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.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Corient Private Wealth Llc | Buy | +307 | +12.6% | 2,753 | $567.32K | Q2 2026 | Aug 27, 2026 |
| Mercer Global Advisors Inc | Sell | -5 | -0.3% | 1,512 | $311.67K | Q2 2026 | Aug 19, 2026 |
| Equitable Holdings, Inc. | Buy | +1,177 | +8.3% | 15,275 | $3.15M | Q2 2026 | Aug 17, 2026 |
| Ameriprise Financial Inc | Buy | +89,346 | — | 89,346 | $18.55M | Q2 2026 | Aug 14, 2026 |
| Prudential Plc | Buy | +88,200 | — | 88,200 | $18.19M | Q2 2026 | Aug 14, 2026 |
| Wells Fargo & Company/Mn | Buy | +63,234 | +18.9% | 398,208 | $82.10M | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +25,134 | +14.0% | 204,783 | $42.22M | Q2 2026 | Aug 14, 2026 |
| Gts Securities Llc | Buy | +22,933 | — | 22,933 | $4.73M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Sell | -13,682 | -28.6% | 34,126 | $7.04M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +13,428 | — | 13,428 | $2.77M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -9,516 | -8.4% | 103,461 | $21.33M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +9,199 | +10.1% | 100,541 | $20.73M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +7,144 | +3.5% | 211,381 | $43.58M | Q2 2026 | Aug 14, 2026 |
| Advyzon Investment Management, Llc | Buy | +4,201 | — | 4,201 | $866.16K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +2,530 | — | 2,530 | $521.63K | Q2 2026 | Aug 14, 2026 |
| Cresset Asset Management, Llc | Buy | +1,275 | +45.5% | 4,078 | $840.77K | Q2 2026 | Aug 14, 2026 |
| Cofg Advisors, Llc | Buy | +1,108 | — | 1,108 | $228.48K | Q2 2026 | Aug 14, 2026 |
| Iht Wealth Management, Llc | Buy | +938 | +24.3% | 4,796 | $988.81K | Q2 2026 | Aug 14, 2026 |
| Harvest Investment Services, Llc | Buy | +867 | +56.4% | 2,405 | $495.91K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +612 | — | 612 | $126.20K | Q2 2026 | Aug 14, 2026 |
| Insigneo Advisory Services, Llc | Buy | +238 | +8.1% | 3,194 | $658.54K | Q2 2026 | Aug 14, 2026 |
| Vestmark Advisory Solutions, Inc. | Sell | -237 | -12.9% | 1,600 | $329.99K | Q2 2026 | Aug 14, 2026 |
| Western Wealth Management, Llc | Sell | -131 | -0.7% | 18,541 | $3.82M | Q2 2026 | Aug 14, 2026 |
| Larson Financial Group Llc | Buy | +55 | +14.9% | 423 | $87.20K | Q2 2026 | Aug 14, 2026 |
| Medallion Wealth Advisors, Llc | Buy | +43 | — | 43 | $8.87K | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +105,588 | +17.5% | 708,691 | $146.12M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +77,112 | +133.5% | 134,864 | $27.81M | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Buy | +6,813 | +27.7% | 31,443 | $6.48M | Q2 2026 | Aug 13, 2026 |
| Mariner, Llc | Sell | -1,132 | -4.6% | 23,399 | $4.82M | Q2 2026 | Aug 13, 2026 |
| Mission Financial Group, Llc | Buy | +1,029 | — | 1,029 | $212.20K | Q2 2026 | Aug 13, 2026 |
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.