FIRST TRUST US EQUITY OPPORT (FPX) Institutional Ownership Changes & 13F Activity

FIRST TRUST US EQUITY OPPORT (FPX). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, Ameriprise Financial Inc, Prudential Plc, Ubs Group Ag, and Wells Fargo & Company/Mn.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Corient Private Wealth LlcBuy+307+12.6%2,753$567.32KQ2 2026Aug 27, 2026
Mercer Global Advisors IncSell-5-0.3%1,512$311.67KQ2 2026Aug 19, 2026
Equitable Holdings, Inc.Buy+1,177+8.3%15,275$3.15MQ2 2026Aug 17, 2026
Ameriprise Financial IncBuy+89,34689,346$18.55MQ2 2026Aug 14, 2026
Prudential PlcBuy+88,20088,200$18.19MQ2 2026Aug 14, 2026
Wells Fargo & Company/MnBuy+63,234+18.9%398,208$82.10MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+25,134+14.0%204,783$42.22MQ2 2026Aug 14, 2026
Gts Securities LlcBuy+22,93322,933$4.73MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpSell-13,682-28.6%34,126$7.04MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+13,42813,428$2.77MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-9,516-8.4%103,461$21.33MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+9,199+10.1%100,541$20.73MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+7,144+3.5%211,381$43.58MQ2 2026Aug 14, 2026
Advyzon Investment Management, LlcBuy+4,2014,201$866.16KQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+2,5302,530$521.63KQ2 2026Aug 14, 2026
Cresset Asset Management, LlcBuy+1,275+45.5%4,078$840.77KQ2 2026Aug 14, 2026
Cofg Advisors, LlcBuy+1,1081,108$228.48KQ2 2026Aug 14, 2026
Iht Wealth Management, LlcBuy+938+24.3%4,796$988.81KQ2 2026Aug 14, 2026
Harvest Investment Services, LlcBuy+867+56.4%2,405$495.91KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+612612$126.20KQ2 2026Aug 14, 2026
Insigneo Advisory Services, LlcBuy+238+8.1%3,194$658.54KQ2 2026Aug 14, 2026
Vestmark Advisory Solutions, Inc.Sell-237-12.9%1,600$329.99KQ2 2026Aug 14, 2026
Western Wealth Management, LlcSell-131-0.7%18,541$3.82MQ2 2026Aug 14, 2026
Larson Financial Group LlcBuy+55+14.9%423$87.20KQ2 2026Aug 14, 2026
Medallion Wealth Advisors, LlcBuy+4343$8.87KQ2 2026Aug 14, 2026
Morgan StanleyBuy+105,588+17.5%708,691$146.12MQ2 2026Aug 13, 2026
Ubs Group AgBuy+77,112+133.5%134,864$27.81MQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcBuy+6,813+27.7%31,443$6.48MQ2 2026Aug 13, 2026
Mariner, LlcSell-1,132-4.6%23,399$4.82MQ2 2026Aug 13, 2026
Mission Financial Group, LlcBuy+1,0291,029$212.20KQ2 2026Aug 13, 2026
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Frequently asked questions about FPX activity

  • Which institutional owners are buying FPX?

    Institutional owners buying FPX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in FPX activity?

    "Buy" means an investor increased their reported position in FPX compared to the prior reporting period. This reflects growing exposure to FIRST TRUST US EQUITY OPPORT (FPX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in FPX increasing?

    Institutional interest in FPX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.