FIRST TRUST US EQUITY OPPORT (FPX) Institutional Ownership and Insiders Activity
FIRST TRUST US EQUITY OPPORT (FPX) is widely held by institutional investors, with 227 firms reporting positions valued at approximately $822.20M based on SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is the largest disclosed holder, reporting approximately $146.12M in FPX holdings in its latest filing.
Institutional Holders
227
Total Reported Value
$822.20M
Largest Holder
Morgan Stanley
Largest Position
$146.12M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
39
Funds Exiting Positions
28
Top Institutional Owners
View allInvestorReported Balance
- Morgan Stanley$146.12M
- Lpl Financial Llc$90.73M
- Wells Fargo & Company/Mn$82.10M
- Bank Of America Corp$43.58M
- Raymond James Financial Inc$42.22M
FPX News
All news- Systelligence LLC Portfolio Shifts: Major Buys and Sells in Q2 2026
Jul 16, 2026 · valut.ai