FIRST TRUST US EQUITY OPPORT FPX
$195.20
-3.0% 52w: $138.10 – $206.18
Latest 13F among current holders filed 17 days ago (Jun 18, 2026)
Price — last 12 months
research preview data138.10172.14206.18
Jun 20, 2025 Jul 2, 2026
Institutional holders
210
+7 QoQ
13F value
$584.4M
-1.8% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
4.0×
$262K calls / $65K puts
Institutional value by quarter
Number of holders
Who owns FPX?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | Bank broker | 603.1K | $95.8M | 0.0% | -8.3% |
| LPL Financial LLC | Bank broker | 423.8K | $67.3M | 0.0% | -8.4% |
| WELLS FARGO & COMPANY/MN | Bank broker | 335.0K | $53.2M | 0.0% | -1.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 204.2K | $32.4M | 0.0% | +43.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 179.6K | $28.5M | 0.0% | -5.2% |
| ROYAL BANK OF CANADA | Bank broker | 113.0K | $17.9M | 0.0% | +57.7% |
| Systelligence, LLC | Wealth advisor | 101.9K | $16.2M | 3.1% | -7.7% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 91.3K | $14.5M | 0.0% | -8.3% |
| Cetera Investment Advisers | Wealth advisor | 86.7K | $13.8M | 0.0% | +3.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 83.4K | $13.2M | 0.0% | -6.3% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 62.8K | $10.0M | 0.0% | +1.4% |
| Cassia Capital Partners, LLC | Wealth advisor | 58.8K | $9.3M | 4.8% | +4.2% |
| UBS Group AG | Bank broker | 57.8K | $9.2M | 0.0% | +12.3% |
| AMERIPRISE FINANCIAL INC | Bank broker | 52.6K | $8.4M | 0.0% | +18.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 52.4K | $8.3M | 0.0% | +9.0% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 47.8K | $7.6M | 0.0% | +53.4% |
| Janney Montgomery Scott LLC | Diversified mechanical | 47.1K | $7.5M | 0.0% | -1.4% |
| Ethos Financial Group, LLC | Wealth advisor | 45.5K | $7.2M | 0.5% | New |
| TRUIST FINANCIAL CORP | Diversified mechanical | 40.8K | $6.5M | 0.0% | +26.6% |
| Proactive Wealth Strategies LLC | Wealth advisor | 40.6K | $6.5M | 1.2% | +99.7% |
| OneAscent Financial Services LLC | Wealth advisor | 35.9K | $5.7M | 0.3% | -0.6% |
| TWIN PEAKS WEALTH ADVISORS, LLC | Wealth advisor | 35.1K | $5.6M | 1.4% | +0.7% |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 34.6K | $5.5M | 0.1% | +17.1% |
| D.A. DAVIDSON & CO. | Wealth advisor | 30.2K | $4.8M | 0.0% | +6.9% |
| NewEdge Advisors, LLC | Diversified mechanical | 27.0K | $4.3M | 0.0% | -18.3% |
| HighTower Advisors, LLC | Diversified mechanical | 25.1K | $4.0M | 0.0% | +0.9% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 24.6K | $3.9M | 0.0% | +105.3% |
| Mariner, LLC | Diversified mechanical | 24.5K | $3.9M | 0.0% | +46.2% |
| Worthington Financial Partners, LLC | Other | 23.6K | $3.8M | 3.2% | -6.5% |
| Kestra Advisory Services, LLC | Wealth advisor | 21.4K | $3.4M | 0.0% | +24.2% |
| NTV Asset Management LLC | Wealth advisor | 20.6K | $3.3M | 0.4% | -9.6% |
| Private Advisor Group, LLC | Wealth advisor | 19.6K | $3.1M | 0.0% | +1.4% |
| Western Wealth Management, LLC | Wealth advisor | 18.7K | $3.0M | 0.1% | -0.2% |
| Atria Investments, Inc | Wealth advisor | 18.0K | $2.9M | 0.0% | +66.3% |
| Golden State Wealth Management, LLC | Wealth advisor | 18.0K | $2.9M | 0.3% | -2.4% |
| Chicago Partners Investment Group LLC | Wealth advisor | 15.8K | $2.8M | 0.1% | -23.2% |
| CITADEL ADVISORS LLC | Multistrat pod | 17.1K | $2.7M | 0.0% | New |
| Gateway Wealth Partners, LLC | Wealth advisor | 16.8K | $2.7M | 0.1% | +117.8% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 16.7K | $2.7M | 0.0% | +2.9% |
| Onyx Bridge Wealth Group LLC | Wealth advisor | 16.3K | $2.6M | 0.3% | 0.0% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 15.4K | $2.5M | 0.0% | -34.3% |
| CALTON & ASSOCIATES, INC. | Wealth advisor | 15.4K | $2.4M | 0.4% | +2.3% |
| Equitable Holdings, Inc. | Wealth advisor | 14.1K | $2.3M | 0.0% | +2.7% |
| Impact Partnership Wealth, LLC | Wealth advisor | 13.6K | $2.2M | 0.3% | +40.5% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 13.3K | $2.1M | 0.0% | New |
| Spectrum Wealth Advisory Group, LLC | Wealth advisor | 11.4K | $1.8M | 0.7% | -2.2% |
| GOLDMAN SACHS GROUP INC | Bank broker | 11.4K | $1.8M | 0.0% | -20.6% |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | Wealth advisor | 11.1K | $1.8M | 0.0% | -2.1% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 9.1K | $1.4M | 0.0% | -0.5% |
| Pacific Sun Financial Corp | Wealth advisor | 8.2K | $1.3M | 0.6% | +6.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.