FIRST TRUST US EQUITY OPPORT (FPX) Institutional Shareholders
FIRST TRUST US EQUITY OPPORT (FPX) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $606.21M in FPX holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of FPX tracked by InsiderSet, reporting ownership valued at approximately $95.78M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $111.69M, representing an estimated gain of +16.62% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed FPX value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Lpl Financial Llc, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in FIRST TRUST US EQUITY OPPORT (FPX).
This page ranks the largest institutional FPX shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
223
Total Reported Value
$606.21M
Largest Holder
Morgan Stanley
Largest Position
$95.78M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
121
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 603,103 | $95,778,993 | $111,694,676 | +$15,915,683 | +16.62% | |
| Lpl Financial Llc | 0.02% | 423,848 | $67,311,360 | $78,496,650 | +$11,185,290 | +16.62% | |
| Wells Fargo & Company/Mn | 0.01% | 334,974 | $53,197,243 | $62,037,185 | +$8,839,942 | +16.62% | |
| Bank Of America Corp | 0.00% | 204,237 | $32,434,920 | $37,824,692 | +$5,389,772 | +16.62% | |
| Raymond James Financial Inc | 0.01% | 179,649 | $28,530,119 | $33,270,995 | +$4,740,876 | +16.62% | |
| Systelligence, Llc | 3.54% | 102,704 | $21,175,511 | $19,020,781 | -$2,154,730 | -10.18% | |
| Royal Bank Of Canada | 0.00% | 112,977 | $17,941,000 | $20,923,340 | +$2,982,340 | +16.62% | |
| Commonwealth Equity Services, Llc | 0.02% | 80,903 | $16,680,638 | $14,983,236 | -$1,697,402 | -10.18% | |
| Osaic Holdings, Inc. | 0.02% | 91,342 | $14,507,235 | $16,916,538 | +$2,409,303 | +16.61% | |
| Cetera Investment Advisers | 0.01% | 86,687 | $13,766,821 | $16,054,432 | +$2,287,611 | +16.62% | |
| Cassia Capital Partners, Llc | 5.86% | 58,652 | $12,080,754 | $10,862,350 | -$1,218,404 | -10.09% | |
| Ocean Park Asset Management, Llc | 0.50% | 50,325 | $10,376,009 | $9,320,190 | -$1,055,819 | -10.18% | |
| Envestnet Asset Management Inc | 0.00% | 49,825 | $10,272,971 | $9,227,590 | -$1,045,381 | -10.18% | |
| Ubs Group Ag | 0.00% | 57,752 | $9,171,595 | $10,695,670 | +$1,524,075 | +16.62% | |
| Ameriprise Financial Inc | 0.00% | 52,603 | $8,352,933 | $9,742,076 | +$1,389,143 | +16.63% | |
| Truist Financial Corp | 0.01% | 37,257 | $7,681,689 | $6,899,996 | -$781,693 | -10.18% | |
| Susquehanna International Group, Llp | 0.01% | 47,808 | $7,592,388 | $8,854,042 | +$1,261,654 | +16.62% | |
| Ethos Financial Group, Llc | 0.53% | 45,500 | $7,225,855 | $8,426,600 | +$1,200,745 | +16.62% | |
| D.A. Davidson & Co. | 0.04% | 32,114 | $6,621,407 | $5,947,513 | -$673,894 | -10.18% | |
| Proactive Wealth Strategies Llc | 1.21% | 40,613 | $6,450,126 | $7,521,528 | +$1,071,402 | +16.61% | |
| Oneascent Financial Services Llc | 0.31% | 35,894 | $5,700,326 | $6,647,569 | +$947,243 | +16.62% | |
| Twin Peaks Wealth Advisors, Llc | 1.40% | 35,067 | $5,569,045 | $6,494,408 | +$925,363 | +16.62% | |
| Harbour Investments, Inc. | 0.08% | 34,648 | $5,502,596 | $6,416,810 | +$914,214 | +16.61% | |
| Worthington Financial Partners, Llc | 4.08% | 23,924 | $4,932,678 | $4,430,725 | -$501,953 | -10.18% | |
| Kestra Advisory Services, Llc | 0.01% | 20,676 | $4,262,974 | $3,829,195 | -$433,779 | -10.18% | |
| Hightower Advisors, Llc | 0.00% | 25,124 | $3,989,507 | $4,652,965 | +$663,458 | +16.63% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 24,630 | $3,911,532 | $4,561,476 | +$649,944 | +16.62% | |
| Mariner, Llc | 0.00% | 24,531 | $3,895,707 | $4,543,141 | +$647,434 | +16.62% | |
| Private Advisor Group, Llc | 0.02% | 18,625 | $3,840,104 | $3,449,350 | -$390,754 | -10.18% | |
| Atria Investments, Inc | 0.04% | 18,214 | $3,755,350 | $3,373,233 | -$382,117 | -10.18% | |
| Golden State Wealth Management, Llc | 0.34% | 17,916 | $3,693,927 | $3,318,043 | -$375,884 | -10.18% | |
| Onyx Bridge Wealth Group Llc | 0.30% | 16,208 | $3,341,775 | $3,001,722 | -$340,053 | -10.18% | |
| Ntv Asset Management Llc | 0.36% | 20,648 | $3,279,120 | $3,824,010 | +$544,890 | +16.62% | |
| Mosley Wealth Management | 0.99% | 15,062 | $3,105,532 | $2,789,482 | -$316,050 | -10.18% | |
| Chicago Partners Investment Group Llc | 0.06% | 16,118 | $3,020,835 | $2,985,054 | -$35,781 | -1.18% | |
| Western Wealth Management, Llc | 0.11% | 18,672 | $2,965,378 | $3,458,054 | +$492,676 | +16.61% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 14,890 | $2,914,072 | $2,757,628 | -$156,444 | -5.37% | |
| Citadel Advisors Llc | 0.00% | 17,066 | $2,710,251 | $3,160,623 | +$450,372 | +16.62% | |
| Stratos Wealth Partners, Ltd. | 0.03% | 16,738 | $2,658,219 | $3,099,878 | +$441,659 | +16.61% | |
| Calton & Associates, Inc. | 0.35% | 15,383 | $2,443,020 | $2,848,932 | +$405,912 | +16.62% | |
| Equitable Holdings, Inc. | 0.01% | 14,098 | $2,306,292 | $2,610,950 | +$304,658 | +13.21% | |
| Signature Estate & Investment Advisors Llc | 0.04% | 10,397 | $2,143,559 | $1,925,524 | -$218,035 | -10.17% | |
| Two Sigma Investments, Lp | 0.00% | 13,270 | $2,107,409 | $2,457,604 | +$350,195 | +16.62% | |
| Impact Partnership Wealth, Llc | 0.19% | 9,626 | $1,984,780 | $1,782,735 | -$202,045 | -10.18% | |
| Spectrum Wealth Advisory Group, Llc | 0.67% | 11,372 | $1,805,995 | $2,106,094 | +$300,099 | +16.62% | |
| Goldman Sachs Group Inc | 0.00% | 11,357 | $1,803,605 | $2,103,316 | +$299,711 | +16.62% | |
| Win Advisors, Inc | 0.63% | 8,552 | $1,763,263 | $1,583,830 | -$179,433 | -10.18% | |
| Cascade Investment Advisors, Inc. | 0.96% | 8,552 | $1,763,251 | $1,583,830 | -$179,421 | -10.18% | |
| Pcg Wealth Advisors, Llc | 0.37% | 8,034 | $1,656,377 | $1,487,897 | -$168,480 | -10.17% | |
| Triumph Capital Management | 0.27% | 7,321 | $1,509,444 | $1,355,849 | -$153,595 | -10.18% |
Frequently asked questions about FPX
Who owns the most FPX stock?
The largest holders of FPX are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST US EQUITY OPPORT (FPX).
Is FPX widely held by superinvestors?
Many widely followed stocks like FPX appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FPX is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.