Who Owns First Tr US Equity Oppy ETF (FPX)? -- Institutional Holders (2026-06-30)
107 institutions reported holding $198.6M of First Tr US Equity Oppy ETF (FPX) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cambridge Investment Research Advisors, Inc. ($36.4M), Systelligence, LLC ($21.2M), COMMONWEALTH EQUITY SERVICES, LLC ($16.7M), Cassia Capital Partners, LLC ($12.1M), Ocean Park Asset Management, LLC ($10.4M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | Cambridge Investment Research Advisors, Inc. | $36.4M | 176,580 | Added |
| 2 | Systelligence, LLC | $21.2M | 102,704 | Added |
| 3 | COMMONWEALTH EQUITY SERVICES, LLC | $16.7M | 80,903 | Trimmed |
| 4 | Cassia Capital Partners, LLC | $12.1M | 58,652 | Trimmed |
| 5 | Ocean Park Asset Management, LLC | $10.4M | 50,325 | New |
| 6 | ENVESTNET ASSET MANAGEMENT INC | $10.3M | 49,825 | Trimmed |
| 7 | TRUIST FINANCIAL CORP | $7.7M | 37,257 | Trimmed |
| 8 | D.A. DAVIDSON & CO. | $6.6M | 32,114 | Added |
| 9 | Worthington Financial Partners, LLC | $4.9M | 23,924 | Added |
| 10 | Kestra Advisory Services, LLC | $4.3M | 20,676 | Trimmed |
| 11 | Private Advisor Group, LLC | $3.8M | 18,625 | Trimmed |
| 12 | Atria Investments, Inc | $3.8M | 18,214 | Added |
| 13 | Golden State Wealth Management, LLC | $3.7M | 17,916 | Trimmed |
| 14 | Onyx Bridge Wealth Group LLC | $3.3M | 16,208 | Trimmed |
| 15 | Mosley Wealth Management | $3.1M | 15,062 | Added |
| 16 | Chicago Partners Investment Group LLC | $3.0M | 16,118 | Added |
| 17 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $2.9M | 14,890 | Trimmed |
| 18 | SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | $2.1M | 10,397 | Trimmed |
| 19 | AE Wealth Management LLC | $2.1M | 10,149 | New |
| 20 | Impact Partnership Wealth, LLC | $2.0M | 9,626 | Trimmed |
| 21 | WIN ADVISORS, INC | $1.8M | 8,552 | New |
| 22 | Cascade Investment Advisors, Inc. | $1.8M | 8,552 | Added |
| 23 | PCG Wealth Advisors, LLC | $1.7M | 8,034 | Added |
| 24 | Triumph Capital Management | $1.5M | 7,321 | Added |
| 25 | Kovack Advisors, Inc. | $1.5M | 7,238 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30