First Trust US Equity OpportFPXETF
13F holders, Q4 2024 (December 31)186holders +24
24new positions
8sold out
1famous investor
$119.77avg. 13F price*
At the end of Q4 2024, 186 institutions reported holding First Trust US Equity Opport (FPX) in their 13F filings, up 24 from Q3 2024. 24 opened new positions and 8 sold out. The largest holders were Morgan Stanley ($68.2M), LPL Financial LLC ($33.2M) and Wells Fargo & Company ($30.5M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $7.8M |
| Exits | 8 | $2.0M |
All 13F filers, Q3 2024 → Q4 2024: 181,284 shares bought and 173,312 shares sold, net +7,972 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 186 holders
| Morgan Stanley | 0.00% | Add +2.1% | 570,267 | $68.2M |
| LPL Financial LLC | 0.01% | Reduce -5.0% | 277,479 | $33.2M |
| Wells Fargo & Company | 0.01% | Reduce -2.3% | 255,337 | $30.5M |
| Bank of America Corp. | 0.00% | Add +10.2% | 142,375 | $17.0M |
| Raymond James Financial Inc. | 0.01% | — | 118,788 | $14.2M |
| Cetera Investment Advisers | 0.03% | Reduce -1.1% | 101,309 | $12.1M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -3.5% | 86,759 | $10.4M |
| CW Advisors, LLC | 0.13% | Add +0.4% | 79,140 | $9.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +43.8% | 76,318 | $9.1M |
| Cassia Capital Partners, LLC | 5.17% | Reduce -2.1% | 67,827 | $8.1M |
| Truist Financial Corp. | 0.01% | Add +61.3% | 61,185 | $7.3M |
| UBS Group AG | 0.00% | Reduce -15.2% | 60,935 | $7.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +30.7% | 59,359 | $7.1M |
| Royal Bank of Canada | 0.00% | Reduce -8.7% | 51,024 | $6.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -17.1% | 49,760 | $6.0M |
| Janney Montgomery Scott LLC | 0.02% | Add +0.9% | 47,422 | $5.7M |
| Twin Peaks Wealth Advisors, LLC | 2.03% | Reduce -4.6% | 40,092 | $4.8M |
| Good Life Advisors, LLC | 0.34% | Reduce -22.0% | 39,493 | $4.7M |
| HighTower Advisors, LLC | 0.01% | Reduce -3.0% | 32,259 | $3.9M |
| Harbour Investments, Inc. | 0.10% | Reduce -5.5% | 29,176 | $3.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -39.8% | 28,730 | $3.4M |
| D.A. Davidson & Co. | 0.03% | Add +2.7% | 27,790 | $3.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -21.3% | 27,711 | $3.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -3.3% | 27,467 | $3.3M |
| Kestra Advisory Services, LLC | 0.02% | Add +19.6% | 24,861 | $3.0M |
| Western Wealth Management, LLC | 0.15% | Reduce -1.0% | 22,890 | $2.7M |
| Proactive Wealth Strategies LLC | 1.38% | Add +15.3% | 22,098 | $2.6M |
| Golden State Wealth Management, LLC | 0.38% | — | 21,282 | $2.5M |
| Chicago Partners Investment Group LLC | 0.08% | Reduce -0.0% | 19,297 | $2.3M |
| Citadel Advisors | 0.00% | Add +49.3% | 18,695 | $2.2M |
| AE Wealth Management LLC | 0.02% | Reduce -34.3% | 18,502 | $2.2M |
| Jane Street Group, LLC | 0.00% | New | 18,259 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -6.2% | 17,060 | $2.0M |
| Lloyd Advisory Services, LLC. | 0.91% | Reduce -0.5% | 16,153 | $1.9M |
| Onyx Bridge Wealth Group LLC | 0.28% | Add +0.1% | 16,092 | $1.9M |
| Stifel Financial Corp. | 0.00% | Add +15.5% | 15,711 | $1.9M |
| Mariner, LLC | 0.00% | Add +17.6% | 15,640 | $1.9M |
| Fernwood Investment Management, LLC | 0.65% | Add +0.3% | 15,527 | $1.9M |
| Calton & Associates, Inc. | 0.72% | Add +75.1% | 13,619 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -67.1% | 12,774 | $1.5M |
| Spectrum Wealth Advisory Group, LLC | 0.68% | Reduce -2.1% | 12,012 | $1.4M |
| Atria Investments, Inc | 0.02% | Reduce -4.3% | 11,674 | $1.4M |
| Signature Estate & Investment Advisors LLC | 0.03% | Reduce -5.5% | 11,651 | $1.4M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.1% | 11,030 | $1.3M |
| Apeiron RIA LLC | 0.30% | New | 4,343 | $1.1M |
| Impact Partnership Wealth, LLC | 0.21% | Add +41.7% | 8,750 | $1.0M |
| NewEdge Advisors, LLC | 0.01% | Reduce -11.1% | 8,635 | $1.0M |
| PCG Wealth Advisors, LLC | 0.36% | Reduce -0.4% | 8,115 | $970K |
| Pacific Sun Financial Corp | 0.53% | Reduce -2.6% | 8,094 | $967K |
| Ancora Advisors LLC | 0.02% | Reduce -2.4% | 7,813 | $934K |
| Kraft, Davis & Associates, LLC | 0.27% | Reduce -4.4% | 6,866 | $929K |
| Clarus Wealth Advisors | 0.43% | Reduce -5.7% | 7,265 | $867K |
| Eclectic Associates Inc. | 0.25% | Add +95.4% | 7,079 | $846K |
| IHT Wealth Management, LLC | 0.03% | Add +2.3% | 6,934 | $829K |
| Creative Planning | 0.00% | Add +0.0% | 6,735 | $805K |
| Householder Group Estate & Retirement Specialist, LLC | 0.59% | Add +1.5% | 6,603 | $789K |
| Arax Advisory Partners | 0.05% | Reduce -18.4% | 6,517 | $779K |
| Investors Research Corp | 0.16% | No change | 6,100 | $729K |
| Cornerstone Wealth Management, LLC | 0.05% | Add +0.2% | 6,067 | $725K |
| Cascade Investment Advisors, Inc. | 0.46% | No change | 6,066 | $725K |
| NTV Asset Management LLC | 0.10% | Reduce -1.6% | 6,030 | $721K |
| Concentrum Wealth Management | 0.25% | Reduce -3.2% | 6,007 | $718K |
| Advisory Services Network, LLC | 0.01% | Reduce -2.6% | 5,965 | $713K |
| IFG Advisory, LLC | 0.04% | New | 5,804 | $694K |
| Atlas Private Wealth Advisors | 0.09% | Add +0.0% | 5,590 | $668K |
| Kovack Advisors, Inc. | 0.06% | Reduce -1.1% | 5,488 | $656K |
| Benjamin Edwards Inc. | 0.01% | Reduce -0.5% | 5,340 | $638K |
| RDA Financial Network | 0.18% | Reduce -1.0% | 5,277 | $631K |
| MML Investors Services, LLC | 0.00% | Add +4.8% | 5,195 | $621K |
| FMR LLC | 0.00% | Add +4.2% | 5,109 | $611K |
| Prospera Financial Services Inc | 0.01% | Add +0.0% | 4,907 | $587K |
| Morey & Quinn Wealth Partners, LLC | 0.47% | — | 4,665 | $557K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Add +0.1% | 4,090 | $489K |
| Focus Partners Wealth | 0.00% | Reduce -10.6% | 4,025 | $481K |
| Captrust Financial Advisors | 0.00% | Add +31.6% | 3,836 | $458K |
| Pinnacle Family Advisors, LLC | 0.22% | New | 3,823 | $457K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -14.8% | 3,786 | $453K |
| RFG Advisory, LLC | 0.01% | Reduce -3.4% | 3,784 | $452K |
| B.O.S.S. Retirement Advisors, LLC | 0.12% | New | 3,726 | $445K |
| Boyce & Associates Wealth Consulting, Inc. | 0.43% | No change | 3,565 | $426K |
| TCFG Wealth Management, LLC | 0.22% | Reduce -8.3% | 3,559 | $425K |
| Legacy Trust | 0.09% | No change | 3,329 | $398K |
| EverSource Wealth Advisors, LLC | 0.02% | New | 3,268 | $391K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -5.8% | 3,139 | $375K |
| Capital Advisory Group Advisory Services, LLC | 0.13% | Reduce -31.8% | 3,108 | $371K |
| Patten Group, Inc. | 0.08% | Add +3.2% | 3,063 | $366K |
| Allworth Financial LP | 0.00% | No change | 2,749 | $361K |
| Cibc World Market Inc. | 0.00% | Reduce -4.3% | 2,996 | $358K |
| Tyler-Stone Wealth Management | 0.06% | Add +0.0% | 2,972 | $355K |
| Cresset Asset Management, LLC | 0.00% | Add +0.0% | 2,844 | $340K |
| Corient Private Wealth LP | 0.00% | Reduce -9.9% | 2,780 | $332K |
| Smith, Moore & Co. | 0.03% | Add +2.2% | 2,779 | $332K |
| Cwm, LLC | 0.00% | Reduce -10.2% | 2,736 | $327K |
| Independent Advisor Alliance | 0.00% | New | 2,704 | $323K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -30.6% | 2,676 | $320K |
| Accredited Investors Inc. | 0.02% | No change | 2,649 | $317K |
| Pure Financial Advisors, LLC | 0.01% | New | 2,510 | $300K |
| World Investment Advisors | 0.01% | Add +4.3% | 2,440 | $292K |
| StoneX Group Inc. | 0.02% | Reduce -24.5% | 2,424 | $290K |
| Money Concepts Capital Corp. | 0.02% | No change | 2,395 | $286K |
| Alpha Omega Group, Inc. | 0.34% | Reduce -19.1% | 2,388 | $285K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -2.5% | 2,353 | $281K |
| Cottonwood Capital Advisors, LLC | 0.20% | No change | 2,351 | $281K |
| Intrua Financial, LLC | 0.05% | No change | 2,338 | $279K |
| Family Capital Management, Inc. | 0.17% | Reduce -8.3% | 2,327 | $278K |
| Wedbush Securities Inc. | 0.01% | Reduce -12.3% | 2,325 | $278K |
| Equitable Holdings, Inc. | 0.00% | Reduce -53.4% | 2,319 | $277K |
| Snowden Capital Advisors LLC | 0.01% | No change | 2,275 | $272K |
| Two Sigma Securities, LLC | 0.05% | New | 2,209 | $264K |
| Commerce Bank | 0.00% | No change | 2,200 | $263K |
| Smart Portfolios, LLC | 0.27% | Add +0.5% | 2,165 | $259K |
| Purus Wealth Management, LLC | 0.10% | Reduce -2.2% | 2,153 | $257K |
| Bank of New York Mellon Corp | 0.00% | New | 2,063 | $246K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 2,050 | $245K |
| Accel Wealth Management | 0.09% | Reduce -25.4% | 2,020 | $241K |
| Synovus Financial Corp. | 0.00% | No change | 2,007 | $240K |
| Bawa N Mallick Trust | 0.10% | — | 2,000 | $239K |
| Flow Traders U.S. LLC | 0.01% | New | 1,900 | $227K |
| Arrowroot Family Office, LLC | 0.12% | No change | 1,855 | $222K |
| Puff Wealth Management, LLC | 0.38% | — | 1,837 | $219K |
| Insigneo Advisory Services, LLC | 0.02% | Reduce -66.6% | 1,813 | $217K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -7.7% | 1,812 | $217K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | New | 1,807 | $216K |
| Integris Wealth Management, LLC | 0.06% | New | 1,772 | $212K |
| Valmark Advisers, Inc. | 0.00% | New | 1,768 | $211K |
| JPMorgan Chase & Co. | 0.00% | Add +296.6% | 1,761 | $211K |
| Kapstone Financial Advisors LLC | 0.11% | New | 1,616 | $209K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -16.9% | 1,735 | $207K |
| Appleton Partners Inc. | 0.02% | New | 1,716 | $205K |
| Citigroup Inc. | 0.00% | No change | 1,657 | $198K |
| Private Trust Co. NA | 0.02% | No change | 1,647 | $197K |
| FLP Wealth Management, LLC | 0.48% | — | 1,572 | $188K |
| Wiser Advisor Group LLC | 0.25% | Add +0.1% | 1,415 | $169K |
| Continuum Advisory, LLC | 0.02% | No change | 1,183 | $141K |
| Smithfield Trust Co | 0.01% | No change | 1,067 | $128K |
| Bank of Montreal | 0.00% | No change | 950 | $114K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -24.1% | 938 | $112K |
| City Holding Co. | 0.02% | No change | 900 | $108K |
| Blue Trust, Inc. | 0.00% | New | 880 | $105K |
| Banque Transatlantique SA | 0.00% | — | 405 | $98K |
| Spire Wealth Management | 0.00% | No change | 638 | $76K |
| Hexagon Capital Partners LLC | 0.01% | No change | 614 | $73K |
| Decker Retirement Planning Inc. | 0.04% | — | 588 | $70K |
| Luken Investment Analytics, LLC | 0.03% | No change | 565 | $68K |
| Global Retirement Partners, LLC | 0.00% | Add +6.3% | 507 | $61K |
| Pathway Financial Advisers, LLC | 0.02% | Add +0.2% | 471 | $56K |
| Blair William & Co. | 0.00% | No change | 440 | $53K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +373.9% | 417 | $50K |
| Sandy Spring Bank | 0.00% | No change | 400 | $48K |
| Assetmark, Inc. | 0.00% | New | 396 | $47K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 384 | $46K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 350 | $42K |
| Atala Financial Inc | 0.03% | — | 335 | $40K |
| IFP Advisors, Inc | 0.00% | No change | 325 | $39K |
| Principal Securities, Inc. | 0.00% | Reduce -67.4% | 323 | $39K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 274 | $33K |
| Mather Group, Llc. | 0.00% | No change | 243 | $29K |
| Grove Bank & Trust | 0.00% | New | 200 | $24K |
| Quest 10 Wealth Builders, Inc. | 0.02% | — | 197 | $24K |
| CoreCap Advisors, LLC | 0.00% | No change | 192 | $23K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 177 | $21K |
| Transce3nd, LLC | 0.01% | — | 174 | $21K |
| GeoWealth Management, LLC | 0.00% | Reduce -20.4% | 137 | $16K |
| Farther Finance Advisors, LLC | 0.00% | New | 109 | $13K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 104 | $12K |
| GAMMA Investing LLC | 0.00% | No change | 100 | $12K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 99 | $12K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -84.2% | 95 | $11K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 86 | $10K |
| Sound Income Strategies, LLC | 0.00% | New | 86 | $10K |
| MAI Capital Management | 0.00% | New | 70 | $8K |
| SBI Securities Co., Ltd. | 0.00% | — | 69 | $8K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 67 | $8K |
| Capital Analysts, LLC | 0.00% | No change | 70 | $8K |
| Kozak & Associates, Inc. | 0.00% | No change | 63 | $8K |
| FSA Wealth Management LLC | 0.00% | No change | 51 | $6K |
| VSM Wealth Advisory, LLC | 0.00% | — | 38 | $5K |
| Comerica Bank | 0.00% | No change | 33 | $4K |
| Pineridge Advisors LLC | 0.00% | Reduce -86.6% | 31 | $4K |
| ORG Partners LLC | 0.00% | No change | 29 | $4K |
| Caitlin John, LLC | 0.00% | No change | 12 | $1K |
| Wolff Wiese Magana LLC | 0.00% | No change | 8 | $957 |
| Bellwether Advisors, LLC | 0.00% | New | 7 | $816 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 6 | $718 |
| New Millennium Group LLC | 0.00% | New | 2 | $239 |
| Lanark Financial, Inc. | 0.01% | — | 1 | $143 |
"% 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.