First Trust US Equity OpportFPXETF
13F holders, Q1 2026 (March 31)211holders +8
27new positions
16sold out
1famous investor
$159.06avg. 13F price*
At the end of Q1 2026, 211 institutions reported holding First Trust US Equity Opport (FPX) in their 13F filings, up 8 from Q4 2025. 27 opened new positions and 16 sold out. The largest holders were Morgan Stanley ($95.8M), LPL Financial LLC ($67.3M) and Wells Fargo & Company ($53.2M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $17.4M |
| Exits | 16 | $19.9M |
All 13F filers, Q4 2025 → Q1 2026: 351,278 shares bought and 308,331 shares sold, net +42,947 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 211 holders
| Morgan Stanley | 0.01% | Reduce -8.3% | 603,103 | $95.8M |
| LPL Financial LLC | 0.02% | Reduce -8.4% | 423,848 | $67.3M |
| Wells Fargo & Company | 0.01% | Reduce -1.7% | 334,974 | $53.2M |
| Bank of America Corp. | 0.00% | Add +43.3% | 204,237 | $32.4M |
| Raymond James Financial Inc. | 0.01% | Reduce -5.2% | 179,649 | $28.5M |
| Royal Bank of Canada | 0.00% | Add +57.7% | 112,977 | $17.9M |
| Systelligence, LLC | 3.15% | Reduce -7.7% | 101,920 | $16.2M |
| Osaic Holdings, Inc. | 0.02% | Reduce -8.3% | 91,342 | $14.5M |
| Cetera Investment Advisers | 0.01% | Add +3.6% | 86,687 | $13.8M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -6.3% | 83,399 | $13.2M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +1.4% | 62,829 | $10.0M |
| Cassia Capital Partners, LLC | 4.80% | Add +4.2% | 58,822 | $9.3M |
| UBS Group AG | 0.00% | Add +12.3% | 57,752 | $9.2M |
| Ameriprise Financial Inc. | 0.00% | Add +18.3% | 52,603 | $8.4M |
| Envestnet Asset Management Inc. | 0.00% | Add +9.0% | 52,426 | $8.3M |
| Susquehanna International Group, LLP | 0.01% | Add +53.4% | 47,808 | $7.6M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -1.4% | 47,107 | $7.5M |
| Ethos Financial Group, LLC | 0.53% | New | 45,500 | $7.2M |
| Truist Financial Corp. | 0.01% | Add +26.6% | 40,819 | $6.5M |
| Proactive Wealth Strategies LLC | 1.21% | Add +99.7% | 40,613 | $6.5M |
| OneAscent Financial Services LLC | 0.31% | Reduce -0.6% | 35,894 | $5.7M |
| Twin Peaks Wealth Advisors, LLC | 1.40% | Add +0.8% | 35,067 | $5.6M |
| Harbour Investments, Inc. | 0.08% | Add +17.1% | 34,648 | $5.5M |
| D.A. Davidson & Co. | 0.03% | Add +6.9% | 30,246 | $4.8M |
| NewEdge Advisors, LLC | 0.02% | Reduce -18.3% | 26,977 | $4.3M |
| HighTower Advisors, LLC | 0.00% | Add +0.9% | 25,124 | $4.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +105.3% | 24,630 | $3.9M |
| Mariner, LLC | 0.00% | Add +46.2% | 24,531 | $3.9M |
| Worthington Financial Partners, LLC | 3.22% | Reduce -6.5% | 23,624 | $3.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +24.2% | 21,432 | $3.4M |
| NTV Asset Management LLC | 0.36% | Reduce -9.7% | 20,648 | $3.3M |
| Private Advisor Group, LLC | 0.01% | Add +1.4% | 19,581 | $3.1M |
| Western Wealth Management, LLC | 0.11% | Reduce -0.2% | 18,672 | $3.0M |
| Atria Investments, Inc | 0.03% | Add +66.3% | 18,002 | $2.9M |
| Golden State Wealth Management, LLC | 0.31% | Reduce -2.4% | 17,997 | $2.9M |
| Chicago Partners Investment Group LLC | 0.06% | Reduce -23.2% | 15,785 | $2.8M |
| Citadel Advisors | 0.00% | New | 17,066 | $2.7M |
| Gateway Wealth Partners, LLC | 0.10% | Add +117.8% | 16,803 | $2.7M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +2.9% | 16,738 | $2.7M |
| Onyx Bridge Wealth Group LLC | 0.28% | Add +0.0% | 16,281 | $2.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -34.3% | 15,440 | $2.5M |
| Calton & Associates, Inc. | 0.35% | Add +2.3% | 15,383 | $2.4M |
| Equitable Holdings, Inc. | 0.01% | Add +2.7% | 14,098 | $2.3M |
| Impact Partnership Wealth, LLC | 0.27% | Add +40.5% | 13,599 | $2.2M |
| Two Sigma Investments, LP | 0.00% | New | 13,270 | $2.1M |
| Spectrum Wealth Advisory Group, LLC | 0.67% | Reduce -2.1% | 11,372 | $1.8M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -20.6% | 11,357 | $1.8M |
| Signature Estate & Investment Advisors LLC | 0.04% | Reduce -2.1% | 11,051 | $1.8M |
| Stifel Financial Corp. | 0.00% | Reduce -0.5% | 9,109 | $1.4M |
| Pacific Sun Financial Corp | 0.63% | Add +6.9% | 8,223 | $1.3M |
| Baird Financial Group, Inc. | 0.00% | Add +2.6% | 8,135 | $1.3M |
| PCG Wealth Advisors, LLC | 0.32% | Reduce -0.1% | 8,011 | $1.3M |
| Cascade Investment Advisors, Inc. | 0.75% | Add +10.1% | 8,006 | $1.3M |
| Captrust Financial Advisors | 0.00% | Reduce -1.4% | 7,851 | $1.2M |
| Sigma Planning Corp | 0.03% | Reduce -7.4% | 7,844 | $1.2M |
| Kovack Advisors, Inc. | 0.06% | Reduce -3.1% | 7,397 | $1.2M |
| Comprehensive Financial Planning, Inc. | 0.80% | Add +10.4% | 7,282 | $1.2M |
| Patten Group, Inc. | 0.20% | Add +2.4% | 7,283 | $1.2M |
| Ameritas Investment Partners, Inc. | 0.04% | Add +7563.2% | 7,280 | $1.2M |
| MML Investors Services, LLC | 0.00% | Reduce -42.2% | 7,095 | $1.1M |
| Creative Planning | 0.00% | Add +0.3% | 6,796 | $1.1M |
| Ancora Advisors LLC | 0.02% | Add +4.8% | 6,500 | $1.0M |
| Focus Partners Wealth | 0.00% | Add +0.1% | 6,492 | $1.0M |
| HighPoint Advisor Group LLC | 0.04% | Reduce -2.0% | 6,129 | $973K |
| VestGen Advisors, LLC | 0.03% | Reduce -1.6% | 5,169 | $969K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -10.5% | 5,860 | $931K |
| Advisory Services Network, LLC | 0.01% | Reduce -3.6% | 5,725 | $909K |
| Wedbush Securities Inc. | 0.02% | Add +15.3% | 5,205 | $827K |
| Kraft, Davis & Associates, LLC | 0.17% | Reduce -3.2% | 4,509 | $814K |
| RDA Financial Network | 0.20% | No change | 5,017 | $797K |
| Prospera Financial Services Inc | 0.01% | No change | 4,826 | $767K |
| Krilogy Financial LLC | 0.02% | No change | 4,300 | $757K |
| PFG Advisors | 0.04% | Add +19.5% | 4,721 | $750K |
| World Investment Advisors | 0.01% | Add +17.5% | 4,573 | $726K |
| Investors Research Corp | 0.13% | Reduce -17.1% | 4,371 | $694K |
| Benjamin Edwards Inc. | 0.01% | No change | 4,324 | $687K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -0.8% | 4,160 | $661K |
| Morey & Quinn Wealth Partners, LLC | 0.47% | Add +0.0% | 4,152 | $659K |
| Arax Advisory Partners | 0.02% | Reduce -11.4% | 4,138 | $657K |
| Independent Advisor Alliance | 0.01% | New | 3,994 | $634K |
| FMR LLC | 0.00% | Add +3.8% | 3,940 | $626K |
| IHT Wealth Management, LLC | 0.01% | Reduce -44.1% | 3,858 | $613K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 3,830 | $608K |
| Concentrum Wealth Management | 0.18% | Reduce -2.6% | 3,757 | $597K |
| Flow Traders U.S. LLC | 0.02% | New | 3,631 | $577K |
| Eclectic Associates Inc. | 0.08% | Reduce -39.9% | 3,610 | $572K |
| Valmark Advisers, Inc. | 0.01% | No change | 3,458 | $549K |
| Triumph Capital Management | 0.11% | Add +4.4% | 3,389 | $538K |
| RFG Advisory, LLC | 0.01% | Reduce -5.3% | 3,335 | $530K |
| Legacy Trust | 0.10% | No change | 3,329 | $529K |
| Rubicon Advisors, GP | 0.47% | Add +3.9% | 3,321 | $527K |
| TCFG Wealth Management, LLC | 0.19% | No change | 3,256 | $517K |
| TCFG Investment Advisors, LLC | 0.19% | — | 3,256 | $517K |
| Second Line Capital, LLC | 0.09% | New | 2,749 | $499K |
| Boyce & Associates Wealth Consulting, Inc. | 0.37% | Reduce -1.7% | 3,086 | $490K |
| Rockefeller Capital Management L.P. | 0.00% | Add +10.5% | 3,025 | $480K |
| J. Derek Lewis & Associates Inc. | 0.11% | No change | 2,959 | $470K |
| Insigneo Advisory Services, LLC | 0.03% | Reduce -8.2% | 2,956 | $469K |
| Integrity Alliance, Llc. | 0.02% | Reduce -45.5% | 2,893 | $459K |
| Vise Technologies, Inc. | 0.01% | No change | 2,806 | $459K |
"% 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.