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First Trust US Equity Opportunities ETF (FPX) Institutional Ownership

First Trust US Equity Opportunities ETF logo
$129.58 +2.02 (+1.58%)
As of 01/21/2025 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)
57
Total
Institutional Inflows
(last 12 months)
$40.83M
Number of
Institutional Sellers
(last 12 months)
67
Total
Institutional Outflows
(last 12 months)
$51.74M
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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
1/21/2025B.O.S.S. Retirement Advisors LLC3,726$445K0.1%N/A0.051%
1/21/2025Dynamic Advisor Solutions LLC1,812$217K0.0%-7.6%0.025%
1/21/2025Accel Wealth Management2,020$241K0.1%-25.4%0.028%
1/21/2025Eclectic Associates Inc. ADV7,079$846K0.3%+95.4%0.097%
1/21/2025Impact Partnership Wealth LLC8,750$1.05M0.2%+41.7%0.120%
1/21/2025RFG 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%
12/26/2024JPMorgan Chase & Co.444$49K0.0%+34.5%0.006%
12/13/2024B. Riley Wealth Advisors Inc.3,331$365K0.0%-3.3%0.046%
11/25/2024Synovus Financial Corp2,007$221K0.0%N/A0.027%
11/25/2024Wilmington Savings Fund Society FSB350$39K0.0%N/A0.005%
11/25/2024World Investment Advisors LLC2,340$258K0.0%N/A0.032%
11/15/2024MML Investors Services LLC4,956$546K0.0%-5.1%0.068%
11/15/2024Insigneo Advisory Services LLC5,423$598K0.1%-17.0%0.074%
11/15/2024Stifel Financial Corp13,607$1.50M0.0%+34.7%0.186%
11/15/2024HighTower Advisors LLC33,258$3.66M0.0%-32.3%0.456%
11/15/2024Arrowroot Family Office LLC1,855$204K0.1%N/A0.025%
11/15/2024Benjamin Edwards Inc.5,367$592K0.0%N/A0.074%
11/14/2024Captrust Financial Advisors2,915$321K0.0%+40.3%0.040%
11/13/2024D.A. Davidson & CO.27,069$2.98M0.0%-15.1%0.371%
11/13/2024Wiser Advisor Group LLC1,414$156K0.2%-38.9%0.019%
11/8/2024Kraft Davis & Associates LLC7,180$806K0.2%-28.0%0.098%
11/8/2024Prospera Financial Services Inc4,905$541K0.0%-14.1%0.067%
11/7/2024Spectrum Wealth Advisory Group LLC12,267$1.35M0.8%-0.7%0.168%
11/6/2024Signature Estate & Investment Advisors LLC12,329$1.36M0.0%-7.5%0.169%
11/6/2024Kovack Advisors Inc.5,549$611K0.1%-7.1%0.076%
11/6/2024Oppenheimer & Co. Inc.2,413$266K0.0%+5.7%0.033%
11/5/2024Proactive Wealth Strategies LLC19,166$2.11M1.2%N/A0.263%
11/5/2024Harbour Investments Inc.30,863$3.40M0.1%-3.5%0.423%
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%
11/1/2024Atria Investments Inc12,193$1.34M0.0%+3.0%0.167%
10/29/2024Fernwood 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%
10/29/2024Chicago Partners Investment Group LLC19,303$2.17M0.1%-2.0%0.264%
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10/25/2024Twin Peaks Wealth Advisors LLC42,029$4.63M2.1%-2.9%0.576%
10/25/2024Pathway Financial Advisers LLC470$52K0.0%N/A0.006%
10/25/2024Fidelis Capital Partners LLC4,620$509K0.1%N/A0.063%
10/24/2024Hibernia 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%
10/24/2024Pathway Financial Advisers LLC470$52K0.0%N/A0.006%
10/23/2024Impact Partnership Wealth LLC6,176$681K0.2%+30.4%0.085%
10/22/2024Private Advisor Group LLC18,185$2.00M0.0%-13.9%0.249%
10/21/2024Calton & Associates Inc.7,777$857K0.3%-43.8%0.107%
10/21/2024Cassia 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%
10/16/2024Good Life Advisors LLC50,609$5.58M0.3%-4.4%0.693%
10/16/2024Cornerstone Wealth Management LLC6,053$667K0.0%-2.4%0.083%
10/15/2024 RDA Financial Network5,330$587K0.2%-4.2%0.073%
10/11/2024Creative Planning6,734$742K0.0%-4.8%0.092%
10/10/2024Lloyd Advisory Services LLC.16,232$1.79M0.9%N/A0.222%
10/9/2024Pacific Sun Financial Corp8,309$916K0.5%-5.4%0.114%
10/9/2024 Clarus Wealth Advisors7,702$849K0.4%+5.1%0.106%
10/9/2024Patten Group Inc.2,967$327K0.1%-3.9%0.041%
10/8/2024CWM LLC3,048$336K0.0%-11.2%0.042%
10/8/2024Dynamic Advisor Solutions LLC1,962$216K0.0%N/A0.027%
10/5/2024Eclectic 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%
8/21/2024 Advisory 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%
8/16/2024Creative 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%
8/12/2024 Purus Wealth Management LLC2,207$219K0.1%-7.1%0.030%
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%
8/5/2024Private Advisor Group LLC21,124$2.10M0.0%-4.3%0.289%
8/3/2024Impact Partnership Wealth LLC4,736$470K0.1%+3.2%0.065%
7/31/2024Commonwealth Equity Services LLC94,844$9.42M0.0%-9.5%1.299%
7/31/2024IFG 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%
7/26/2024Cambridge 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%
7/22/2024Capital 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%
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7/19/2024Pacific 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%
7/19/2024Calton & 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%
7/16/2024Cornerstone 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%
7/12/2024Atlas Private Wealth Advisors5,588$555K0.1%+76.8%0.077%
7/12/2024Accel Wealth Management3,509$349K0.1%-16.2%0.048%
(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, 149 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), Commonwealth Equity Services LLC ($9.42M), SRS Capital Advisors Inc. ($9.07M), Raymond James & Associates ($8.52M), and Advisor Group Holdings Inc. ($7.73M).Learn more on FPX's institutional investors.

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

Of the 93 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 ($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 1,111,093 shares in the last 24 months. This purchase volume represents approximately $102.49M in transactions.

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

Of the 103 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), Cambridge Investment Research Advisors Inc. ($117.44K), Commonwealth Equity Services LLC ($89.94K), Kestra Advisory Services LLC ($79.31K), Raymond James & Associates ($78.03K), and Raymond James Financial Services Advisors Inc. ($77.71K).

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

Institutional investors have sold a total of 1,400,491 shares in the last 24 months. This volume of shares sold represents approximately $125.73M in transactions.


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This page (NYSEARCA:FPX) was last updated on 1/22/2025 by MarketBeat.com Staff
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