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 |
| Accredited Investors Inc. | 0.02% | No change | 2,649 | $433K |
| Cresset Asset Management, LLC | 0.00% | Add +0.0% | 2,644 | $433K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -8.4% | 2,590 | $424K |
| Pure Financial Advisors, LLC | 0.01% | No change | 2,580 | $422K |
| Smith, Moore & Co. | 0.03% | No change | 2,425 | $397K |
| Cottonwood Capital Advisors, LLC | 0.28% | Reduce -0.4% | 2,407 | $394K |
| Money Concepts Capital Corp. | 0.02% | No change | 2,395 | $392K |
| Family Capital Management, Inc. | 0.17% | No change | 2,327 | $381K |
| Intrua Financial, LLC | 0.04% | No change | 2,318 | $379K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Reduce -44.6% | 2,268 | $371K |
| Commerce Bank | 0.00% | No change | 2,200 | $360K |
| Cwm, LLC | 0.00% | Add +0.1% | 2,191 | $358K |
| Mosley Wealth Management | 0.16% | — | 2,126 | $356K |
| StoneX Group Inc. | 0.02% | Reduce -3.4% | 2,173 | $355K |
| Cibc World Market Inc. | 0.00% | No change | 2,164 | $354K |
| Corient Private Wealth LP | 0.00% | Add +0.5% | 2,139 | $350K |
| Purus Wealth Management, LLC | 0.11% | No change | 2,090 | $342K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 2,050 | $336K |
| Bank of New York Mellon Corp | 0.00% | Reduce -0.1% | 2,011 | $329K |
| Bawa N Mallick Trust | 0.12% | No change | 2,000 | $327K |
| Pinnacle Financial Partners, Inc. | 0.00% | — | 1,996 | $327K |
| B. Riley Wealth Advisors, Inc. | 0.01% | No change | 1,930 | $316K |
| Arrowroot Family Office, LLC | 0.11% | No change | 1,855 | $303K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +1.1% | 1,803 | $295K |
| Puff Wealth Management, LLC | 0.38% | Reduce -3.9% | 1,780 | $294K |
| Integris Wealth Management, LLC | 0.07% | No change | 1,772 | $290K |
| Appleton Partners Inc. | 0.02% | No change | 1,716 | $281K |
| Smart Portfolios, LLC | 0.27% | Reduce -3.2% | 1,670 | $273K |
| Cannon Advisors, Inc. | 0.18% | Add +0.1% | 1,508 | $253K |
| Arkadios Wealth Advisors | 0.00% | Reduce -1.6% | 1,516 | $248K |
| Capital Investment Management, Inc. | 0.09% | — | 1,504 | $246K |
| Kapstone Financial Advisors LLC | 0.12% | Reduce -19.9% | 1,481 | $242K |
| Accel Wealth Management | 0.06% | Add +1.9% | 1,435 | $235K |
| tru Independence LLC | 0.06% | Add +0.1% | 1,430 | $234K |
| Sun Financial Inc | 0.13% | — | 1,410 | $231K |
| Moneta Group Investment Advisors LLC | 0.00% | Add +0.1% | 1,404 | $230K |
| Midwest Trust Co | 0.00% | Reduce -1.8% | 1,402 | $229K |
| Snowden Capital Advisors LLC | 0.01% | No change | 1,378 | $225K |
| Allworth Financial LP | 0.00% | Reduce -50.1% | 1,372 | $224K |
| Willner & Heller, LLC | 0.16% | Add +0.1% | 1,333 | $218K |
| Wiser Advisor Group LLC | 0.25% | Add +0.1% | 1,330 | $217K |
| Advisory Alpha, LLC | 0.01% | Add +0.1% | 1,313 | $215K |
| AQR Capital Management | 0.00% | Reduce -51.3% | 1,307 | $214K |
| Harvest Investment Services, LLC | 0.04% | New | 1,306 | $214K |
| Wealth Effects LLC | 0.07% | No change | 1,296 | $212K |
| WealthPLAN Partners, LLC | 0.03% | Add +5.0% | 1,294 | $212K |
| First Heartland Consultants, Inc. | 0.02% | New | 1,262 | $206K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +0.1% | 1,235 | $202K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -12.8% | 1,232 | $202K |
| Lanark Financial, Inc. | 0.01% | Add +0.2% | 1,205 | $197K |
| Smithfield Trust Co | 0.01% | No change | 1,067 | $175K |
| Bank of Montreal | 0.00% | No change | 950 | $155K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -88.8% | 926 | $151K |
| City Holding Co. | 0.02% | Reduce -1.1% | 890 | $146K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 865 | $142K |
| Root Financial Partners, LLC | 0.01% | Reduce -0.2% | 830 | $136K |
| Citigroup Inc. | 0.00% | Add +0.1% | 760 | $124K |
| Private Trust Co. NA | 0.01% | No change | 638 | $104K |
| Spire Wealth Management | 0.00% | New | 638 | $104K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +149.2% | 588 | $96K |
| Luken Investment Analytics, LLC | 0.04% | No change | 565 | $92K |
| Blair William & Co. | 0.00% | Add +21.1% | 533 | $87K |
| International Assets Investment Management, LLC | 0.01% | New | 525 | $86K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 519 | $85K |
| Costello Asset Management, INC | 0.02% | Reduce -18.9% | 441 | $72K |
| Assetmark, Inc. | 0.00% | No change | 410 | $67K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 400 | $65K |
| Larson Financial Group LLC | 0.00% | Add +0.3% | 368 | $60K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | New | 350 | $59K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 350 | $57K |
| JPMorgan Chase & Co. | 0.00% | Reduce -56.8% | 342 | $56K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 274 | $45K |
| Osbon Capital Management LLC | 0.04% | — | 261 | $43K |
| Global Retirement Partners, LLC | 0.00% | No change | 230 | $38K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 228 | $37K |
| IFP Advisors, Inc | 0.00% | Reduce -43.7% | 200 | $33K |
| Comerica Bank | 0.00% | Reduce -0.5% | 183 | $30K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 177 | $29K |
| Manning & Napier Advisors LLC | 0.00% | No change | 175 | $29K |
| Trust Co. of Toledo NA | 0.00% | No change | 167 | $27K |
| Ameriflex Group, Inc. | 0.01% | Reduce -34.8% | 150 | $25K |
| NFSG Corp | 0.00% | No change | 150 | $25K |
| CoreCap Advisors, LLC | 0.00% | Reduce -40.6% | 114 | $19K |
| GAMMA Investing LLC | 0.00% | No change | 100 | $16K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 99 | $16K |
| MAI Capital Management | 0.00% | Add +35.7% | 95 | $16K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 95 | $16K |
| CENTRAL TRUST Co | 0.00% | New | 91 | $15K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 86 | $14K |
| SBI Securities Co., Ltd. | 0.00% | Reduce -5.4% | 70 | $11K |
| Capital Analysts, LLC | 0.00% | No change | 70 | $11K |
| Kozak & Associates, Inc. | 0.00% | No change | 63 | $11K |
| Cresta Advisors, Ltd. | 0.00% | New | 53 | $9K |
| Motiv8 Investments LLC | 0.00% | New | 46 | $8K |
| SWAN Capital LLC | 0.00% | No change | 27 | $4K |
| Country Trust Bank | 0.00% | No change | 27 | $4K |
| Keystone Financial Group, Inc. | 0.00% | Add +31.3% | 21 | $3K |
| Caitlin John, LLC | 0.00% | No change | 12 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 8 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 6 | $982 |
| Rossby Financial, LCC | 0.00% | No change | 3 | $491 |
| Kingdom Financial Group LLC. | 0.00% | New | 2 | $327 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -90.0% | 2 | $327 |
"% 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.