First Trust US Equity OpportFPXETF
13F holders, Q3 2025 (September 30)200holders +24
33new positions
5sold out
1famous investor
$166.02avg. 13F price*
At the end of Q3 2025, 200 institutions reported holding First Trust US Equity Opport (FPX) in their 13F filings, up 24 from Q2 2025. 33 opened new positions and 5 sold out. The largest holders were Morgan Stanley ($109.6M), LPL Financial LLC ($80.8M) and Wells Fargo & Company ($54.7M). One famous investor held it Cliff Asness (0.0% of AQR Capital Management'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 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $19.8M |
| Exits | 5 | $2.8M |
All 13F filers, Q2 2025 → Q3 2025: 387,605 shares bought and 71,674 shares sold, net +315,931 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 200 holders
| Morgan Stanley | 0.01% | Add +13.7% | 659,582 | $109.6M |
| LPL Financial LLC | 0.02% | Add +3.4% | 486,131 | $80.8M |
| Wells Fargo & Company | 0.01% | Add +4.9% | 329,111 | $54.7M |
| Raymond James Financial Inc. | 0.01% | Add +7.7% | 156,672 | $26.0M |
| Bank of America Corp. | 0.00% | Reduce -0.3% | 113,051 | $18.8M |
| Osaic Holdings, Inc. | 0.02% | Add +214.3% | 95,665 | $15.4M |
| Cetera Investment Advisers | 0.02% | Add +3.9% | 91,795 | $15.3M |
| Commonwealth Equity Services, LLC | 0.02% | Add +2.2% | 88,439 | $14.7M |
| Cassia Capital Partners, LLC | 5.77% | Reduce -1.1% | 63,582 | $10.6M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -6.4% | 56,450 | $9.4M |
| Royal Bank of Canada | 0.00% | Add +15.4% | 53,876 | $9.0M |
| UBS Group AG | 0.00% | Add +13.7% | 52,381 | $8.7M |
| BNP Paribas Financial Markets | 0.01% | New | 50,000 | $8.3M |
| Janney Montgomery Scott LLC | 0.02% | Add +2.1% | 49,148 | $8.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +5.7% | 48,109 | $8.0M |
| NewEdge Advisors, LLC | 0.03% | Reduce -1.9% | 41,852 | $7.0M |
| Twin Peaks Wealth Advisors, LLC | 2.02% | Reduce -4.7% | 35,575 | $5.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.5% | 34,895 | $5.8M |
| Truist Financial Corp. | 0.01% | Add +3.0% | 32,707 | $5.4M |
| Harbour Investments, Inc. | 0.11% | Reduce -0.1% | 28,671 | $4.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -3.3% | 27,020 | $4.5M |
| D.A. Davidson & Co. | 0.03% | Reduce -0.3% | 26,271 | $4.4M |
| Susquehanna International Group, LLP | 0.01% | Reduce -11.1% | 25,955 | $4.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -2.2% | 25,506 | $4.2M |
| NTV Asset Management LLC | 0.44% | Add +1.2% | 24,252 | $4.0M |
| Chicago Partners Investment Group LLC | 0.09% | Add +6.1% | 20,385 | $3.4M |
| Western Wealth Management, LLC | 0.18% | Reduce -0.7% | 20,427 | $3.4M |
| Proactive Wealth Strategies LLC | 1.45% | Add +0.4% | 20,307 | $3.4M |
| Golden State Wealth Management, LLC | 0.34% | Reduce -3.1% | 18,783 | $3.1M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -20.2% | 17,637 | $2.9M |
| Mariner, LLC | 0.00% | Add +1.3% | 17,257 | $2.9M |
| Onyx Bridge Wealth Group LLC | 0.29% | Add +1.3% | 16,251 | $2.7M |
| IFG Advisory, LLC | 0.12% | Add +96.4% | 16,228 | $2.7M |
| Private Advisor Group, LLC | 0.01% | Reduce -0.2% | 15,791 | $2.6M |
| Calton & Associates, Inc. | 0.38% | Add +13.7% | 15,347 | $2.6M |
| Equitable Holdings, Inc. | 0.01% | Add +369.1% | 12,043 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.0% | 11,628 | $1.9M |
| Spectrum Wealth Advisory Group, LLC | 0.80% | Reduce -0.5% | 11,622 | $1.9M |
| Signature Estate & Investment Advisors LLC | 0.04% | Add +0.2% | 11,577 | $1.9M |
| Atria Investments, Inc | 0.02% | Reduce -6.4% | 11,161 | $1.9M |
| Baird Financial Group, Inc. | 0.00% | Add +1.3% | 10,592 | $1.8M |
| MML Investors Services, LLC | 0.00% | Add +30.3% | 10,361 | $1.7M |
| Fig Financial Advisory Services Inc. | 1.05% | New | 10,042 | $1.7M |
| Stifel Financial Corp. | 0.00% | Add +9.2% | 9,239 | $1.5M |
| Sigma Planning Corp | 0.04% | Add +94.7% | 9,225 | $1.5M |
| Impact Partnership Wealth, LLC | 0.22% | Add +27.3% | 8,950 | $1.5M |
| Farther Finance Advisors, LLC | 0.02% | Add +892.1% | 8,244 | $1.4M |
| Prudential PLC | 0.01% | New | 8,000 | $1.3M |
| Pacific Sun Financial Corp | 0.64% | Reduce -0.6% | 7,999 | $1.3M |
| PCG Wealth Advisors, LLC | 0.39% | Reduce -0.3% | 7,967 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +0.1% | 7,957 | $1.3M |
| Eclectic Associates Inc. | 0.23% | Reduce -31.8% | 7,489 | $1.2M |
| Creative Planning | 0.00% | Add +0.3% | 7,388 | $1.2M |
| Cascade Investment Advisors, Inc. | 0.71% | Add +3.5% | 7,031 | $1.2M |
| IHT Wealth Management, LLC | 0.03% | Add +0.8% | 6,885 | $1.1M |
| Comprehensive Financial Planning, Inc. | 0.78% | Add +0.2% | 6,864 | $1.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +546.5% | 6,749 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.02% | Add +9.5% | 6,219 | $1.0M |
| Ancora Advisors LLC | 0.02% | Reduce -20.6% | 6,200 | $1.0M |
| Advisory Services Network, LLC | 0.01% | Add +1.2% | 6,150 | $1.0M |
| Brookstone Capital Management | 0.01% | New | 5,973 | $992K |
| Focus Partners Wealth | 0.00% | Add +42.5% | 6,005 | $991K |
| Investors Research Corp | 0.18% | Reduce -3.3% | 5,900 | $980K |
| Kraft, Davis & Associates, LLC | 0.24% | Reduce -1.0% | 5,874 | $969K |
| VestGen Advisors, LLC | 0.03% | Add +2.4% | 5,818 | $967K |
| Integrity Alliance, Llc. | 0.04% | Add +96.2% | 5,564 | $925K |
| Private Advisory Group LLC | 0.08% | New | 5,303 | $881K |
| Kovack Advisors, Inc. | 0.08% | Reduce -0.6% | 5,226 | $868K |
| RDA Financial Network | 0.21% | Reduce -3.5% | 5,052 | $839K |
| Prospera Financial Services Inc | 0.01% | Reduce -2.8% | 4,918 | $819K |
| Concentrum Wealth Management | 0.23% | Reduce -14.5% | 4,707 | $782K |
| Benjamin Edwards Inc. | 0.01% | Add +0.0% | 4,654 | $774K |
| Wedbush Securities Inc. | 0.02% | Add +61.9% | 4,292 | $713K |
| Krilogy Financial LLC | 0.03% | New | 4,300 | $712K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +0.1% | 4,227 | $702K |
| Morey & Quinn Wealth Partners, LLC | 0.51% | No change | 4,159 | $691K |
| Patten Group, Inc. | 0.13% | Add +36.4% | 4,107 | $682K |
| Jaffetilchin Investment Partners, LLC | 0.04% | Add +0.1% | 4,096 | $681K |
| World Investment Advisors | 0.01% | Add +61.4% | 3,772 | $627K |
| FMR LLC | 0.00% | Add +2.4% | 3,636 | $604K |
| RFG Advisory, LLC | 0.01% | Reduce -4.8% | 3,622 | $602K |
| Boyce & Associates Wealth Consulting, Inc. | 0.47% | Reduce -1.6% | 3,480 | $578K |
| TCFG Wealth Management, LLC | 0.22% | Reduce -2.8% | 3,375 | $561K |
| Legacy Trust | 0.11% | New | 3,329 | $553K |
| Capital Advisory Group Advisory Services, LLC | 0.16% | No change | 3,108 | $516K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +1.5% | 3,017 | $501K |
| Triumph Capital Management | 0.13% | Add +44.0% | 3,009 | $500K |
| Valmark Advisers, Inc. | 0.01% | New | 2,896 | $481K |
| Mercer Global Advisors Inc. | 0.00% | New | 2,827 | $470K |
| Allworth Financial LP | 0.00% | No change | 2,749 | $457K |
| October Effect Ltd | 0.50% | No change | 2,736 | $455K |
| Atlas Private Wealth Advisors | 0.11% | Reduce -50.1% | 2,731 | $454K |
| Oppenheimer & Co. Inc. | 0.01% | Add +31.4% | 2,722 | $452K |
| AQR Capital Management | 0.00% | New | 2,684 | $446K |
| Accredited Investors Inc. | 0.02% | No change | 2,649 | $440K |
| Cresset Asset Management, LLC | 0.00% | Add +0.1% | 2,643 | $439K |
| Rockefeller Capital Management L.P. | 0.00% | New | 2,599 | $432K |
| Pure Financial Advisors, LLC | 0.01% | No change | 2,580 | $429K |
| Smith, Moore & Co. | 0.03% | Reduce -8.0% | 2,425 | $403K |
| Cottonwood Capital Advisors, LLC | 0.29% | Add +2.8% | 2,416 | $401K |
"% 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.