FPX institutional holders

First Trust US Equity Opportunities ETF · 241 reporting institutions · $826.2M reported value

Funds that can replace FPX · FPX return decomposition

Institutional holdings

Institutions reporting FPX, largest first
InstitutionReported positionAdvisors at firmReport period
Morgan Stanley$146.1M23,1852026-06-30
Lpl Financial LLC$90.7M23,4582026-06-30
Wells Fargo & Company/mn$82.1M02026-06-30
Bank of America Corp /de$43.6M02026-06-30
Raymond James Financial Inc$42.2M02026-06-30
UBS Group AG$27.8M02026-06-30
Royal Bank of Canada$21.3M02026-06-30
Systelligence, LLC$21.2M32026-06-30
Osaic Holdings, Inc.$20.7M02026-06-30
Cetera Investment Advisers$18.6M10,3702026-06-30
Ameriprise Financial Inc$18.6M02026-06-30
Prudential PLC$18.2M02026-06-30
Commonwealth Equity Services, LLC$16.7M2,8632026-06-30
Cassia Capital Partners LLC$12.1M42026-06-30
Ocean Park Asset Management, LLC$10.4M122026-06-30
Envestnet Pmc$10.3M602026-06-30
Proactive Wealth Strategies, LLC$8.3M52026-06-30
Truist Financial Corp$7.7M02026-06-30
Twin Peaks Wealth Advisors, LLC$7.1M102026-06-30
Susquehanna International Group, LLP$7M02026-06-30
Harbour Investments, Inc.$6.7M2472026-06-30
D.A. Davidson & Co.$6.6M6892026-06-30
Steward Partners Investment Advisory, LLC$6.5M4812026-06-30
Newedge Advisors$5.2M6012026-06-30
Hightower Advisors, LLC$5.1M1,0462026-06-30
Northwestern Mutual Wealth Management Co$5M02026-06-30
Worthington Wealth Management$4.9M32026-06-30
Mariner, LLC$4.8M02026-06-30
Gts Securities LLC$4.7M02026-06-30
Kestra Advisory Services, LLC$4.3M1,4792026-06-30
Ntv Asset Management LLC$4.1M52026-06-30
Private Advisor Group, LLC$3.8M9272026-06-30
Western Wealth Management, LLC$3.8M1122026-06-30
Atria Investments, Inc$3.8M62026-06-30
Stratos Wealth Partners, Ltd.$3.7M3862026-06-30
Golden State Wealth Management, LLC$3.7M472026-06-30
Onyx Bridge Wealth Group LLC$3.3M222026-06-30
Equitable Holdings, Inc.$3.1M02026-06-30
Mosley Wealth Management$3.1M122026-06-30
Chicago Partners Investment Group LLC$3M572026-06-30
Wealth Enhancement Advisory Services, LLC$2.9M1,0262026-06-30
Ifg Advisory, LLC$2.8M1102026-06-30
Spectrum Wealth Advisory Group, LLC$2.3M32026-06-30
Baird Financial Group, Inc.$2.2M02026-06-30
Seia$2.1M1412026-06-30
Ae Wealth Management LLC$2.1M4712026-06-30
Impact Partnership Wealth, LLC$2M922026-06-30
Calton & Associates, Inc.$1.9M1402026-06-30
Stifel Financial Corp$1.9M02026-06-30
Win Advisors, Inc$1.8M42026-06-30
Cascade Investment Advisors, Inc.$1.8M32026-06-30
MML Investors Services, LLC$1.7M5,1202026-06-30
Sigma Planning Corp$1.7M4742026-06-30
Pcg Wealth Advisors, LLC$1.7M182026-06-30
Captrust Financial Advisors$1.6M9622026-06-30
Pacific Sun Financial Corp$1.6M32026-06-30
Triumph Capital Management$1.5M142026-06-30
Patten Group, Inc.$1.5M72026-06-30
Ameritas Investment Partners, Inc.$1.5M72026-06-30
Kovack Advisors, Inc.$1.5M2582026-06-30
Creative Planning$1.5M1,1712026-06-30
Comprehensive Financial Planning, Inc./pa$1.4M02026-06-30
Focus Partners Wealth$1.4M1,0482026-06-30
Lloyd Advisory Services, Llc.$1.4M72026-06-30
Ancora Advisors LLC$1.3M102026-06-30
Arax Advisory Partners$1.3M2322026-06-30
Gateway Wealth Partners, LLC$1.3M1012026-06-30
Concurrent Investment Advisors, LLC$1.3M3492026-06-30
Highpoint Advisor Group LLC$1.2M1142026-06-30
Pfg Advisors$1.2M832026-06-30
Advisory Services Network$1.1M2532026-06-30
Prospera Financial Services, Inc.$1.1M2702026-06-30
Rda Financial Network$1M162026-06-30
Vestgen Advisors, LLC$1M582026-06-30
Iht Wealth Management LLC$988.8K1592026-06-30
Irc Wealth$901.2K72026-06-30
Benjamin Edwards Inc$891.7K02026-06-30
Krilogy$886.6K642026-06-30
Advyzon Investment Management, LLC$866.2K22026-06-30
Fmr LLC$864.3K02026-06-30
Great Valley Advisor Group, LLC$859.1K2052026-06-30
Kraft, Davis & Associates, LLC$858.1K52026-06-30
Cornerstone Wealth Management, LLC$842.9K02026-06-30
Cresset Asset Management, LLC$840.8K2122026-06-30
Morey & Quinn Wealth Partners, LLC$838.5K32026-06-30
Concentrum Wealth Management$774.6K52026-06-30
Rubicon Advisors, Gp$730.7K112026-06-30
World Investment Advisors$726.3K3592026-06-30
Valmark Advisers, Inc.$712.9K2952026-06-30
Eclectic Associates Inc /adv$708K112026-06-30
Hershey Financial Advisers, LLC$697.3K32026-06-30
Legacy Trust$686.4K02026-06-30
Vise Technologies, Inc.$682.9K02026-06-30
Tcfg Investment Advisors, LLC$666.4K312026-06-30
Rfg Advisory, LLC$665.9K1912026-06-30
Insigneo Advisory Services, LLC$658.5K2252026-06-30
Boyce & Associates Wealth Consulting, Inc.$636.2K82026-06-30
Rockefeller Capital Management LP$629.1K3462026-06-30
J. Derek Lewis & Associates Inc.$605.7K122026-06-30
Atlas Private Wealth Advisors$603.9K192026-06-30
Integrity Alliance, Llc.$591.1K3532026-06-30
Smith, Moore & Co.$588.3K452026-06-30
Aptus Capital Advisors, LLC$585.1K212026-06-30
Oppenheimer & Co. Inc.$583.5K1,1662026-06-30
Corient Private Wealth LP$567.3K6742026-06-30
Second Line Capital, LLC$566.8K242026-06-30
Fiduciary Trust Co$552.4K02026-06-30
Accredited Investors Inc.$546.2K32026-06-30
Pure Financial Advisors, LLC$531.9K882026-06-30
Jane Street Group, LLC$521.6K02026-06-30
Tcfg Wealth Management, LLC$517.1K02026-03-31
Money Concepts Capital Corp$515K3892026-06-30
Flagstar Securities, Inc$507.7K302026-06-30
Harvest Investment Services, LLC$495.9K272026-06-30
Cottonwood Capital Advisors, LLC$493K22026-06-30
Csenge Advisory Group$490.5K752026-06-30
Intrua Financial, LLC$472.2K362026-06-30
Commerce Bank$453.6K02026-06-30
Level Four Advisory Services$447.6K1412026-06-30
Oneascent Financial Services LLC$439K852026-06-30
Kayne Anderson Rudnick Investment Management LLC$422.7K362026-06-30
Purus Wealth Management, LLC$417.1K62026-06-30
Bawa N Mallick Trust$412.4K02026-06-30
Pinnacle Financial Partners, Inc.$411.5K02026-06-30
October Effect Ltd$406.6K42026-06-30
Bank of New York Mellon Corp$404.4K02026-06-30
CIBC World Market Inc.$398.5K02026-06-30
Arrowroot Family Office, LLC$382.5K132026-06-30
Edelman Financial Engines$370.1K7222026-06-30
Integris Wealth Management, LLC$365.4K122026-06-30
Cwm, LLC$364.1K6672026-03-31
Jaffetilchin Investment Partners, LLC$360.1K02026-03-31
Wealthspire Advisors, LLC$352K2372026-06-30
B. Riley Wealth Advisors, Inc.$338.4K1702026-06-30
Synovus Financial Corp$332.8K02025-09-30
City Holding Co$331.9K02026-06-30
Vestmark Advisory Solutions, Inc.$330K82026-06-30
Tru Independence LLC$328.6K02026-06-30
Family Capital Management, Inc.$327.4K42026-06-30
Dynamic$327.3K752026-06-30
First Heartland Consultants, Inc.$326.2K992026-06-30
Adamsbrown Wealth Consultants LLC$324.1K152026-06-30
Mercer Global Advisors Inc /adv$311.7K02026-06-30
Capital Investment Management, Inc.$310.2K52026-06-30
Kapstone Financial Advisors LLC$296.7K42026-06-30
Haddonfield Financial Planning LLC$295.3K32026-06-30
Moneta Group Investment Advisors LLC$289.4K2562026-06-30
Cannon Advisors, Inc.$289.1K62026-06-30
Brighton Jones LLC$284.3K1592026-06-30
Snowden Capital Advisors LLC$284.1K1222026-06-30
Midwest Trust Co$283.9K02026-06-30
Willner & Heller, LLC$277.1K32026-06-30
Advisory Alpha, LLC$271K662026-06-30
Elm3 Financial Group, LLC$267.4K32026-06-30
Wealth Effects$267.2K72026-06-30
Smart Portfolios, LLC$263.6K42026-03-31
Mainstay Capital Management LLC /adv$256.1K02026-06-30
Sun Financial Inc$254.7K32026-06-30
Prime Capital Financial$254.4K2652026-06-30
Lanark Financial, Inc.$248.6K692026-06-30
Lfg Wealth Partners, LLC$247.4K112026-06-30
Burke & Herbert Bank & Trust Co$247.4K02026-06-30
Wiser Advisor Group LLC$243.1K32026-06-30
Capital Investment Advisory Services, LLC$240.4K1032026-06-30
Arkadios Wealth Advisors$234.4K2262026-06-30
Acorn Wealth Advisors, LLC$233.6K52026-06-30
Chicago Oakbrook Financial Group$228.5K102026-06-30
Capital Wealth Alliance, LLC$227.8K32026-06-30
Prairieview Wealth Partners, LLC$225.8K42026-06-30
Bannerstone Capital Management, LLC$218.8K32026-06-30
Farther Finance Advisors, LLC$216.7K3342026-06-30
Mission Financial Group, LLC$212.2K62026-06-30
Main Street Financial Solutions, LLC$211.5K412026-06-30
Tcv Trust & Wealth Management, Inc.$206.2K02026-06-30
Accel Wealth Management$203K102026-06-30
Everest Financial Group LLC$202.4K122026-06-30
Institute for Wealth Management, Llc.$200K132026-06-30
Bank of Montreal /can$195.9K02026-06-30
Citigroup Inc$172.6K02026-06-30
PNC Financial Services Group, Inc.$146.6K02026-06-30
Spire Wealth Management$131.5K32026-06-30
Fiduciary Financial Advisors$126.2K512026-06-30
O'Shaughnessy Asset Management, LLC$121.4K582026-06-30
Assetmark, Inc$118.1K2202026-06-30
Abich Financial Wealth Management LLC$116.8K72025-09-30
Luken Investment Analytics, LLC$116.5K52026-06-30
Blair William & Co/il$109.9K3292026-06-30
Private Trust Co NA$107.4K02026-06-30
Costello Asset Management, Inc.$94.1K22026-06-30
Jpmorgan Chase & Co$90.6K02026-06-30
Larson Financial Group LLC$87.2K672026-06-30
Integrated Wealth Concepts LLC$83.2K4802026-06-30
Atlantic Union Bankshares Corp$82.5K02026-06-30
Global Retirement Partners LLC$72.8K4912026-06-30
UBS Am, A Distinct Business Unit of UBS Asset Management Americas LLC$72.2K02026-06-30
Gill Capital Partners$69.9K102026-06-30
Whittier Trust Co of Nevada Inc$67K02026-06-30
Beaird Harris Wealth Management, LLC$56.5K182026-06-30
Osbon Capital Management LLC$53.9K22026-06-30
International Assets Investment Management, LLC$50.3K1222026-06-30
Mather Group, Llc.$50.1K1102026-06-30
Networth Advisors, LLC$46.4K62026-06-30
Fifth Third Bancorp$46.4K02026-06-30
Kingdom Financial Group Llc.$43.5K152026-06-30
North Star Investment Management Corporation$41.2K112026-06-30
Ifp Advisors, Inc$41.2K3182026-06-30
Prestige Wealth Management Group LLC$36.5K62026-06-30
Manning & Napier Advisors LLC$36.1K422026-06-30
Blackrock, Inc.$30.9K02026-06-30
Nfsg Corp$30.9K752026-06-30
Ameriflex Group, Inc.$30.9K2122026-06-30
Comerica Bank$29.9K02025-12-31
Montgomery Financial Services LLC$29.5K42026-06-30
Corecap Advisors, LLC$23.5K1182026-06-30
Gamma Investing LLC$20.6K72026-06-30
Indiana Trust & Investment Management Co$20.4K02026-06-30
Rosenberg Matthew Hamilton$17.7K42026-06-30
Quest 10 Wealth Builders, Inc.$17.7K32026-06-30
Allworth Financial, LP$17.5K3172026-06-30
Continuum Advisory, LLC$14K402026-06-30
Sbi Securities Co., Ltd.$13.8K02026-06-30
Vanguard Advisers Inc$13.3K2,4692026-06-30
Trust Co of Toledo NA /oh$13.2K02026-06-30
Kozak & Associates, Inc.$12.5K02026-06-30
Mpwm Advisory Solutions, LLC$10.3K152026-06-30
Cambridge Investment Research Advisors, Inc.$10K3,9402026-03-31
Janney Montgomery Scott LLC$9.6K1,3422026-06-30
Medallion Wealth Advisors, LLC$8.9K62026-06-30
Swan Capital LLC$5.6K62026-06-30
Belvedere Trading LLC$2.5K02026-06-30
Caitlin John, LLC$2.5K242026-06-30
Wolff Wiese Magana LLC$1.7K42026-06-30
Wedbush Securities Inc$1.3K2202026-06-30
Dhjj Financial Advisors, Ltd.$1.2K72026-06-30
Rossby Financial, Lcc$619312026-06-30
Appleton Partners Inc/ma$242312026-06-30
Smithfield Trust Co$22002026-06-30
Park Avenue Securities LLC$2011,9082026-06-30
Hazlett, Burt & Watson, Inc.$47202026-06-30
Capital Analysts, LLC$146082026-06-30
Motiv8 Investments LLC$8102025-12-31

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30