First Trust US Equity OpportFPXETF
13F holders, Q1 2024 (March 31)160holders
1famous investor
$104.30avg. 13F price*
At the end of Q1 2024, 160 institutions reported holding First Trust US Equity Opport (FPX) in their 13F filings. The largest holders were Morgan Stanley ($61.7M), LPL Financial LLC ($35.8M) and Wells Fargo & Company ($27.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First Trust US Equity Opport
- CUSIP
- 336920103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $15.3M |
| Exits | 16 | $7.0M |
Ownership 160 holders
| Morgan Stanley | 0.01% | Reduce -8.1% | 583,112 | $61.7M |
| LPL Financial LLC | 0.02% | Reduce -2.4% | 338,636 | $35.8M |
| Wells Fargo & Company | 0.01% | Reduce -0.7% | 259,919 | $27.5M |
| Cetera Investment Advisers | 0.03% | Add +23.2% | 130,004 | $13.8M |
| Bank of America Corp. | 0.00% | Reduce -0.3% | 126,838 | $13.4M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -10.4% | 104,773 | $11.1M |
| Arax Advisory Partners | 1.03% | Reduce -0.3% | 92,733 | $9.8M |
| Royal Bank of Canada | 0.00% | Reduce -4.3% | 85,374 | $9.0M |
| Raymond James & Associates | 0.01% | Reduce -6.8% | 83,730 | $8.9M |
| GeoWealth Management, LLC | 0.29% | New | 71,378 | $7.6M |
| Cassia Capital Partners, LLC | 4.81% | Add +6.5% | 68,367 | $7.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.2% | 67,026 | $7.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -18.1% | 59,911 | $6.3M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -11.1% | 59,293 | $6.3M |
| Good Life Advisors, LLC | 0.53% | Reduce -0.7% | 56,384 | $6.0M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.2% | 54,465 | $5.8M |
| UBS Group AG | 0.00% | Add +2.2% | 52,111 | $5.5M |
| HighTower Advisors, LLC | 0.01% | Reduce -22.7% | 51,349 | $5.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -33.3% | 48,303 | $5.1M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -18.9% | 47,307 | $5.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +0.3% | 46,565 | $4.9M |
| Twin Peaks Wealth Advisors, LLC | 2.60% | Reduce -5.8% | 44,207 | $4.7M |
| Truist Financial Corp. | 0.01% | Reduce -0.2% | 39,379 | $4.2M |
| D.A. Davidson & Co. | 0.03% | Reduce -7.5% | 34,774 | $3.7M |
| Harbour Investments, Inc. | 0.12% | Reduce -0.9% | 32,158 | $3.4M |
| Kestra Advisory Services, LLC | 0.02% | Add +4.1% | 31,742 | $3.4M |
| SageView Advisory Group, LLC | 0.17% | New | 71,526 | $3.3M |
| Western Wealth Management, LLC | 0.20% | Reduce -0.8% | 24,067 | $2.5M |
| Cottonwood Capital Advisors, LLC | 1.86% | Add +927.4% | 28,120 | $2.3M |
| Private Advisor Group, LLC | 0.02% | Reduce -4.3% | 22,065 | $2.3M |
| Goldman Sachs Group Inc. | 0.00% | New | 20,307 | $2.1M |
| Advisory Alpha, LLC | 0.08% | Reduce -16.1% | 18,908 | $2.0M |
| Chicago Partners Investment Group LLC | 0.08% | Add +6.4% | 19,890 | $2.0M |
| Onyx Bridge Wealth Group LLC | 0.32% | Reduce -10.3% | 17,994 | $1.8M |
| Stifel Financial Corp. | 0.00% | Add +4.1% | 16,443 | $1.7M |
| Fernwood Investment Management, LLC | 0.49% | Add +1.6% | 16,014 | $1.7M |
| Calton & Associates, Inc. | 0.79% | Reduce -2.8% | 15,263 | $1.6M |
| Mariner, LLC | 0.00% | Reduce -8.0% | 14,457 | $1.5M |
| Cedar Brook Financial Partners, LLC | 0.30% | Reduce -0.7% | 14,148 | $1.5M |
| NewEdge Advisors, LLC | 0.01% | Reduce -9.4% | 14,068 | $1.5M |
| Kraft, Davis & Associates, LLC | 0.39% | Reduce -6.0% | 12,711 | $1.3M |
| Spectrum Wealth Advisory Group, LLC | 1.50% | No change | 12,353 | $1.3M |
| Atria Investments, Inc | 0.02% | Reduce -5.7% | 11,752 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +3.8% | 11,437 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -2.0% | 11,291 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -75.4% | 9,998 | $1.1M |
| Householder Group Estate & Retirement Specialist, LLC | 0.30% | Reduce -3.5% | 9,612 | $1.0M |
| Pacific Sun Financial Corp | 0.55% | Reduce -2.5% | 8,939 | $946K |
| Ancora Advisors LLC | 0.02% | Reduce -3.5% | 8,305 | $879K |
| PCG Wealth Advisors, LLC | 0.41% | Reduce -11.9% | 8,221 | $870K |
| Insigneo Advisory Services, LLC | 0.10% | Reduce -16.9% | 7,839 | $829K |
| Avantax Advisory Services, Inc. | 0.01% | Reduce -38.1% | 7,802 | $825K |
| Clarus Wealth Advisors | 0.45% | Reduce -11.7% | 7,722 | $787K |
| IHT Wealth Management, LLC | 0.03% | Add +2.7% | 7,050 | $746K |
| Pinnacle Family Advisors, LLC | 0.39% | New | 6,836 | $723K |
| NTV Asset Management LLC | 0.11% | Reduce -1.4% | 6,830 | $723K |
| Cornerstone Wealth Management, LLC | 0.06% | Reduce -25.6% | 6,694 | $708K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Reduce -1.4% | 6,682 | $707K |
| Concentrum Wealth Management | 0.32% | Reduce -5.4% | 6,607 | $699K |
| Advisory Services Network, LLC | 0.01% | Reduce -7.1% | 6,126 | $648K |
| Hibernia Wealth Partners, LLC | 0.44% | Reduce -1.8% | 6,047 | $640K |
| Investors Research Corp | 0.15% | Add +8.1% | 6,008 | $636K |
| Cascade Investment Advisors, Inc. | 0.41% | Add +1.7% | 5,991 | $634K |
| Equitable Holdings, Inc. | 0.01% | Reduce -11.3% | 5,947 | $629K |
| Prospera Financial Services Inc | 0.02% | Reduce -84.6% | 5,725 | $606K |
| MML Investors Services, LLC | 0.00% | Reduce -5.6% | 5,683 | $601K |
| RDA Financial Network | 0.20% | No change | 5,589 | $591K |
| ICA Group Wealth Management, LLC | 0.11% | Add +1.1% | 5,324 | $563K |
| Corient Private Wealth LP | 0.00% | Reduce -13.1% | 5,325 | $563K |
| Capital Advisory Group Advisory Services, LLC | 0.27% | Reduce -2.8% | 5,307 | $561K |
| Lineweaver Wealth Advisors, LLC | 0.13% | New | 2,739 | $544K |
| FMR LLC | 0.00% | Reduce -10.7% | 4,989 | $528K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -19.3% | 4,973 | $526K |
| Impact Partnership Wealth, LLC | 0.19% | Add +1.9% | 4,587 | $485K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -23.5% | 4,533 | $480K |
| Two Sigma Advisers, LP | 0.00% | Reduce -43.4% | 4,300 | $455K |
| Accel Wealth Management | 0.19% | Reduce -6.4% | 4,187 | $443K |
| Creative Planning | 0.00% | Add +0.0% | 4,120 | $436K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Add +0.0% | 4,102 | $434K |
| InterOcean Capital Group, LLC | 0.01% | No change | 3,890 | $412K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +25.7% | 4,897 | $411K |
| Cibc World Market Inc. | 0.00% | Reduce -14.4% | 3,648 | $386K |
| RFG Advisory, LLC | 0.01% | Add +19.3% | 3,631 | $384K |
| Boyce & Associates Wealth Consulting, Inc. | 0.49% | Add +0.0% | 3,565 | $377K |
| Cwm, LLC | 0.00% | Reduce -0.6% | 3,537 | $374K |
| Cresset Asset Management, LLC | 0.00% | No change | 3,380 | $358K |
| Legacy Trust | 0.09% | No change | 3,329 | $352K |
| Atlas Private Wealth Advisors | 0.11% | Reduce -52.2% | 3,161 | $334K |
| Patten Group, Inc. | 0.08% | Add +2.2% | 3,063 | $324K |
| Alpha Omega Group, Inc. | 0.44% | Add +1.8% | 2,942 | $311K |
| Wedbush Securities Inc. | 0.01% | Reduce -67.2% | 2,940 | $311K |
| Allworth Financial LP | 0.00% | Add +3.1% | 2,834 | $300K |
| Smith, Moore & Co. | 0.03% | Add +20.6% | 2,829 | $299K |
| Accredited Investors Inc. | 0.02% | No change | 2,649 | $280K |
| Intrua Financial, LLC | 0.04% | Reduce -10.2% | 2,638 | $279K |
| Money Concepts Capital Corp. | 0.03% | No change | 2,595 | $275K |
| AE Wealth Management LLC | 0.00% | Reduce -84.8% | 2,594 | $274K |
| StoneX Group Inc. | 0.02% | Reduce -17.9% | 2,555 | $270K |
| Gladstone Institutional Advisory LLC | 0.01% | Reduce -10.4% | 2,549 | $270K |
| Family Capital Management, Inc. | 0.19% | Reduce -1.0% | 2,539 | $269K |
"% 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.