First Trust US Equity OpportFPXETF
13F holders, Q2 2026 (June 30)232holders +21
38new positions
17sold out
$206.01avg. 13F price*
At the end of Q2 2026, 232 institutions reported holding First Trust US Equity Opport (FPX) in their 13F filings, up 21 from Q1 2026. 38 opened new positions and 17 sold out. The largest holders were Morgan Stanley ($146.1M), LPL Financial LLC ($90.7M) and Wells Fargo & Company ($82.1M).
- Company
- First Trust US Equity Opport
- CUSIP
- 336920103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $47.2M |
| Exits | 17 | $16.0M |
All 13F filers, Q1 2026 → Q2 2026: 678,290 shares bought and 202,015 shares sold, net +476,275 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 232 holders
| Morgan Stanley | 0.01% | Add +17.5% | 708,691 | $146.1M |
| LPL Financial LLC | 0.02% | Add +3.8% | 440,053 | $90.7M |
| Wells Fargo & Company | 0.01% | Add +18.9% | 398,208 | $82.1M |
| Bank of America Corp. | 0.00% | Add +3.5% | 211,381 | $43.6M |
| Raymond James Financial Inc. | 0.01% | Add +14.0% | 204,783 | $42.2M |
| UBS Group AG | 0.00% | Add +133.5% | 134,864 | $27.8M |
| Royal Bank of Canada | 0.00% | Reduce -8.4% | 103,461 | $21.3M |
| Systelligence, LLC | 3.54% | Add +0.8% | 102,704 | $21.2M |
| Osaic Holdings, Inc. | 0.02% | Add +10.1% | 100,541 | $20.7M |
| Cetera Investment Advisers | 0.02% | Add +4.2% | 90,351 | $18.6M |
| Ameriprise Financial Inc. | 0.00% | Add +69.8% | 89,346 | $18.6M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +40.5% | 88,290 | $18.2M |
| Prudential PLC | 0.12% | New | 88,200 | $18.2M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -3.0% | 80,903 | $16.7M |
| Cassia Capital Partners, LLC | 5.86% | Reduce -0.3% | 58,652 | $12.1M |
| Ocean Park Asset Management, LLC | 0.50% | New | 50,325 | $10.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -5.0% | 49,825 | $10.3M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -0.7% | 46,781 | $9.6M |
| Proactive Wealth Strategies LLC | 1.34% | Reduce -0.4% | 40,464 | $8.3M |
| Truist Financial Corp. | 0.01% | Reduce -8.7% | 37,257 | $7.7M |
| Twin Peaks Wealth Advisors, LLC | 1.60% | Reduce -2.3% | 34,277 | $7.1M |
| Susquehanna International Group, LLP | 0.01% | Reduce -28.6% | 34,126 | $7.0M |
| Harbour Investments, Inc. | 0.09% | Reduce -5.8% | 32,630 | $6.7M |
| D.A. Davidson & Co. | 0.04% | Add +6.2% | 32,114 | $6.6M |
| Steward Partners Investment Advisory, LLC | 0.03% | Add +27.7% | 31,443 | $6.5M |
| NewEdge Advisors, LLC | 0.02% | Reduce -7.3% | 25,017 | $5.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -0.9% | 24,887 | $5.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +771.1% | 24,364 | $5.0M |
| Worthington Financial Partners, LLC | 4.08% | Add +1.3% | 23,924 | $4.9M |
| Mariner, LLC | 0.01% | Reduce -4.6% | 23,399 | $4.8M |
| GTS Securities LLC | 0.10% | New | 22,933 | $4.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -3.5% | 20,676 | $4.3M |
| NTV Asset Management LLC | 0.40% | Reduce -3.6% | 19,905 | $4.1M |
| Private Advisor Group, LLC | 0.02% | Reduce -4.9% | 18,625 | $3.8M |
| Western Wealth Management, LLC | 0.13% | Reduce -0.7% | 18,541 | $3.8M |
| Atria Investments, Inc | 0.04% | Add +1.2% | 18,214 | $3.8M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +7.8% | 18,047 | $3.7M |
| Golden State Wealth Management, LLC | 0.34% | Reduce -0.5% | 17,916 | $3.7M |
| Onyx Bridge Wealth Group LLC | 0.30% | Reduce -0.5% | 16,208 | $3.3M |
| Equitable Holdings, Inc. | 0.02% | Add +8.3% | 15,275 | $3.1M |
| Mosley Wealth Management | 0.99% | Add +619.3% | 15,062 | $3.1M |
| Chicago Partners Investment Group LLC | 0.06% | Add +2.1% | 16,118 | $3.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.6% | 14,890 | $2.9M |
| IFG Advisory, LLC | 0.10% | New | 13,428 | $2.8M |
| Spectrum Wealth Advisory Group, LLC | 0.66% | Reduce -0.9% | 11,265 | $2.3M |
| Baird Financial Group, Inc. | 0.00% | Add +34.0% | 10,903 | $2.2M |
| Signature Estate & Investment Advisors LLC | 0.04% | Reduce -5.9% | 10,397 | $2.1M |
| AE Wealth Management LLC | 0.01% | New | 10,149 | $2.1M |
| Impact Partnership Wealth, LLC | 0.19% | Reduce -29.2% | 9,626 | $2.0M |
| Calton & Associates, Inc. | 0.29% | Reduce -38.5% | 9,456 | $1.9M |
| Stifel Financial Corp. | 0.00% | Add +3.8% | 9,454 | $1.9M |
| Win Advisors, Inc. | 0.63% | New | 8,552 | $1.8M |
| Cascade Investment Advisors, Inc. | 0.96% | Add +6.8% | 8,552 | $1.8M |
| MML Investors Services, LLC | 0.00% | Add +18.0% | 8,373 | $1.7M |
| Sigma Planning Corp | 0.04% | Add +3.4% | 8,113 | $1.7M |
| PCG Wealth Advisors, LLC | 0.37% | Add +0.3% | 8,034 | $1.7M |
| Captrust Financial Advisors | 0.00% | Reduce -0.0% | 7,849 | $1.6M |
| Pacific Sun Financial Corp | 0.65% | Reduce -7.5% | 7,608 | $1.6M |
| Triumph Capital Management | 0.27% | Add +116.0% | 7,321 | $1.5M |
| Patten Group, Inc. | 0.23% | Reduce -0.4% | 7,252 | $1.5M |
| Ameritas Investment Partners, Inc. | 0.04% | Reduce -1.4% | 7,179 | $1.5M |
| Kovack Advisors, Inc. | 0.07% | Reduce -2.1% | 7,238 | $1.5M |
| Creative Planning | 0.00% | Add +3.9% | 7,062 | $1.5M |
| Comprehensive Financial Planning, Inc. | 0.77% | Reduce -4.0% | 6,993 | $1.4M |
| Focus Partners Wealth | 0.00% | Add +6.1% | 6,886 | $1.4M |
| Lloyd Advisory Services, LLC. | 0.54% | Add +338800.0% | 6,778 | $1.4M |
| Ancora Advisors LLC | 0.03% | No change | 6,500 | $1.3M |
| Arax Advisory Partners | 0.01% | Add +56.5% | 6,475 | $1.3M |
| Gateway Wealth Partners, LLC | 0.08% | Reduce -61.5% | 6,469 | $1.3M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +10.3% | 6,466 | $1.3M |
| Wedbush Securities Inc. | 0.03% | Add +22.5% | 6,374 | $1.3M |
| HighPoint Advisor Group LLC | 0.04% | Reduce -3.8% | 5,896 | $1.2M |
| PFG Advisors | 0.06% | Add +19.1% | 5,622 | $1.2M |
| Advisory Services Network, LLC | 0.01% | Reduce -3.5% | 5,527 | $1.1M |
| Prospera Financial Services Inc | 0.02% | Add +8.4% | 5,232 | $1.1M |
| RDA Financial Network | 0.22% | Reduce -0.5% | 4,992 | $1.0M |
| VestGen Advisors, LLC | 0.03% | Reduce -4.1% | 4,956 | $1.0M |
| IHT Wealth Management, LLC | 0.02% | Add +24.3% | 4,796 | $989K |
| Investors Research Corp | 0.16% | No change | 4,371 | $901K |
| Benjamin Edwards Inc. | 0.01% | No change | 4,324 | $892K |
| Krilogy Financial LLC | 0.03% | No change | 4,300 | $887K |
| Advyzon Investment Management, LLC | 0.06% | New | 4,201 | $866K |
| FMR LLC | 0.00% | Add +6.4% | 4,192 | $864K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +8.8% | 4,165 | $859K |
| Kraft, Davis & Associates, LLC | 0.18% | Reduce -0.2% | 4,501 | $858K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -1.7% | 4,088 | $843K |
| Cresset Asset Management, LLC | 0.00% | Add +45.5% | 4,078 | $841K |
| Morey & Quinn Wealth Partners, LLC | 0.54% | Reduce -2.0% | 4,067 | $839K |
| Concentrum Wealth Management | 0.19% | No change | 3,757 | $775K |
| Rubicon Advisors, GP | 0.53% | Add +6.7% | 3,544 | $731K |
| World Investment Advisors | 0.01% | No change | 4,573 | $726K |
| Valmark Advisers, Inc. | 0.01% | No change | 3,458 | $713K |
| Eclectic Associates Inc. | 0.08% | Reduce -4.7% | 3,439 | $708K |
| Hershey Financial Advisers, LLC | 0.50% | New | 3,382 | $697K |
| Legacy Trust | 0.12% | No change | 3,329 | $686K |
| Vise Technologies, Inc. | 0.01% | Add +18.0% | 3,312 | $683K |
| TCFG Investment Advisors, LLC | 0.23% | Reduce -0.7% | 3,232 | $666K |
| RFG Advisory, LLC | 0.01% | Reduce -3.1% | 3,230 | $666K |
| Insigneo Advisory Services, LLC | 0.02% | Add +8.1% | 3,194 | $659K |
| Boyce & Associates Wealth Consulting, Inc. | 0.44% | No change | 3,086 | $636K |
"% of holder's portfolio" is FPX's weight in each manager's 13F, not the share of First Trust US Equity Opport the manager owns.