FPX Institutional Ownership & Shareholders
FIRST TRUST US EQUITY OPPORT (FPX) is currently held by 225 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $805.61M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of FPX tracked by InsiderSet, reporting ownership valued at approximately $146.12M in its June 30, 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 $118.56M, representing an estimated loss of -18.86% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 64% 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
225
Total Reported Value
$805.61M
Largest Holder
Morgan Stanley
Largest Position
$146.12M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
58
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 708,691 | $146,118,067 | $118,556,917 | -$27,561,150 | -18.86% | |
| Lpl Financial Llc | 0.02% | 440,053 | $90,730,189 | $73,616,466 | -$17,113,723 | -18.86% | |
| Wells Fargo & Company/Mn | 0.01% | 398,208 | $82,102,447 | $66,616,216 | -$15,486,231 | -18.86% | |
| Bank Of America Corp | 0.00% | 211,381 | $43,582,596 | $35,361,927 | -$8,220,669 | -18.86% | |
| Raymond James Financial Inc | 0.01% | 204,783 | $42,222,119 | $34,258,148 | -$7,963,971 | -18.86% | |
| Ubs Group Ag | 0.00% | 134,864 | $27,806,260 | $22,561,399 | -$5,244,861 | -18.86% | |
| Royal Bank Of Canada | 0.00% | 103,461 | $21,332,000 | $17,307,991 | -$4,024,009 | -18.86% | |
| Systelligence, Llc | 3.54% | 102,704 | $21,175,511 | $17,181,352 | -$3,994,159 | -18.86% | |
| Osaic Holdings, Inc. | 0.02% | 100,541 | $20,731,423 | $16,819,504 | -$3,911,919 | -18.87% | |
| Cetera Investment Advisers | 0.02% | 90,351 | $18,628,582 | $15,114,819 | -$3,513,763 | -18.86% | |
| Ameriprise Financial Inc | 0.00% | 89,346 | $18,554,598 | $14,946,692 | -$3,607,906 | -19.44% | |
| Prudential Plc | 0.10% | 88,200 | $18,185,076 | $14,754,978 | -$3,430,098 | -18.86% | |
| Adamsbrown Wealth Consultants Llc | 2.55% | 78,549 | $13,995,949 | $13,140,462 | -$855,487 | -6.11% | |
| Cassia Capital Partners, Llc | 5.86% | 58,652 | $12,080,754 | $9,811,893 | -$2,268,861 | -18.78% | |
| Envestnet Asset Management Inc | 0.00% | 49,825 | $10,272,971 | $8,335,224 | -$1,937,747 | -18.86% | |
| Janney Montgomery Scott Llc | 0.02% | 46,781 | $9,645,000 | $7,825,993 | -$1,819,007 | -18.86% | |
| Commonwealth Equity Services, Llc | 0.01% | 51,561 | $9,187,165 | $8,625,640 | -$561,525 | -6.11% | |
| Proactive Wealth Strategies Llc | 1.34% | 40,464 | $8,343,352 | $6,769,223 | -$1,574,129 | -18.87% | |
| Twin Peaks Wealth Advisors, Llc | 1.60% | 34,277 | $7,067,182 | $5,734,199 | -$1,332,983 | -18.86% | |
| Susquehanna International Group, Llp | 0.01% | 34,126 | $7,036,099 | $5,708,939 | -$1,327,160 | -18.86% | |
| Harbour Investments, Inc. | 0.09% | 32,630 | $6,727,649 | $5,458,673 | -$1,268,976 | -18.86% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 31,443 | $6,482,977 | $5,260,099 | -$1,222,878 | -18.86% | |
| Truist Financial Corp | 0.01% | 36,328 | $6,472,962 | $6,077,311 | -$395,651 | -6.11% | |
| D.A. Davidson & Co. | 0.03% | 33,401 | $5,951,513 | $5,587,653 | -$363,860 | -6.11% | |
| Newedge Advisors, Llc | 0.02% | 25,017 | $5,158,027 | $4,185,094 | -$972,933 | -18.86% | |
| Mariner, Llc | 0.01% | 23,399 | $4,824,476 | $3,914,419 | -$910,057 | -18.86% | |
| Gts Securities Llc | 0.10% | 22,933 | $4,728,326 | $3,836,462 | -$891,864 | -18.86% | |
| Worthington Financial Partners, Llc | 3.60% | 23,859 | $4,251,121 | $3,991,372 | -$259,749 | -6.11% | |
| Private Advisor Group, Llc | 0.02% | 18,625 | $3,840,104 | $3,115,776 | -$724,328 | -18.86% | |
| Kestra Advisory Services, Llc | 0.01% | 21,551 | $3,839,993 | $3,605,267 | -$234,726 | -6.11% | |
| Western Wealth Management, Llc | 0.13% | 18,541 | $3,822,882 | $3,101,724 | -$721,158 | -18.86% | |
| Stratos Wealth Partners, Ltd. | 0.04% | 18,047 | $3,721,006 | $3,019,083 | -$701,923 | -18.86% | |
| Ntv Asset Management Llc | 0.33% | 19,940 | $3,552,924 | $3,335,763 | -$217,161 | -6.11% | |
| Atria Investments, Inc | 0.03% | 17,876 | $3,185,148 | $2,990,476 | -$194,672 | -6.11% | |
| Equitable Holdings, Inc. | 0.02% | 15,275 | $3,149,466 | $2,555,355 | -$594,111 | -18.86% | |
| Golden State Wealth Management, Llc | 0.28% | 17,350 | $3,091,429 | $2,902,482 | -$188,948 | -6.11% | |
| Onyx Bridge Wealth Group Llc | 0.25% | 16,116 | $2,871,557 | $2,696,046 | -$175,511 | -6.11% | |
| Chicago Partners Investment Group Llc | 0.05% | 16,875 | $2,854,476 | $2,823,019 | -$31,457 | -1.10% | |
| Mosley Wealth Management | 0.81% | 15,983 | $2,778,025 | $2,673,796 | -$104,229 | -3.75% | |
| Ifg Advisory, Llc | 0.10% | 13,428 | $2,768,545 | $2,246,370 | -$522,175 | -18.86% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 14,174 | $2,531,434 | $2,371,168 | -$160,266 | -6.33% | |
| Baird Financial Group, Inc. | 0.00% | 10,903 | $2,247,981 | $1,823,963 | -$424,018 | -18.86% | |
| Spectrum Wealth Advisory Group, Llc | 0.56% | 11,180 | $1,992,028 | $1,870,302 | -$121,726 | -6.11% | |
| Impact Partnership Wealth, Llc | 0.19% | 9,626 | $1,984,780 | $1,610,334 | -$374,446 | -18.87% | |
| Calton & Associates, Inc. | 0.29% | 9,456 | $1,949,691 | $1,581,894 | -$367,797 | -18.86% | |
| Stifel Financial Corp | 0.00% | 9,454 | $1,949,390 | $1,581,560 | -$367,830 | -18.87% | |
| Signature Estate & Investment Advisors Llc | 0.03% | 10,225 | $1,821,943 | $1,710,540 | -$111,403 | -6.11% | |
| Win Advisors, Inc | 0.63% | 8,552 | $1,763,263 | $1,430,664 | -$332,599 | -18.86% | |
| Mml Investors Services, Llc | 0.00% | 8,373 | $1,726,348 | $1,400,719 | -$325,629 | -18.86% | |
| Pcg Wealth Advisors, Llc | 0.37% | 8,034 | $1,656,377 | $1,344,008 | -$312,369 | -18.86% |
Frequently asked questions about FPX
Who are the largest institutional holders of FPX?
The largest institutional holders of FPX reported in the latest SEC Form 13F filings include Morgan Stanley, Lpl Financial Llc, Wells Fargo & Company/Mn, Bank Of America Corp, and Raymond James Financial Inc. InsiderSet ranks institutional holders by their latest reported FPX position.
What is FPX institutional ownership?
This page tracks FPX positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST US EQUITY OPPORT (FPX) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FPX?
InsiderSet currently tracks 225 institutional managers reporting FPX holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FPX shareholders.
How much FPX stock do institutions own?
Institutional investment managers disclosed approximately $805.61M in FPX holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FPX institutional ownership last updated?
The latest FPX institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FPX holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FPX position after the reporting date.
Are institutions buying or selling FPX?
Institutional buying and selling can be analyzed by comparing FPX positions across consecutive 13F reporting periods. InsiderSet's FPX Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FPX ownership changes.
How has FPX institutional ownership changed over time?
InsiderSet tracks FPX institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.