Who owns First Trust US Equity Opportunities ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of FPX from SEC Form 13F filings across 231 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 231 institutions disclosed 4.1M shares of First Trust US Equity Opportunities ETF worth $853.9M — about 44.1% of shares outstanding; the largest disclosed holder is MORGAN STANLEY. Source: SEC Form 13F filings, parsed by EvidInvest.
231
13F holders
$853.9M
value, 2026 filers
44.1%
of shares outstanding (4.1M sh)
44
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of FPX's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 708,691 | $146.1M | 0.0% | 7.5% | +17.5% |
| 2 | LPL Financial LLC | 440,053 | $90.7M | 0.0% | 4.7% | +3.8% |
| 3 | WELLS FARGO & COMPANY/MN | 398,208 | $82.1M | 0.0% | 4.2% | +18.9% |
| 4 | BANK OF AMERICA CORP /DE/ | 211,381 | $43.6M | 0.0% | 2.2% | +3.5% |
| 5 | RAYMOND JAMES FINANCIAL INC | 204,783 | $42.2M | 0.0% | 2.2% | +14.0% |
| 6 | UBS Group AG | 134,864 | $27.8M | 0.0% | 1.4% | +133.5% |
| 7 | ROYAL BANK OF CANADA | 103,461 | $21.3M | 0.0% | 1.1% | -8.4% |
| 8 | Systelligence, LLC | 102,704 | $21.2M | 3.5% | 1.1% | +0.8% |
| 9 | OSAIC HOLDINGS, INC. | 100,541 | $20.7M | 0.0% | 1.1% | +10.1% |
| 10 | Cetera Investment Advisers | 90,351 | $18.6M | 0.0% | 1% | +4.2% |
| 11 | AMERIPRISE FINANCIAL INC | 89,346 | $18.6M | 0.0% | 1% | +69.8% |
| 12 | Cambridge Investment Research Advisors, Inc. | 88,290 | $18.2M | 0.0% | 0.9% | +40.5% |
| 13 | PRUDENTIAL PLCNEW | 88,200 | $18.2M | 0.1% | 0.9% | new |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | 80,903 | $16.7M | 0.0% | 0.9% | -3.0% |
| 15 | Cassia Capital Partners, LLC | 58,652 | $12.1M | 5.9% | 0.6% | -0.3% |
| 16 | Ocean Park Asset Management, LLCNEW | 50,325 | $10.4M | 0.5% | 0.5% | new |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 49,825 | $10.3M | 0.0% | 0.5% | -5.0% |
| 18 | Janney Montgomery Scott LLC | 46,781 | $9.6M | 0.0% | 0.5% | -0.7% |
| 19 | Proactive Wealth Strategies LLC | 40,464 | $8.3M | 1.3% | 0.4% | -0.4% |
| 20 | TRUIST FINANCIAL CORP | 37,257 | $7.7M | 0.0% | 0.4% | -8.7% |
| 21 | TWIN PEAKS WEALTH ADVISORS, LLC | 34,277 | $7.1M | 1.6% | 0.4% | -2.3% |
| 22 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 34,126 | $7.0M | 0.0% | 0.4% | -28.6% |
| 23 | HARBOUR INVESTMENTS, INC. | 32,630 | $6.7M | 0.1% | 0.3% | -5.8% |
| 24 | D.A. DAVIDSON & CO. | 32,114 | $6.6M | 0.0% | 0.3% | +6.2% |
| 25 | Steward Partners Investment Advisory, LLC | 31,443 | $6.5M | 0.0% | 0.3% | +27.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.