FPX Institutional Ownership
First Trust US Equity Opportunities ETF
1W: +0.6%
1M: +0.5%
3M: -8.1%
YTD: +9.4%
1Y: +8.7%
3Y: +118.5%
5Y: +41.3%
$180.62
+0.53 (+0.29%)
Weekly Expected Move ±2.4%
$172
$176
$181
$185
$189
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — FPX
250
Institutional Holders
+21 vs prior quarter
0.0%
Ownership
+0.00pp
844M
Total Invested
43
New Positions
64
Increased
75
Reduced
17
Closed
0.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (266 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 708,691 | $128M | +105,588 | +17.5% | 60Q | SEC ↗ |
| 2 | LPL Financial LLC | 440,053 | $79M | +16,205 | +3.8% | 61Q | SEC ↗ |
| 3 | WELLS FARGO & COMPANY/MN | 398,208 | $72M | +63,234 | +18.9% | 71Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 211,381 | $38M | +7,144 | +3.5% | 15Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 204,783 | $37M | +25,134 | +14.0% | 7Q | SEC ↗ |
| 6 | UBS Group AG | 134,864 | $24M | +77,112 | +133.5% | 47Q | SEC ↗ |
| 7 | ROYAL BANK OF CANADA | 103,461 | $19M | -9,516 | -8.4% | 60Q | SEC ↗ |
| 8 | Systelligence, LLC | 102,704 | $19M | +784 | +0.8% | 3Q | SEC ↗ |
| 9 | OSAIC HOLDINGS, INC. | 100,541 | $18M | +9,199 | +10.1% | 26Q | SEC ↗ |
| 10 | Cetera Investment Advisers | 90,351 | $16M | +3,664 | +4.2% | 43Q | SEC ↗ |
| 11 | AMERIPRISE FINANCIAL INC | 89,346 | $16M | +36,743 | +69.8% | 16Q | SEC ↗ |
| 12 | Cambridge Investment Research Advisors | 88,290 | $16M | +25,461 | +40.5% | 50Q | SEC ↗ |
| 13 | PRUDENTIAL PLC NEW | 88,200 | $16M | — | +0.0% | 1Q | SEC ↗ |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 80,903 | $15M | -2,496 | -3.0% | 35Q | SEC ↗ |
| 15 | Cassia Capital Partners, LLC | 58,652 | $11M | -170 | -0.3% | 19Q | SEC ↗ |
| 16 | Ocean Park Asset Management, LLC NEW | 50,325 | $9M | — | +0.0% | 1Q | SEC ↗ |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 49,825 | $9M | -2,601 | -5.0% | 71Q | SEC ↗ |
| 18 | Janney Montgomery Scott LLC | 46,781 | $8M | -326 | -0.7% | 8Q | SEC ↗ |
| 19 | Proactive Wealth Strategies LLC | 40,464 | $7M | -149 | -0.4% | 8Q | SEC ↗ |
| 20 | TRUIST FINANCIAL CORP | 37,257 | $7M | -3,562 | -8.7% | 27Q | SEC ↗ |
| 21 | TWIN PEAKS WEALTH ADVISORS, LLC | 34,277 | $6M | -790 | -2.3% | 11Q | SEC ↗ |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34,126 | $6M | -13,682 | -28.6% | 19Q | SEC ↗ |
| 23 | HARBOUR INVESTMENTS, INC. | 32,630 | $6M | -2,018 | -5.8% | 17Q | SEC ↗ |
| 24 | D.A. DAVIDSON & CO. | 32,114 | $6M | +1,868 | +6.2% | 50Q | SEC ↗ |
| 25 | Steward Partners Investment Advisory, | 31,443 | $6M | +6,813 | +27.7% | 38Q | SEC ↗ |
| 26 | NewEdge Advisors, LLC | 25,017 | $5M | -1,960 | -7.3% | 19Q | SEC ↗ |
| 27 | HighTower Advisors, LLC | 24,887 | $4M | -237 | -0.9% | 41Q | SEC ↗ |
| 28 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 24,364 | $4M | +21,567 | +771.1% | 38Q | SEC ↗ |
| 29 | Worthington Financial Partners, LLC | 23,924 | $4M | +300 | +1.3% | 3Q | SEC ↗ |
| 30 | Mariner, LLC | 23,399 | $4M | -1,132 | -4.6% | 19Q | SEC ↗ |
| 31 | GTS SECURITIES LLC NEW | 22,933 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 32 | Kestra Advisory Services, LLC | 20,676 | $4M | -756 | -3.5% | 24Q | SEC ↗ |
| 33 | NTV Asset Management LLC | 19,905 | $4M | -743 | -3.6% | 51Q | SEC ↗ |
| 34 | Private Advisor Group, LLC | 18,625 | $3M | -956 | -4.9% | 51Q | SEC ↗ |
| 35 | Western Wealth Management, LLC | 18,541 | $3M | -131 | -0.7% | 19Q | SEC ↗ |
| 36 | Atria Investments, Inc | 18,214 | $3M | +212 | +1.2% | 23Q | SEC ↗ |
| 37 | Stratos Wealth Partners, LTD. | 18,047 | $3M | +1,309 | +7.8% | 43Q | SEC ↗ |
| 38 | Golden State Wealth Management, LLC | 17,916 | $3M | -81 | -0.5% | 7Q | SEC ↗ |
| 39 | Onyx Bridge Wealth Group LLC | 16,208 | $3M | -73 | -0.4% | 13Q | SEC ↗ |
| 40 | Chicago Partners Investment Group LLC | 16,118 | $3M | +333 | +2.1% | 47Q | SEC ↗ |
| 41 | Equitable Holdings, Inc. | 15,275 | $3M | +1,177 | +8.3% | 27Q | SEC ↗ |
| 42 | Mosley Wealth Management | 15,062 | $3M | +12,968 | +619.3% | 3Q | SEC ↗ |
| 43 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 14,890 | $3M | -550 | -3.6% | 12Q | SEC ↗ |
| 44 | IFG Advisory, LLC NEW | 13,428 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 45 | Spectrum Wealth Advisory Group, LLC | 11,265 | $2M | -107 | -0.9% | 30Q | SEC ↗ |
| 46 | Baird Financial Group, Inc. | 10,903 | $2M | +2,768 | +34.0% | 6Q | SEC ↗ |
| 47 | SIGNATURE ESTATE & INVESTMENT ADVISORS | 10,397 | $2M | -654 | -5.9% | 9Q | SEC ↗ |
| 48 | AE Wealth Management LLC NEW | 10,149 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 49 | Impact Partnership Wealth, LLC | 9,626 | $2M | -3,973 | -29.2% | 12Q | SEC ↗ |
| 50 | CALTON & ASSOCIATES, INC. | 9,456 | $2M | -5,927 | -38.5% | 11Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| PRUDENTIAL PLC | 88,200 | $16M |
| Ocean Park Asset Management, LLC | 50,325 | $9M |
| GTS SECURITIES LLC | 22,933 | $4M |
| IFG Advisory, LLC | 13,428 | $2M |
| AE Wealth Management LLC | 10,149 | $2M |
| WIN ADVISORS, INC | 8,552 | $2M |
| Advyzon Investment Management, LLC | 4,201 | $759K |
| Hershey Financial Advisers, LLC | 3,382 | $611K |
| JANE STREET GROUP, LLC | 2,530 | $457K |
| Wealthspire Advisors, LLC | 1,707 | $308K |
| ADAMSBROWN WEALTH CONSULTANTS LLC | 1,572 | $284K |
| PUFF WEALTH MANAGEMENT, LLC | 1,432 | $259K |
| Elm3 Financial Group, LLC | 1,297 | $234K |
| MAINSTAY CAPITAL MANAGEMENT LLC /AD | 1,242 | $224K |
| Prime Capital Investment Advisors, | 1,234 | $223K |
| BURKE & HERBERT BANK & TRUST CO | 1,200 | $217K |
| LFG Wealth Partners, LLC | 1,200 | $217K |
| APPLETON PARTNERS INC/MA | 1,175 | $212K |
| Capital Investment Advisory Service | 1,166 | $211K |
| Acorn Wealth Advisors, LLC | 1,133 | $205K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| BNP PARIBAS FINANCIAL MARKETS | 50,000 | $9M |
| Ethos Financial Group, LLC | 45,500 | $8M |
| Kingsview Wealth Management, LLC | 37,449 | $7M |
| CITADEL ADVISORS LLC | 17,066 | $3M |
| TWO SIGMA INVESTMENTS, LP | 13,270 | $2M |
| GOLDMAN SACHS GROUP INC | 11,357 | $2M |
| Private Advisory Group LLC | 5,579 | $1M |
| Independent Advisor Alliance | 3,994 | $721K |
| Capital Advisory Group Advisory Ser | 3,708 | $670K |
| FLOW TRADERS U.S. LLC | 3,631 | $656K |
| StoneX Group Inc. | 2,173 | $392K |
| NORTHERN TRUST CORP | 1,782 | $322K |
| Ameritas Advisory Services, LLC | 1,479 | $267K |
| Zinnia Wealth Advisory, LLC | 1,433 | $259K |
| AQR CAPITAL MANAGEMENT LLC | 1,307 | $236K |
| WealthPLAN Partners, LLC | 1,294 | $234K |
| Root Financial Partners, LLC | 830 | $150K |
| FLAGSHIP HARBOR ADVISORS, LLC | 519 | $94K |
| Wilmington Savings Fund Society, FS | 350 | $63K |
| Qube Research & Technologies Ltd | 286 | $52K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | +105,588 | +17.5% | 708,691 |
| UBS Group AG | +77,112 | +133.5% | 134,864 |
| WELLS FARGO & COMPANY/MN | +63,234 | +18.9% | 398,208 |
| AMERIPRISE FINANCIAL INC | +36,743 | +69.8% | 89,346 |
| Cambridge Investment Research Advis | +25,461 | +40.5% | 88,290 |
| RAYMOND JAMES FINANCIAL INC | +25,134 | +14.0% | 204,783 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +21,567 | +771.1% | 24,364 |
| LPL Financial LLC | +16,205 | +3.8% | 440,053 |
| Mosley Wealth Management | +12,968 | +619.3% | 15,062 |
| OSAIC HOLDINGS, INC. | +9,199 | +10.1% | 100,541 |
| BANK OF AMERICA CORP /DE | +7,144 | +3.5% | 211,381 |
| Steward Partners Investment Advisor | +6,813 | +27.7% | 31,443 |
| Lloyd Advisory Services, LLC. | +6,776 | +338800.0% | 6,778 |
| Triumph Capital Management | +3,932 | +116.0% | 7,321 |
| Cetera Investment Advisers | +3,664 | +4.2% | 90,351 |
| Baird Financial Group, Inc. | +2,768 | +34.0% | 10,903 |
| Arax Advisory Partners | +2,337 | +56.5% | 6,475 |
| D.A. DAVIDSON & CO. | +1,868 | +6.2% | 32,114 |
| Stratos Wealth Partners, LTD. | +1,309 | +7.8% | 18,047 |
| MML INVESTORS SERVICES, LLC | +1,278 | +18.0% | 8,373 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| OneAscent Financial Services LLC | -33,765 | -94.1% | 2,129 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -13,682 | -28.6% | 34,126 |
| Gateway Wealth Partners, LLC | -10,334 | -61.5% | 6,469 |
| ROYAL BANK OF CANADA | -9,516 | -8.4% | 103,461 |
| CALTON & ASSOCIATES, INC. | -5,927 | -38.5% | 9,456 |
| Impact Partnership Wealth, LLC | -3,973 | -29.2% | 9,626 |
| TRUIST FINANCIAL CORP | -3,562 | -8.7% | 37,257 |
| ENVESTNET ASSET MANAGEMENT INC | -2,601 | -5.0% | 49,825 |
| COMMONWEALTH EQUITY SERVICES, LLC | -2,496 | -3.0% | 80,903 |
| HARBOUR INVESTMENTS, INC. | -2,018 | -5.8% | 32,630 |
| NewEdge Advisors, LLC | -1,960 | -7.3% | 25,017 |
| Mariner, LLC | -1,132 | -4.6% | 23,399 |
| Private Advisor Group, LLC | -956 | -4.9% | 18,625 |
| TWIN PEAKS WEALTH ADVISORS, LLC | -790 | -2.3% | 34,277 |
| Arkadios Wealth Advisors | -789 | -41.0% | 1,137 |
| Kestra Advisory Services, LLC | -756 | -3.5% | 20,676 |
| NTV Asset Management LLC | -743 | -3.6% | 19,905 |
| SIGNATURE ESTATE & INVESTMENT ADVIS | -654 | -5.9% | 10,397 |
| Pacific Sun Financial Corp | -615 | -7.5% | 7,608 |
| Allworth Financial LP | -583 | -87.3% | 85 |