First Trust US Equity OpportFPXETF
13F holders, Q3 2024 (September 30)162holders +11
23new positions
13sold out
1famous investor
$110.16avg. 13F price*
At the end of Q3 2024, 162 institutions reported holding First Trust US Equity Opport (FPX) in their 13F filings, up 11 from Q2 2024. 23 opened new positions and 13 sold out. The largest holders were Morgan Stanley ($61.5M), LPL Financial LLC ($32.2M) and Wells Fargo & Company ($28.8M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $18.8M |
| Exits | 13 | $2.5M |
All 13F filers, Q2 2024 → Q3 2024: 278,982 shares bought and 362,118 shares sold, net −83,136 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 162 holders
| Morgan Stanley | 0.00% | Reduce -1.8% | 558,313 | $61.5M |
| LPL Financial LLC | 0.01% | Reduce -13.1% | 292,022 | $32.2M |
| Wells Fargo & Company | 0.01% | Add +0.9% | 261,224 | $28.8M |
| Bank of America Corp. | 0.00% | Add +1.5% | 129,178 | $14.2M |
| Cetera Investment Advisers | 0.02% | Reduce -11.3% | 102,437 | $11.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -5.2% | 89,882 | $9.9M |
| CW Advisors, LLC | 0.12% | New | 78,790 | $8.7M |
| Raymond James & Associates | 0.01% | Reduce -6.1% | 77,300 | $8.5M |
| UBS Group AG | 0.00% | Add +33.0% | 71,876 | $7.9M |
| Cassia Capital Partners, LLC | 5.04% | Reduce -2.5% | 69,305 | $7.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.6% | 60,046 | $6.6M |
| Royal Bank of Canada | 0.00% | Reduce -34.2% | 55,905 | $6.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.4% | 53,090 | $5.8M |
| Good Life Advisors, LLC | 0.34% | Reduce -4.4% | 50,609 | $5.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +69.0% | 47,751 | $5.3M |
| Janney Montgomery Scott LLC | 0.01% | New | 46,994 | $5.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -3.4% | 45,404 | $5.0M |
| Twin Peaks Wealth Advisors, LLC | 2.14% | Reduce -2.9% | 42,029 | $4.6M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -13.2% | 39,223 | $4.3M |
| Susquehanna International Group, LLP | 0.01% | Add +192.7% | 38,862 | $4.3M |
| Truist Financial Corp. | 0.01% | Add +0.5% | 37,925 | $4.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -15.1% | 35,231 | $3.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -32.3% | 33,258 | $3.7M |
| Harbour Investments, Inc. | 0.10% | Reduce -3.5% | 30,863 | $3.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -13.8% | 28,398 | $3.1M |
| AE Wealth Management LLC | 0.03% | Add +1114.1% | 28,179 | $3.1M |
| D.A. Davidson & Co. | 0.02% | Reduce -15.1% | 27,069 | $3.0M |
| Western Wealth Management, LLC | 0.15% | Reduce -2.2% | 23,116 | $2.5M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -13.8% | 20,788 | $2.3M |
| Chicago Partners Investment Group LLC | 0.08% | Reduce -2.0% | 19,303 | $2.2M |
| Proactive Wealth Strategies LLC | 1.17% | — | 19,166 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -13.9% | 18,185 | $2.0M |
| Lloyd Advisory Services, LLC. | 0.86% | New | 16,232 | $1.8M |
| Onyx Bridge Wealth Group LLC | 0.27% | Reduce -6.3% | 16,078 | $1.8M |
| Fernwood Investment Management, LLC | 0.56% | Reduce -3.3% | 15,484 | $1.7M |
| Stifel Financial Corp. | 0.00% | Add +34.7% | 13,607 | $1.5M |
| Mariner, LLC | 0.00% | Add +7.8% | 13,295 | $1.5M |
| Citadel Advisors | 0.00% | Reduce -74.4% | 12,523 | $1.4M |
| Signature Estate & Investment Advisors LLC | 0.03% | Reduce -7.5% | 12,329 | $1.4M |
| Spectrum Wealth Advisory Group, LLC | 0.76% | Reduce -0.7% | 12,267 | $1.4M |
| Atria Investments, Inc | 0.02% | Add +3.0% | 12,193 | $1.3M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -4.1% | 11,020 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -23.9% | 9,710 | $1.1M |
| Pacific Sun Financial Corp | 0.50% | Reduce -5.3% | 8,309 | $916K |
| PCG Wealth Advisors, LLC | 0.35% | Reduce -0.6% | 8,148 | $898K |
| Ancora Advisors LLC | 0.02% | Reduce -1.2% | 8,001 | $882K |
| Arax Advisory Partners | 0.08% | Reduce -91.3% | 7,988 | $880K |
| Calton & Associates, Inc. | 0.33% | Reduce -43.8% | 7,777 | $857K |
| Clarus Wealth Advisors | 0.43% | Add +5.1% | 7,702 | $849K |
| Kraft, Davis & Associates, LLC | 0.24% | Reduce -28.0% | 7,180 | $806K |
| IHT Wealth Management, LLC | 0.02% | Add +0.7% | 6,778 | $747K |
| Creative Planning | 0.00% | Reduce -4.8% | 6,734 | $742K |
| Householder Group Estate & Retirement Specialist, LLC | 0.21% | Reduce -23.1% | 6,507 | $717K |
| Concentrum Wealth Management | 0.27% | Reduce -3.1% | 6,207 | $684K |
| Impact Partnership Wealth, LLC | 0.15% | Add +30.4% | 6,176 | $681K |
| NTV Asset Management LLC | 0.09% | Reduce -6.1% | 6,130 | $675K |
| Investors Research Corp | 0.15% | Reduce -0.9% | 6,100 | $672K |
| Cascade Investment Advisors, Inc. | 0.43% | No change | 6,066 | $668K |
| Cornerstone Wealth Management, LLC | 0.05% | Reduce -2.4% | 6,053 | $667K |
| Atlas Private Wealth Advisors | 0.09% | No change | 5,588 | $616K |
| Kovack Advisors, Inc. | 0.06% | Reduce -7.1% | 5,549 | $611K |
| Advisory Services Network, LLC | 0.01% | No change | 6,124 | $608K |
| Insigneo Advisory Services, LLC | 0.06% | Reduce -17.0% | 5,423 | $598K |
| Old Mission Capital LLC | 0.01% | Add +21.4% | 5,377 | $592K |
| Benjamin Edwards Inc. | 0.01% | New | 5,367 | $592K |
| RDA Financial Network | 0.18% | Reduce -4.2% | 5,330 | $587K |
| Equitable Holdings, Inc. | 0.01% | Reduce -9.0% | 4,971 | $548K |
| MML Investors Services, LLC | 0.00% | Reduce -5.1% | 4,956 | $546K |
| Prospera Financial Services Inc | 0.01% | Reduce -14.1% | 4,905 | $541K |
| FMR LLC | 0.00% | Reduce -0.8% | 4,901 | $540K |
| Capital Advisory Group Advisory Services, LLC | 0.20% | No change | 4,557 | $502K |
| Hibernia Wealth Partners, LLC | 0.17% | New | 4,547 | $501K |
| Focus Partners Wealth | 0.00% | Add +12.5% | 4,500 | $496K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +9.8% | 4,443 | $490K |
| Jaffetilchin Investment Partners, LLC | 0.03% | No change | 4,088 | $450K |
| RFG Advisory, LLC | 0.01% | Add +3.1% | 3,916 | $431K |
| TCFG Wealth Management, LLC | 0.22% | — | 3,883 | $428K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -39.5% | 3,857 | $425K |
| Fidelis Capital Partners, LLC | 0.05% | New | 4,620 | $422K |
| Eclectic Associates Inc. | 0.16% | New | 3,622 | $399K |
| Boyce & Associates Wealth Consulting, Inc. | 0.41% | No change | 3,565 | $393K |
| Legacy Trust | 0.08% | No change | 3,329 | $367K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -3.3% | 3,331 | $365K |
| StoneX Group Inc. | 0.03% | Add +32.7% | 3,210 | $354K |
| Cibc World Market Inc. | 0.00% | Reduce -6.9% | 3,132 | $345K |
| Advisory Alpha, LLC | 0.01% | Reduce -21.1% | 3,120 | $344K |
| Corient Private Wealth LP | 0.00% | Reduce -42.1% | 3,085 | $340K |
| Cwm, LLC | 0.00% | Reduce -11.2% | 3,048 | $336K |
| Tyler-Stone Wealth Management | 0.06% | Add +99.9% | 2,971 | $327K |
| Patten Group, Inc. | 0.07% | Reduce -3.9% | 2,967 | $327K |
| Alpha Omega Group, Inc. | 0.45% | Add +0.1% | 2,953 | $325K |
| Captrust Financial Advisors | 0.00% | Add +40.3% | 2,915 | $321K |
| Cresset Asset Management, LLC | 0.00% | Reduce -20.2% | 2,843 | $313K |
| Allworth Financial LP | 0.00% | No change | 2,749 | $303K |
| Smith, Moore & Co. | 0.03% | Reduce -3.9% | 2,719 | $300K |
| Accel Wealth Management | 0.11% | Reduce -22.9% | 2,706 | $298K |
| Wedbush Securities Inc. | 0.01% | No change | 2,652 | $292K |
| Accredited Investors Inc. | 0.02% | No change | 2,649 | $292K |
| Family Capital Management, Inc. | 0.18% | No change | 2,539 | $280K |
| Oppenheimer & Co. Inc. | 0.00% | Add +5.7% | 2,413 | $266K |
"% 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.