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 |
| Aptus Capital Advisors, LLC | 0.00% | New | 2,838 | $451K |
| Cresset Asset Management, LLC | 0.00% | Add +6.0% | 2,803 | $445K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -66.5% | 2,797 | $444K |
| Atlas Private Wealth Advisors | 0.10% | No change | 2,734 | $434K |
| Fiduciary Trust Co | 0.01% | New | 2,679 | $425K |
| Accredited Investors Inc. | 0.02% | No change | 2,649 | $421K |
| Pure Financial Advisors, LLC | 0.01% | No change | 2,580 | $410K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -5.2% | 2,580 | $410K |
| Corient Private Wealth LP | 0.00% | Add +14.3% | 2,446 | $388K |
| Smith, Moore & Co. | 0.03% | No change | 2,425 | $385K |
| Cottonwood Capital Advisors, LLC | 0.27% | No change | 2,407 | $382K |
| Money Concepts Capital Corp. | 0.02% | Add +0.1% | 2,398 | $381K |
| Cwm, LLC | 0.00% | Add +4.7% | 2,293 | $364K |
| Intrua Financial, LLC | 0.04% | Reduce -1.2% | 2,290 | $364K |
| Jaffetilchin Investment Partners, LLC | 0.02% | No change | 2,268 | $360K |
| Commerce Bank | 0.00% | No change | 2,200 | $349K |
| Mosley Wealth Management | 0.16% | Reduce -1.5% | 2,094 | $348K |
| Purus Wealth Management, LLC | 0.10% | Reduce -0.8% | 2,073 | $329K |
| Kayne Anderson Rudnick Investment Management LLC | 0.00% | No change | 2,050 | $326K |
| Bank of New York Mellon Corp | 0.00% | No change | 2,011 | $319K |
| Bawa N Mallick Trust | 0.13% | No change | 2,000 | $318K |
| Pinnacle Financial Partners, Inc. | 0.00% | No change | 1,996 | $317K |
| October Effect Ltd | 0.36% | Reduce -27.9% | 1,972 | $313K |
| Cibc World Market Inc. | 0.00% | Reduce -10.7% | 1,933 | $307K |
| Arkadios Wealth Advisors | 0.01% | Add +27.0% | 1,926 | $306K |
| Arrowroot Family Office, LLC | 0.10% | No change | 1,855 | $295K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 1,837 | $292K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -0.4% | 1,795 | $285K |
| Northern Trust Corp. | 0.00% | New | 1,782 | $283K |
| Integris Wealth Management, LLC | 0.06% | No change | 1,772 | $281K |
| Flagstar Securities, Inc. | 0.10% | New | 1,688 | $268K |
| Sun Financial Inc | 0.13% | Add +0.1% | 1,411 | $265K |
| Smart Portfolios, LLC | 0.26% | Reduce -0.6% | 1,660 | $264K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -12.9% | 1,680 | $256K |
| Family Capital Management, Inc. | 0.11% | Reduce -31.8% | 1,588 | $252K |
| First Heartland Consultants, Inc. | 0.02% | Add +25.4% | 1,582 | $251K |
| Harvest Investment Services, LLC | 0.04% | Add +17.8% | 1,538 | $244K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -41.4% | 1,517 | $241K |
| Cannon Advisors, Inc. | 0.18% | Add +0.1% | 1,509 | $240K |
| Capital Investment Management, Inc. | 0.08% | Add +0.1% | 1,505 | $239K |
| tru Independence LLC | 0.12% | Add +3.8% | 1,484 | $236K |
| Kapstone Financial Advisors LLC | 0.12% | No change | 1,481 | $235K |
| Ameritas Advisory Services, LLC | 0.01% | New | 1,479 | $235K |
| Zinnia Wealth Advisory, LLC | 0.25% | New | 1,433 | $228K |
| Level Four Advisory Services, LLC | 0.01% | New | 1,425 | $226K |
| Moneta Group Investment Advisors LLC | 0.00% | No change | 1,404 | $223K |
| Snowden Capital Advisors LLC | 0.01% | No change | 1,378 | $219K |
| Midwest Trust Co | 0.00% | Reduce -1.8% | 1,377 | $219K |
| Willner & Heller, LLC | 0.16% | Add +0.1% | 1,334 | $212K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +7.2% | 1,321 | $210K |
| Advisory Alpha, LLC | 0.01% | Add +0.1% | 1,314 | $209K |
| Brighton Jones LLC | 0.00% | New | 1,314 | $209K |
| Wealth Effects LLC | 0.07% | No change | 1,296 | $206K |
| Csenge Advisory Group | 0.01% | New | 1,282 | $204K |
| Lanark Financial, Inc. | 0.01% | No change | 1,205 | $191K |
| Wiser Advisor Group LLC | 0.23% | Reduce -11.3% | 1,179 | $187K |
| Smithfield Trust Co | 0.01% | No change | 1,067 | $169K |
| Bank of Montreal | 0.00% | No change | 950 | $151K |
| Farther Finance Advisors, LLC | 0.00% | No change | 926 | $149K |
| City Holding Co. | 0.02% | No change | 890 | $141K |
| Root Financial Partners, LLC | 0.01% | No change | 830 | $132K |
| Citigroup Inc. | 0.00% | No change | 760 | $121K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -17.8% | 711 | $113K |
| Allworth Financial LP | 0.00% | Reduce -51.3% | 668 | $106K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +8.7% | 639 | $101K |
| Luken Investment Analytics, LLC | 0.03% | No change | 565 | $90K |
| Private Trust Co. NA | 0.01% | Reduce -13.2% | 554 | $88K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +51.1% | 529 | $87K |
| Blair William & Co. | 0.00% | No change | 533 | $85K |
| Costello Asset Management, INC | 0.03% | Add +3.6% | 457 | $73K |
| Assetmark, Inc. | 0.00% | No change | 410 | $65K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 400 | $64K |
| Larson Financial Group LLC | 0.00% | No change | 368 | $58K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 350 | $56K |
| Gill Capital Partners, LLC | 0.02% | New | 339 | $54K |
| JPMorgan Chase & Co. | 0.00% | No change | 342 | $52K |
| Qube Research & Technologies Ltd | 0.00% | New | 286 | $45K |
| Beaird Harris Wealth Management, LLC | 0.00% | No change | 274 | $44K |
| Osbon Capital Management LLC | 0.03% | No change | 261 | $42K |
| International Assets Investment Management, LLC | 0.00% | Reduce -52.4% | 250 | $40K |
| Mather Group, Llc. | 0.00% | New | 243 | $39K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 228 | $36K |
| IFP Advisors, Inc | 0.00% | No change | 200 | $32K |
| Fifth Third Bancorp | 0.00% | New | 199 | $32K |
| Prestige Wealth Management Group LLC | 0.01% | No change | 177 | $28K |
| Manning & Napier Advisors LLC | 0.00% | No change | 175 | $28K |
| Trust Co. of Toledo NA | 0.00% | No change | 167 | $27K |
| NFSG Corp | 0.00% | No change | 150 | $24K |
| Ameriflex Group, Inc. | 0.01% | No change | 150 | $24K |
| CoreCap Advisors, LLC | 0.00% | No change | 114 | $18K |
| 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% | No change | 95 | $15K |
| Rosenberg Matthew Hamilton | 0.00% | No change | 86 | $14K |
| SBI Securities Co., Ltd. | 0.00% | Add +1.4% | 71 | $11K |
| Capital Analysts, LLC | 0.00% | No change | 70 | $11K |
| Kozak & Associates, Inc. | 0.00% | No change | 63 | $11K |
| Vanguard Advisers Inc. | 0.00% | — | 64 | $10K |
| MPWM Advisory Solutions, LLC | 0.00% | New | 50 | $8K |
| TopTier Wealth Management, LLC | 0.00% | New | 32 | $5K |
| SWAN Capital LLC | 0.00% | No change | 27 | $4K |
| Keystone Financial Group, Inc. | 0.00% | Add +9.5% | 23 | $4K |
| Simplex Trading, LLC | 0.00% | New | 17 | $3K |
| Caitlin John, LLC | 0.00% | No change | 12 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 8 | $1K |
| Russell Investments Group, Ltd. | 0.00% | New | 8 | $1K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 6 | $953 |
| Rossby Financial, LCC | 0.00% | No change | 3 | $484 |
| Lloyd Advisory Services, LLC. | 0.00% | New | 2 | $318 |
| Kingdom Financial Group LLC. | 0.00% | No change | 2 | $318 |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 2 | $318 |
"% 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.