First Trust US Equity OpportFPXETF
13F holders, Q1 2025 (March 31)164holders −22
19new positions
37sold out
$111.35avg. 13F price*
At the end of Q1 2025, 164 institutions reported holding First Trust US Equity Opport (FPX) in their 13F filings, down 22 from Q4 2024. 19 opened new positions and 37 sold out. The largest holders were Morgan Stanley ($65.7M), LPL Financial LLC ($43.6M) and Wells Fargo & Company ($32.1M).
- Company
- First Trust US Equity Opport
- CUSIP
- 336920103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $15.4M |
| Exits | 37 | $10.7M |
All 13F filers, Q4 2024 → Q1 2025: 363,948 shares bought and 192,950 shares sold, net +170,998 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 164 holders
| Morgan Stanley | 0.00% | Add +3.0% | 587,546 | $65.7M |
| LPL Financial LLC | 0.02% | Add +40.6% | 390,106 | $43.6M |
| Wells Fargo & Company | 0.01% | Add +12.4% | 287,001 | $32.1M |
| Bank of America Corp. | 0.00% | Reduce -2.5% | 138,746 | $15.5M |
| Raymond James Financial Inc. | 0.01% | Add +2.5% | 121,719 | $13.6M |
| CW Advisors, LLC | 0.13% | Add +24.6% | 98,642 | $11.0M |
| Cetera Investment Advisers | 0.02% | Reduce -2.7% | 98,619 | $11.0M |
| Commonwealth Equity Services, LLC | 0.01% | Add +2.3% | 88,731 | $9.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.0% | 73,988 | $8.3M |
| Cassia Capital Partners, LLC | 4.63% | Reduce -2.2% | 66,352 | $7.4M |
| Truist Financial Corp. | 0.01% | Reduce -2.8% | 59,473 | $6.6M |
| UBS Group AG | 0.00% | Reduce -2.8% | 59,247 | $6.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -0.8% | 58,897 | $6.6M |
| Royal Bank of Canada | 0.00% | Add +0.6% | 51,337 | $5.7M |
| BNP Paribas Financial Markets | 0.00% | New | 50,000 | $5.6M |
| Bernardo Wealth Planning LLC | 1.27% | New | 59,009 | $5.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.8% | 47,051 | $5.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -18.8% | 40,423 | $4.5M |
| Twin Peaks Wealth Advisors, LLC | 1.95% | Reduce -3.3% | 38,769 | $4.3M |
| D.A. Davidson & Co. | 0.03% | Add +3.1% | 28,649 | $3.2M |
| Harbour Investments, Inc. | 0.09% | Reduce -2.7% | 28,394 | $3.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -12.4% | 28,272 | $3.2M |
| Osaic Holdings, Inc. | 0.01% | Reduce -0.5% | 27,581 | $3.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -3.5% | 26,518 | $3.0M |
| Good Life Advisors, LLC | 0.18% | Reduce -42.5% | 22,710 | $2.5M |
| Proactive Wealth Strategies LLC | 1.30% | Reduce -1.6% | 21,734 | $2.4M |
| Chicago Partners Investment Group LLC | 0.08% | Add +0.8% | 19,444 | $2.4M |
| Golden State Wealth Management, LLC | 0.35% | Reduce -1.1% | 21,051 | $2.4M |
| Western Wealth Management, LLC | 0.15% | Reduce -8.8% | 20,864 | $2.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -29.0% | 20,386 | $2.3M |
| Mariner, LLC | 0.00% | Add +21.5% | 19,000 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -24.7% | 18,730 | $2.1M |
| Onyx Bridge Wealth Group LLC | 0.26% | Reduce -0.2% | 16,065 | $1.8M |
| Private Advisor Group, LLC | 0.01% | Reduce -7.6% | 15,759 | $1.8M |
| Calton & Associates, Inc. | 0.37% | Add +7.6% | 14,653 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +12.3% | 14,350 | $1.6M |
| Jane Street Group, LLC | 0.00% | Reduce -22.3% | 14,194 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +22.8% | 13,543 | $1.5M |
| Atria Investments, Inc | 0.02% | Add +12.1% | 13,081 | $1.5M |
| Eclectic Associates Inc. | 0.38% | Add +79.2% | 12,687 | $1.4M |
| Signature Estate & Investment Advisors LLC | 0.03% | Add +1.2% | 11,788 | $1.3M |
| Spectrum Wealth Advisory Group, LLC | 0.63% | Reduce -2.3% | 11,742 | $1.3M |
| Impact Partnership Wealth, LLC | 0.27% | Add +27.4% | 11,149 | $1.2M |
| Integrity Alliance, Llc. | 0.05% | New | 10,520 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | New | 9,833 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +1.3% | 8,745 | $977K |
| PCG Wealth Advisors, LLC | 0.32% | Reduce -0.2% | 8,102 | $905K |
| Pacific Sun Financial Corp | 0.51% | Reduce -0.6% | 8,049 | $899K |
| Stifel Financial Corp. | 0.00% | Reduce -49.6% | 7,915 | $884K |
| Ancora Advisors LLC | 0.02% | No change | 7,813 | $873K |
| Creative Planning | 0.00% | Add +4.6% | 7,043 | $787K |
| IHT Wealth Management, LLC | 0.02% | Reduce -1.5% | 6,832 | $763K |
| Cascade Investment Advisors, Inc. | 0.51% | Add +11.6% | 6,771 | $757K |
| Advisory Services Network, LLC | 0.01% | Add +8.1% | 6,447 | $720K |
| Kraft, Davis & Associates, LLC | 0.23% | Reduce -5.1% | 6,517 | $703K |
| Private Advisory Group LLC | 0.08% | New | 6,156 | $688K |
| Investors Research Corp | 0.15% | No change | 6,100 | $682K |
| NTV Asset Management LLC | 0.09% | No change | 6,030 | $674K |
| IFG Advisory, LLC | 0.04% | Add +0.0% | 5,805 | $649K |
| Atlas Private Wealth Advisors | 0.09% | Reduce -0.3% | 5,576 | $623K |
| Concentrum Wealth Management | 0.23% | Reduce -8.3% | 5,507 | $615K |
| Kovack Advisors, Inc. | 0.06% | Reduce -3.6% | 5,288 | $591K |
| RDA Financial Network | 0.17% | Reduce -0.8% | 5,237 | $585K |
| JPMorgan Chase & Co. | 0.00% | Add +189.4% | 5,096 | $569K |
| VestGen Advisors, LLC | 0.03% | — | 5,069 | $566K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 4,989 | $557K |
| Prospera Financial Services Inc | 0.01% | Add +0.0% | 4,908 | $549K |
| MML Investors Services, LLC | 0.00% | Reduce -6.7% | 4,845 | $541K |
| Morey & Quinn Wealth Partners, LLC | 0.43% | Reduce -0.2% | 4,657 | $520K |
| Benjamin Edwards Inc. | 0.01% | Reduce -15.4% | 4,516 | $505K |
| Arax Advisory Partners | 0.03% | Reduce -30.9% | 4,506 | $503K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -28.6% | 4,330 | $484K |
| Jaffetilchin Investment Partners, LLC | 0.03% | No change | 4,090 | $457K |
| Focus Partners Wealth | 0.00% | Reduce -0.3% | 4,015 | $449K |
| Captrust Financial Advisors | 0.00% | Add +2.1% | 3,917 | $438K |
| RFG Advisory, LLC | 0.01% | Reduce -2.0% | 3,709 | $414K |
| TCFG Wealth Management, LLC | 0.20% | No change | 3,559 | $398K |
| Core Wealth Partners LLC | 0.23% | New | 4,140 | $394K |
| Boyce & Associates Wealth Consulting, Inc. | 0.39% | Reduce -1.5% | 3,512 | $392K |
| FMR LLC | 0.00% | Reduce -32.7% | 3,437 | $384K |
| Legacy Trust | 0.09% | No change | 3,329 | $372K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -12.5% | 3,314 | $370K |
| Patten Group, Inc. | 0.08% | Add +3.3% | 3,165 | $354K |
| Capital Advisory Group Advisory Services, LLC | 0.13% | No change | 3,108 | $347K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -3.4% | 3,033 | $339K |
| Tyler-Stone Wealth Management | 0.06% | No change | 2,972 | $332K |
| Allworth Financial LP | 0.00% | No change | 2,749 | $319K |
| Cresset Asset Management, LLC | 0.00% | No change | 2,844 | $318K |
| Smith, Moore & Co. | 0.03% | No change | 2,779 | $311K |
| Equitable Holdings, Inc. | 0.00% | Add +16.4% | 2,700 | $302K |
| Accredited Investors Inc. | 0.02% | No change | 2,649 | $296K |
| AE Wealth Management LLC | 0.00% | Reduce -85.8% | 2,633 | $294K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -2.5% | 2,609 | $292K |
| StoneX Group Inc. | 0.02% | Add +7.0% | 2,593 | $290K |
| Corient Private Wealth LP | 0.00% | Reduce -7.2% | 2,580 | $288K |
| Diversify Advisory Services, LLC | 0.02% | New | 3,228 | $283K |
| Pure Financial Advisors, LLC | 0.01% | No change | 2,510 | $280K |
| Cibc World Market Inc. | 0.00% | Reduce -19.5% | 2,413 | $270K |
| Money Concepts Capital Corp. | 0.02% | No change | 2,395 | $268K |
| Cottonwood Capital Advisors, LLC | 0.19% | No change | 2,351 | $263K |
| World Investment Advisors | 0.01% | Reduce -4.2% | 2,337 | $261K |
| Family Capital Management, Inc. | 0.16% | No change | 2,327 | $260K |
| Intrua Financial, LLC | 0.04% | Reduce -1.8% | 2,296 | $257K |
| Commerce Bank | 0.00% | No change | 2,200 | $246K |
| Cwm, LLC | 0.00% | Reduce -19.7% | 2,197 | $245K |
| HRT Financial LP | 0.00% | New | 2,139 | $239K |
| Smart Portfolios, LLC | 0.26% | Reduce -1.4% | 2,135 | $239K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -6.7% | 2,122 | $237K |
| Purus Wealth Management, LLC | 0.10% | Reduce -1.7% | 2,117 | $237K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -11.9% | 2,072 | $232K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.1% | 2,061 | $230K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 2,050 | $229K |
| Wedbush Securities Inc. | 0.01% | Reduce -12.5% | 2,035 | $227K |
| Synovus Financial Corp. | 0.00% | Reduce -0.2% | 2,003 | $224K |
| Bawa N Mallick Trust | 0.11% | No change | 2,000 | $223K |
| Puff Wealth Management, LLC | 0.36% | Add +0.2% | 1,841 | $206K |
| Blair William & Co. | 0.00% | Add +258.6% | 1,578 | $176K |
| Wiser Advisor Group LLC | 0.23% | No change | 1,415 | $158K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -28.7% | 1,237 | $138K |
| Lanark Financial, Inc. | 0.01% | — | 1,199 | $134K |
| Smithfield Trust Co | 0.01% | No change | 1,067 | $120K |
| Bank of Montreal | 0.00% | No change | 950 | $106K |
| City Holding Co. | 0.01% | No change | 900 | $101K |
| Farther Finance Advisors, LLC | 0.00% | Add +662.4% | 831 | $94K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -18.3% | 766 | $86K |
| Citigroup Inc. | 0.00% | Reduce -54.3% | 758 | $85K |
| Spire Wealth Management | 0.00% | No change | 638 | $71K |
| Luken Investment Analytics, LLC | 0.03% | No change | 565 | $63K |
| Costello Asset Management, INC | 0.02% | New | 543 | $61K |
| Private Trust Co. NA | 0.01% | Reduce -68.4% | 521 | $58K |
| Assetmark, Inc. | 0.00% | Add +21.0% | 479 | $54K |
| Sandy Spring Bank | 0.00% | No change | 400 | $45K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 384 | $43K |
| IFP Advisors, Inc | 0.00% | Add +9.2% | 355 | $40K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 350 | $39K |
| Principal Securities, Inc. | 0.00% | No change | 323 | $39K |
| Hexagon Capital Partners LLC | 0.01% | Reduce -48.9% | 314 | $35K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 274 | $31K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -39.3% | 253 | $28K |
| Mather Group, Llc. | 0.00% | No change | 243 | $27K |
| Perritt Capital Management Inc | 0.01% | New | 200 | $22K |
| CoreCap Advisors, LLC | 0.00% | No change | 192 | $21K |
| Prestige Wealth Management Group LLC | 0.00% | No change | 177 | $20K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 104 | $12K |
| GAMMA Investing LLC | 0.00% | No change | 100 | $11K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 99 | $11K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 95 | $11K |
| Medallion Wealth Advisors, LLC | 0.00% | New | 90 | $10K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 86 | $10K |
| MAI Capital Management | 0.00% | Add +17.1% | 82 | $9K |
| SBI Securities Co., Ltd. | 0.00% | Add +7.3% | 74 | $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 | $7K |
| Comerica Bank | 0.00% | No change | 33 | $4K |
| Keystone Financial Group, Inc. | 0.00% | New | 25 | $3K |
| SWAN Capital LLC | 0.00% | New | 27 | $3K |
| Country Trust Bank | 0.00% | New | 27 | $3K |
| Richards, Merrill & Peterson, Inc. | 0.00% | New | 20 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 8 | $894 |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 6 | $671 |
| Rossby Financial, LCC | 0.00% | New | 3 | $353 |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1 | $112 |
| Global Wealth Strategies & Associates | 0.00% | New | 1 | $112 |
"% 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.