First Trust US Equity OpportFPXETF
13F holders, Q4 2025 (December 31)203holders +3
19new positions
22sold out
1famous investor
$163.68avg. 13F price*
At the end of Q4 2025, 203 institutions reported holding First Trust US Equity Opport (FPX) in their 13F filings, up 3 from Q3 2025. 19 opened new positions and 22 sold out. The largest holders were Morgan Stanley ($107.6M), LPL Financial LLC ($75.7M) and Wells Fargo & Company ($55.7M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $37.4M |
| Exits | 22 | $6.8M |
All 13F filers, Q3 2025 → Q4 2025: 383,781 shares bought and 127,759 shares sold, net +256,022 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 203 holders
| Morgan Stanley | 0.01% | Reduce -0.3% | 657,727 | $107.6M |
| LPL Financial LLC | 0.02% | Reduce -4.8% | 462,771 | $75.7M |
| Wells Fargo & Company | 0.01% | Add +3.5% | 340,788 | $55.7M |
| Raymond James Financial Inc. | 0.01% | Add +20.9% | 189,499 | $31.0M |
| Bank of America Corp. | 0.00% | Add +26.0% | 142,485 | $23.3M |
| Systelligence, LLC | 3.44% | New | 110,426 | $18.1M |
| Osaic Holdings, Inc. | 0.02% | Add +4.2% | 99,641 | $16.3M |
| Commonwealth Equity Services, LLC | 0.02% | Add +0.6% | 88,973 | $14.6M |
| Cetera Investment Advisers | 0.01% | Reduce -8.9% | 83,663 | $13.7M |
| Royal Bank of Canada | 0.00% | Add +33.0% | 71,658 | $11.7M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +9.8% | 61,960 | $10.1M |
| Cassia Capital Partners, LLC | 5.00% | Reduce -11.3% | 56,430 | $9.2M |
| UBS Group AG | 0.00% | Reduce -1.8% | 51,448 | $8.4M |
| BNP Paribas Financial Markets | 0.01% | No change | 50,000 | $8.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.1% | 48,080 | $7.9M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -2.8% | 47,791 | $7.8M |
| Ameriprise Financial Inc. | 0.00% | Add +27.4% | 44,458 | $7.3M |
| Kingsview Wealth Management, LLC | 0.09% | New | 37,449 | $6.1M |
| OneAscent Financial Services LLC | 0.54% | New | 36,118 | $5.9M |
| Twin Peaks Wealth Advisors, LLC | 1.68% | Reduce -2.2% | 34,807 | $5.8M |
| NewEdge Advisors, LLC | 0.02% | Reduce -21.1% | 33,034 | $5.4M |
| Truist Financial Corp. | 0.01% | Reduce -1.4% | 32,243 | $5.3M |
| Susquehanna International Group, LLP | 0.01% | Add +20.0% | 31,157 | $5.1M |
| Harbour Investments, Inc. | 0.10% | Add +3.2% | 29,601 | $4.8M |
| D.A. Davidson & Co. | 0.03% | Add +7.7% | 28,282 | $4.6M |
| Worthington Financial Partners, LLC | 3.66% | — | 25,275 | $4.1M |
| HighTower Advisors, LLC | 0.00% | Reduce -7.8% | 24,904 | $4.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -7.8% | 23,509 | $4.0M |
| NTV Asset Management LLC | 0.40% | Reduce -5.8% | 22,853 | $3.7M |
| Chicago Partners Investment Group LLC | 0.08% | Add +0.8% | 20,546 | $3.4M |
| Proactive Wealth Strategies LLC | 1.32% | Add +0.1% | 20,338 | $3.3M |
| Private Advisor Group, LLC | 0.01% | Add +22.3% | 19,315 | $3.2M |
| Western Wealth Management, LLC | 0.14% | Reduce -8.4% | 18,707 | $3.1M |
| Golden State Wealth Management, LLC | 0.32% | Reduce -1.8% | 18,438 | $3.0M |
| IFG Advisory, LLC | 0.13% | Add +9.0% | 17,693 | $2.9M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -2.1% | 17,262 | $2.8M |
| Mariner, LLC | 0.00% | Reduce -2.8% | 16,778 | $2.7M |
| Onyx Bridge Wealth Group LLC | 0.28% | Add +0.1% | 16,274 | $2.7M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +439.2% | 16,269 | $2.7M |
| Calton & Associates, Inc. | 0.36% | Reduce -2.0% | 15,039 | $2.5M |
| Goldman Sachs Group Inc. | 0.00% | New | 14,304 | $2.3M |
| Equitable Holdings, Inc. | 0.02% | Add +14.0% | 13,729 | $2.2M |
| MML Investors Services, LLC | 0.00% | Add +18.4% | 12,270 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +3.2% | 11,995 | $2.0M |
| Spectrum Wealth Advisory Group, LLC | 0.70% | No change | 11,622 | $1.9M |
| Signature Estate & Investment Advisors LLC | 0.04% | Reduce -2.5% | 11,293 | $1.8M |
| Atria Investments, Inc | 0.02% | Reduce -3.0% | 10,823 | $1.8M |
| Impact Partnership Wealth, LLC | 0.20% | Add +8.2% | 9,682 | $1.6M |
| Stifel Financial Corp. | 0.00% | Reduce -0.9% | 9,155 | $1.5M |
| Sigma Planning Corp | 0.04% | Reduce -8.2% | 8,468 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +23.5% | 8,338 | $1.4M |
| PCG Wealth Advisors, LLC | 0.37% | Add +0.7% | 8,019 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +0.0% | 7,959 | $1.3M |
| Baird Financial Group, Inc. | 0.00% | Reduce -25.2% | 7,926 | $1.3M |
| Gateway Wealth Partners, LLC | 0.14% | New | 7,714 | $1.3M |
| Pacific Sun Financial Corp | 0.61% | Reduce -3.9% | 7,691 | $1.3M |
| Kovack Advisors, Inc. | 0.06% | Add +46.1% | 7,633 | $1.2M |
| Cascade Investment Advisors, Inc. | 0.70% | Add +3.4% | 7,271 | $1.2M |
| Patten Group, Inc. | 0.22% | Add +73.2% | 7,113 | $1.2M |
| IHT Wealth Management, LLC | 0.03% | Add +0.3% | 6,908 | $1.1M |
| Creative Planning | 0.00% | Reduce -8.3% | 6,777 | $1.1M |
| Comprehensive Financial Planning, Inc. | 0.71% | Reduce -3.9% | 6,594 | $1.1M |
| Concurrent Investment Advisors, LLC | 0.01% | Add +5.3% | 6,546 | $1.1M |
| Focus Partners Wealth | 0.00% | Add +8.0% | 6,486 | $1.1M |
| HighPoint Advisor Group LLC | 0.02% | New | 6,254 | $1.0M |
| Ancora Advisors LLC | 0.02% | No change | 6,200 | $1.0M |
| Eclectic Associates Inc. | 0.15% | Reduce -19.8% | 6,007 | $983K |
| Advisory Services Network, LLC | 0.01% | Reduce -3.5% | 5,937 | $971K |
| Private Advisory Group LLC | 0.07% | Add +5.2% | 5,579 | $913K |
| Integrity Alliance, Llc. | 0.03% | Reduce -4.6% | 5,309 | $868K |
| Investors Research Corp | 0.16% | Reduce -10.6% | 5,274 | $863K |
| VestGen Advisors, LLC | 0.04% | Reduce -9.7% | 5,253 | $859K |
| RDA Financial Network | 0.20% | Reduce -0.7% | 5,017 | $821K |
| Kraft, Davis & Associates, LLC | 0.18% | Reduce -20.7% | 4,658 | $790K |
| Prospera Financial Services Inc | 0.01% | Reduce -1.9% | 4,826 | $790K |
| Arax Advisory Partners | 0.02% | New | 4,670 | $764K |
| Wedbush Securities Inc. | 0.02% | Add +5.2% | 4,514 | $739K |
| Krilogy Financial LLC | 0.02% | No change | 4,300 | $712K |
| Benjamin Edwards Inc. | 0.01% | Reduce -7.1% | 4,324 | $707K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -0.8% | 4,193 | $686K |
| Morey & Quinn Wealth Partners, LLC | 0.49% | Reduce -0.2% | 4,151 | $679K |
| PFG Advisors | 0.03% | New | 3,950 | $646K |
| World Investment Advisors | 0.01% | Add +3.2% | 3,892 | $637K |
| Concentrum Wealth Management | 0.18% | Reduce -18.1% | 3,857 | $631K |
| FMR LLC | 0.00% | Add +4.4% | 3,797 | $621K |
| Capital Advisory Group Advisory Services, LLC | 0.18% | Add +19.3% | 3,708 | $607K |
| RFG Advisory, LLC | 0.01% | Reduce -2.8% | 3,521 | $576K |
| Valmark Advisers, Inc. | 0.01% | Add +19.4% | 3,458 | $566K |
| Legacy Trust | 0.10% | No change | 3,329 | $545K |
| TCFG Wealth Management, LLC | 0.21% | Reduce -3.5% | 3,256 | $533K |
| Triumph Capital Management | 0.11% | Add +7.9% | 3,247 | $531K |
| Insigneo Advisory Services, LLC | 0.04% | Add +104.3% | 3,221 | $527K |
| Rubicon Advisors, GP | 0.49% | — | 3,198 | $523K |
| Boyce & Associates Wealth Consulting, Inc. | 0.43% | Reduce -9.8% | 3,139 | $514K |
| J. Derek Lewis & Associates Inc. | 0.11% | — | 2,959 | $484K |
| Vise Technologies, Inc. | 0.01% | New | 2,806 | $459K |
| Rockefeller Capital Management L.P. | 0.00% | Add +5.3% | 2,738 | $448K |
| October Effect Ltd | 0.49% | No change | 2,736 | $448K |
| Atlas Private Wealth Advisors | 0.10% | Add +0.1% | 2,734 | $447K |
| Oppenheimer & Co. Inc. | 0.01% | No change | 2,722 | $445K |
"% 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.