), Cetera Investment Advisers ($54.42K), Janney Montgomery Scott LLC ($46.99K), 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 1,075,695 shares in the last 24 months. This purchase volume represents approximately $97.89M in transactions.

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

Of the 105 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 ($164.07K), UBS Group AG ($125.77K), Cambridge Investment Research Advisors Inc. ($117.44K), Commonwealth Equity Services LLC ($107.18K), Kestra Advisory Services LLC ($79.31K), and Raymond James & Associates ($78.03K).

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

Institutional investors have sold a total of 1,591,261 shares in the last 24 months. This volume of shares sold represents approximately $140.17M in transactions.


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This page (NYSEARCA:FPX) was last updated on 11/4/2024 by MarketBeat.com Staff
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