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First Trust US Equity Opport (FPX)

CUSIP: 336920103 | NYSE | 673 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Cambridge Investment Research Advisors, Inc.84,438
0.1% of portfolio›$15.0M
Adamsbrown Wealth Consultants LLC78,549
2.6% of portfolio›$14.0M
Cassia Capital Partners, LLC59,078
5.1% of portfolio›$10.5M
Commonwealth Equity Services, LLC51,561
0.0% of portfolio›$9.2M
Truist Financial Corp36,328
0.0% of portfolio›$6.5M
D.A. Davidson & Co.33,401
0.0% of portfolio›$6.0M
Worthington Financial Partners, LLC23,859
3.6% of portfolio›$4.3M
Kestra Advisory Services, LLC21,551
0.0% of portfolio›$3.8M
NTV Asset Management LLC19,940
0.3% of portfolio›$3.6M
Atria Investments, Inc17,876
0.0% of portfolio›$3.2M
Golden State Wealth Management, LLC17,350
0.3% of portfolio›$3.1M
Chicago Partners Investment Group LLC16,875
0.1% of portfolio›$2.9M
Onyx Bridge Wealth Group LLC16,116
0.3% of portfolio›$2.9M
Mosley Wealth Management15,983
0.8% of portfolio›$2.8M
Wealth Enhancement Advisory Services, LLC14,174
0.0% of portfolio›$2.5M
Spectrum Wealth Advisory Group, LLC11,180
0.6% of portfolio›$2.0M
Signature Estate & Investment Advisors LLC10,225
0.0% of portfolio›$1.8M
Cascade Investment Advisors, Inc.8,615
0.9% of portfolio›$1.5M
Triumph Capital Management7,787
0.2% of portfolio›$1.4M
Sigma Planning Corp7,252
0.0% of portfolio›$1.3M
Creative Planning7,062
0.0% of portfolio›$1.3M
Comprehensive Financial Planning, Inc.7,001
0.7% of portfolio›$1.2M
Wedbush Securities Inc6,996
0.1% of portfolio›$1.2M
Patten Group, Inc.6,909
0.2% of portfolio›$1.2M
Concurrent Investment Advisors, LLC6,108
0.0% of portfolio›$1.1M
PFG Advisors5,926
0.1% of portfolio›$1.1M
RDA Financial Network4,992
0.2% of portfolio›$889.5K
VestGen Advisors, LLC4,594
0.0% of portfolio›$818.6K
Prospera Financial Services Inc4,524
0.0% of portfolio›$766.4K
Kraft, Davis & Associates, LLC4,269
0.2% of portfolio›$733.0K
Cornerstone Wealth Management, LLC4,088
0.0% of portfolio›$728.4K
Morey & Quinn Wealth Partners, LLC4,072
0.5% of portfolio›$725.6K
Krilogy Financial LLC3,967
0.0% of portfolio›$707.9K
Investors Research Corp3,954
0.1% of portfolio›$704.5K
Boyce & Associates Wealth Consulting, Inc.3,689
0.4% of portfolio›$657.3K
Rubicon Advisors, GP3,522
0.4% of portfolio›$627.6K
Vise Technologies, Inc.3,312
0.0% of portfolio›$590.2K
Atlas Private Wealth Advisors3,079
0.1% of portfolio›$548.6K
Oppenheimer & Co Inc3,065
0.0% of portfolio›$546.1K
Tcfg Investment Advisors, LLC3,012
0.2% of portfolio›$536.7K
J. Derek Lewis & Associates Inc.2,937
0.1% of portfolio›$523.5K
RFG Advisory, LLC2,896
0.0% of portfolio›$516.1K
Integrity Alliance, Llc.2,883
0.0% of portfolio›$513.7K
Eclectic Associates Inc2,864
0.1% of portfolio›$510.4K
Flagstar Securities, Inc2,775
0.1% of portfolio›$494.5K
Accredited Investors Inc.2,649
0.0% of portfolio›$472.0K
Cottonwood Capital Advisors, LLC2,366
0.3% of portfolio›$421.6K
IFP Advisors, Inc2,314
0.0% of portfolio›$412.3K
Intrua Financial, LLC2,290
0.0% of portfolio›$408.0K
Apollon Wealth Management, LLC2,250
0.0% of portfolio›$400.9K
Avidian Wealth Enterprises, LLC2,145
0.0% of portfolio›$382.2K
Purus Wealth Management, LLC2,023
0.1% of portfolio›$360.5K
October Effect Ltd1,972
0.4% of portfolio›$351.4K
Integris Wealth Management, LLC1,772
0.1% of portfolio›$315.7K
Csenge Advisory Group1,694
0.0% of portfolio›$301.8K
B. Riley Wealth Advisors, Inc.1,680
0.0% of portfolio›$299.3K
tru Independence LLC1,594
0.1% of portfolio›$284.0K
Family Capital Management, Inc.1,588
0.1% of portfolio›$283.0K
First Heartland Consultants, Inc.1,582
0.0% of portfolio›$281.9K
Dynamic Advisor Solutions LLC1,513
0.0% of portfolio›$269.5K
Cannon Advisors, Inc.1,509
0.2% of portfolio›$267.6K
Brighton Jones LLC1,379
0.0% of portfolio›$245.7K
Midwest Trust Co1,377
0.0% of portfolio›$245.4K
Willner & Heller, LLC1,344
0.2% of portfolio›$239.4K
Private Trust Co NA1,328
0.0% of portfolio›$236.6K
Puff Wealth Management, LLC1,327
0.2% of portfolio›$236.4K
Wealth Effects LLC1,296
0.1% of portfolio›$230.9K
Capital Investment Advisory Services, LLC1,260
0.0% of portfolio›$224.5K
City Holding Co1,250
0.0% of portfolio›$222.7K
Prime Capital Investment Advisors, LLC1,234
0.0% of portfolio›$219.9K
Elm3 Financial Group, LLC1,207
0.1% of portfolio›$215.0K
Lanark Financial, Inc.1,206
0.0% of portfolio›$214.8K
Burke & Herbert Bank & Trust Co1,200
0.1% of portfolio›$213.8K
LFG Wealth Partners, LLC1,200
0.1% of portfolio›$213.8K
Appleton Partners Inc1,175
0.0% of portfolio›$209.0K
Quantum Financial Partners LLC1,143
0.1% of portfolio›$203.7K
Richmond Investment Services, LLC1,140
0.1% of portfolio›$203.1K
Independent Financial Group, LLC1,133
0.0% of portfolio›$201.9K
Farther Finance Advisors, LLC1,017
0.0% of portfolio›$181.2K
Root Financial Partners, LLC830
0.0% of portfolio›$147.9K
Spire Wealth Management638
0.0% of portfolio›$113.7K
Assetmark, Inc590
0.0% of portfolio›$105.1K
Pathway Financial Advisers, LLC473
0.0% of portfolio›$84.3K
Costello Asset Management, Inc457
0.0% of portfolio›$81.4K
Mather Group, Llc.243
0.0% of portfolio›$43.3K
Hazlett, Burt & Watson, Inc.228
0.0% of portfolio›$12.0K
North Star Investment Management Corp.200
0.0% of portfolio›$35.6K
Nfsg Corp150
0.0% of portfolio›$26.7K
CoreCap Advisors, LLC114
0.0% of portfolio›$20.3K
Lloyd Advisory Services, Llc.107
0.0% of portfolio›$19.1K
Gamma Investing LLC100
0.0% of portfolio›$17.8K
Indiana Trust & Investment Management Co99
0.0% of portfolio›$17.6K
Rosenberg Matthew Hamilton86
0.0% of portfolio›$15.3K
Quest 10 Wealth Builders, Inc.86
0.0% of portfolio›$15.3K
SBI Securities Co., Ltd.69
0.0% of portfolio›$12.3K
Trust Co of Toledo NA64
0.0% of portfolio›$11.4K
Kozak & Associates, Inc.62
0.0% of portfolio›$10.8K
Wolff Wiese Magana LLC8
0.0% of portfolio›$1.4K
GK Wealth Management LLC6
0.0% of portfolio›$1.1K
Dhjj Financial Advisors, Ltd.6
0.0% of portfolio›$1.1K
Kingdom Financial Group Llc.2
0.0% of portfolio›$356
Citigroup Inc1
0.0% of portfolio›$178
Networth Advisors, LLC0
0.0% of portfolio›$12
StyleTurnoverLocationFiled
Cambridge Investment Research Advisors, Inc.
84,438$15.0M0.1%ETFLowFairfield, IA2026-11-02
Adamsbrown Wealth Consultants LLC
78,549$14.0M2.6%ETFLowWichita, KS2026-10-20
Cassia Capital Partners, LLC
59,078$10.5M5.1%ETFLowWinston Salem, NC2026-11-04
Commonwealth Equity Services, LLC
51,561$9.2M0.0%ETFLowWaltham, MA2026-11-02
Truist Financial Corp
36,328$6.5M0.0%CoreLowCharlotte, NC2026-10-30
D.A. Davidson & Co.
33,401$6.0M0.0%CoreLowGreat Falls, MT2026-10-28
Worthington Financial Partners, LLC
23,859$4.3M3.6%GrowthLowWorthington, OH2026-10-13
Kestra Advisory Services, LLC
21,551$3.8M0.0%CoreLowAustin, TX2026-11-02
NTV Asset Management LLC
19,940$3.6M0.3%GrowthLowCharleston, WV2026-10-23
Atria Investments, Inc
17,876$3.2M0.0%CoreMediumCharlotte, NC2026-10-15
Golden State Wealth Management, LLC
17,350$3.1M0.3%ETFMediumSanta Ana, CA2026-11-02
Chicago Partners Investment Group LLC
16,875$2.9M0.1%GARPLowChicago, IL2026-10-27
Onyx Bridge Wealth Group LLC
16,116$2.9M0.3%ETFMediumTarrytown, NY2026-10-16
Mosley Wealth Management
15,983$2.8M0.8%ETFHighAnaheim, CA2026-10-16
Wealth Enhancement Advisory Services, LLC
14,174$2.5M0.0%CoreLowPlymouth, MN2026-10-13
Spectrum Wealth Advisory Group, LLC
11,180$2.0M0.6%ETFMediumGranite Bay, CA2026-10-29
Signature Estate & Investment Advisors LLC
10,225$1.8M0.0%ETFMediumLos Angeles, CA2026-10-13
Cascade Investment Advisors, Inc.
8,615$1.5M0.9%ValueLowOregon City, OR2026-11-02
Triumph Capital Management
7,787$1.4M0.2%ETFMediumDenver, CO2026-10-14
Sigma Planning Corp
7,252$1.3M0.0%GrowthMediumAnn Arbor, MI2026-10-23
Creative Planning
7,062$1.3M0.0%IndexVery LowOverland Park, KS2026-11-02
Comprehensive Financial Planning, Inc.
7,001$1.2M0.7%Agg GrowthLowEast Petersburg, PA2026-10-27
Wedbush Securities Inc
6,996$1.2M0.1%CoreLowPasadena, CA2026-10-22
Patten Group, Inc.
6,909$1.2M0.2%CoreLowChattanooga, TN2026-10-26
Concurrent Investment Advisors, LLC
6,108$1.1M0.0%GrowthMediumTampa, FL2026-10-16
PFG Advisors
5,926$1.1M0.1%ETFMediumPhoenix, AZ2026-10-16
RDA Financial Network
4,992$889.5K0.2%GrowthMediumAkron, IA2026-10-15
VestGen Advisors, LLC
4,594$818.6K0.0%GrowthMediumChicago, IL2026-10-27
Prospera Financial Services Inc
4,524$766.4K0.0%CoreMediumDallas, TX2026-11-04
Kraft, Davis & Associates, LLC
4,269$733.0K0.2%ETFMediumSt. Louis, MO2026-10-21
Cornerstone Wealth Management, LLC
4,088$728.4K0.0%ETFVery LowSt. Peters, MO2026-11-04
Morey & Quinn Wealth Partners, LLC
4,072$725.6K0.5%CoreVery LowOmaha, NE2026-10-28
Krilogy Financial LLC
3,967$707.9K0.0%GrowthLowSt. Louis, MO2026-10-13
Investors Research Corp
3,954$704.5K0.1%ETFLowAtlanta, GA2026-10-07
Boyce & Associates Wealth Consulting, Inc.
3,689$657.3K0.4%ETFMediumCedar Park, TX2026-10-14
Rubicon Advisors, GP
3,522$627.6K0.4%GrowthMediumRedding, CA2026-10-23
Vise Technologies, Inc.
3,312$590.2K0.0%IndexLowNew York, NY2026-10-29
Atlas Private Wealth Advisors
3,079$548.6K0.1%ETFLowRed Bank, NJ2026-10-23
Oppenheimer & Co Inc
3,065$546.1K0.0%CoreLowNew York, NY2026-10-26
Tcfg Investment Advisors, LLC
3,012$536.7K0.2%GrowthMediumLaguna Niguel, CA2026-10-20
J. Derek Lewis & Associates Inc.
2,937$523.5K0.1%ETFLowNewport Beach, CA2026-11-03
RFG Advisory, LLC
2,896$516.1K0.0%ETFMediumBirmingham, AL2026-11-03
Integrity Alliance, Llc.
2,883$513.7K0.0%ETFMediumUrbandale, IA2026-10-29
Eclectic Associates Inc
2,864$510.4K0.1%ETFVery LowFullerton, CA2026-10-09
Flagstar Securities, Inc
2,775$494.5K0.1%ETFVery LowNew York, NY2026-10-15
Accredited Investors Inc.
2,649$472.0K0.0%ETFLowEdina, MN2026-11-03
Cottonwood Capital Advisors, LLC
2,366$421.6K0.3%ETFVery LowSalt Lake City, UT2026-10-20
IFP Advisors, Inc
2,314$412.3K0.0%GrowthLowTampa, FL2026-10-16
Intrua Financial, LLC
2,290$408.0K0.0%ETFMediumHouston, TX2026-10-28
Apollon Wealth Management, LLC
2,250$400.9K0.0%GrowthLowMount Pleasant, SC2026-10-23
Avidian Wealth Enterprises, LLC
2,145$382.2K0.0%ETFLowHouston, TX2026-10-08
Purus Wealth Management, LLC
2,023$360.5K0.1%Agg GrowthVery LowNewport Beach, CA2026-10-15
October Effect Ltd
1,972$351.4K0.4%GrowthHighVirginia Beach, VA2026-10-20
Integris Wealth Management, LLC
1,772$315.7K0.1%ETFVery LowMonterey, CA2026-10-14
Csenge Advisory Group
1,694$301.8K0.0%ETFMediumClearwater, FL2026-11-04
B. Riley Wealth Advisors, Inc.
1,680$299.3K0.0%GrowthLowMemphis, TN2026-10-13
tru Independence LLC
1,594$284.0K0.1%ETFLowPortland, OR2026-10-20
Family Capital Management, Inc.
1,588$283.0K0.1%ETFLowGrand Rapids, MI2026-11-03
First Heartland Consultants, Inc.
1,582$281.9K0.0%ETFMediumLake St. Louis, MO2026-10-08
Dynamic Advisor Solutions LLC
1,513$269.5K0.0%ETFLowPhoenix, AZ2026-10-13
Cannon Advisors, Inc.
1,509$267.6K0.2%GrowthHighCharlotte, NC2026-10-14
Brighton Jones LLC
1,379$245.7K0.0%CoreVery LowSeattle, WA2026-11-03
Midwest Trust Co
1,377$245.4K0.0%CoreLowOverland Park, KS2026-10-22
Willner & Heller, LLC
1,344$239.4K0.2%GrowthLowEncino, CA2026-10-28
Private Trust Co NA
1,328$236.6K0.0%CoreLowCleveland, OH2026-10-20
Puff Wealth Management, LLC
1,327$236.4K0.2%ETFLowHaddonfield, NJ2026-10-07
Wealth Effects LLC
1,296$230.9K0.1%GrowthLowBoston, MA2026-10-23
Capital Investment Advisory Services, LLC
1,260$224.5K0.0%CoreMediumRaleigh, NC2026-10-30
City Holding Co
1,250$222.7K0.0%CoreLowCharleston, WV2026-10-19
Prime Capital Investment Advisors, LLC
1,234$219.9K0.0%ETFLowOverland Park, KS2026-10-20
Elm3 Financial Group, LLC
1,207$215.0K0.1%GrowthMediumAlpharetta, GA2026-10-07
Lanark Financial, Inc.
1,206$214.8K0.0%CoreMediumBirmingham, AL2026-10-26
Burke & Herbert Bank & Trust Co
1,200$213.8K0.1%CoreVery LowAlexandria, VA2026-11-02
LFG Wealth Partners, LLC
1,200$213.8K0.1%CoreMediumElizabethtown, KY2026-10-28
Appleton Partners Inc
1,175$209.0K0.0%GrowthLowBoston, MA2026-10-30
Quantum Financial Partners LLC
1,143$203.7K0.1%ETFN/AOverland Park, KS2026-10-19
Richmond Investment Services, LLC
1,140$203.1K0.1%ETFLowMequon, WI2026-10-29
Independent Financial Group, LLC
1,133$201.9K0.0%GrowthLowSan Diego, CA2026-10-13
Farther Finance Advisors, LLC
1,017$181.2K0.0%IndexLowSan Francisco, CA2026-10-08
Root Financial Partners, LLC
830$147.9K0.0%ETFMediumEncinitas, CA2026-10-21
Spire Wealth Management
638$113.7K0.0%GrowthMediumMclean, VA2026-10-30
Assetmark, Inc
590$105.1K0.0%ETFLowConcord, CA2026-10-21
Pathway Financial Advisers, LLC
473$84.3K0.0%CoreLowAuburn, IN2026-10-27
Costello Asset Management, Inc
457$81.4K0.0%CoreLowFeasterville, PA2026-10-30
Mather Group, Llc.
243$43.3K0.0%ETFMediumChicago, IL2026-10-14
Hazlett, Burt & Watson, Inc.
228$12.0K0.0%CoreVery LowWheeling, WV2026-11-04
North Star Investment Management Corp.
200$35.6K0.0%CoreLowChicago, IL2026-10-27
Nfsg Corp
150$26.7K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
CoreCap Advisors, LLC
114$20.3K0.0%ETFMediumSouthfield, MI2026-10-08
Lloyd Advisory Services, Llc.
107$19.1K0.0%ETFVery HighSuwanee, GA2026-11-02
Gamma Investing LLC
100$17.8K0.0%IndexVery LowFoster City, CA2026-10-08
Indiana Trust & Investment Management Co
99$17.6K0.0%GrowthLowMishawaka, IN2026-10-22
Rosenberg Matthew Hamilton
86$15.3K0.0%ETFVery LowGrand Junction, CO2026-10-05
Quest 10 Wealth Builders, Inc.
86$15.3K0.0%ETFLowFuquay-Varina, VA2026-11-02
SBI Securities Co., Ltd.
69$12.3K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Trust Co of Toledo NA
64$11.4K0.0%GrowthVery LowHolland, OH2026-10-16
Kozak & Associates, Inc.
62$10.8K0.0%ETFLowHighlands Ranch, CO2026-10-29
Wolff Wiese Magana LLC
8$1.4K0.0%GrowthLowCarslbad, CA2026-10-15
GK Wealth Management LLC
6$1.1K0.0%GARPVery HighReno, NV2026-10-09
Dhjj Financial Advisors, Ltd.
6$1.1K0.0%ETFVery LowNaperville, IL2026-10-23
Kingdom Financial Group Llc.
2$3560.0%ETFMediumPeoria, AZ2026-11-04
Citigroup Inc
1$1780.0%CoreMediumNew York, NY2026-11-04
Networth Advisors, LLC
0$120.0%ETFMediumCanonsburg, PA2026-11-03