FPX - First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF Aktien - Aktienkurs, Institutioneller Eigentümerschaft, Aktionäre (BMV)

First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF
MX ˙ BMV ˙ US3369201039
Basisstatistiken
Institutionelle Eigentümer 177 total, 177 long only, 0 short only, 0 long/short - change of 10,24% MRQ
Durchschnittliche Portfolioallokation 0.2628 % - change of 58,30% MRQ
Institutionelle Aktien (Long) 3.140.546 (ex 13D/G) - change of 0,55MM shares 7,64% MRQ
Institutioneller Wert (Long) $ 419.240 USD ($1000)
Institutioneller Eigentümerschaft und Aktionäre

First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF (MX:FPX) hat 177 institutionelle Eigentümer und Aktionäre, die 13D/G oder 13F Formulare bei der Securities Exchange Commission (SEC) eingereicht haben. Diese Institutionen halten insgesamt 3,140,546 Aktien. Die größten Aktionäre sind Morgan Stanley, LPL Financial LLC, Wells Fargo & Company/mn, Raymond James Financial Inc, Bank Of America Corp /de/, Congress Wealth Management LLC / DE /, Cetera Investment Advisers, Commonwealth Equity Services, Llc, Cassia Capital Partners, LLC, and Cambridge Investment Research Advisors, Inc. .

First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF (BMV:FPX) Die institutionelle Eigentümerstruktur zeigt die aktuellen Positionen von Institutionen und Fonds im Unternehmen sowie die jüngsten Veränderungen der Positionsgröße. Zu den Großaktionären können Einzelanleger, Investmentfonds, Hedgefonds oder Institutionen gehören. Der Schedule 13D zeigt an, dass der Investor mehr als 5% des Unternehmens hält (oder gehalten hat) und beabsichtigt (oder beabsichtigt hat), aktiv eine Änderung der Geschäftsstrategie zu verfolgen. Schedule 13G zeigt eine passive Investition von über 5% an.

MX:FPX / First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF Institutional Ownership
Fondsstimmung-Score

Der Fondsstimmung-Score (auch bekannt als Eigentümer-Akkumulations-Score) ermittelt die Aktien, die am meisten von Fonds gekauft werden. Er ist das Ergebnis eines ausgeklügelten quantitativen Multifaktormodells, das die Unternehmen mit den höchsten institutionellen Käufen identifiziert. Das Scoring-Modell verwendet eine Kombination aus der Gesamtzunahme der offengelegten Eigentümer, den Änderungen der Portfolioallokationen in diesen Eigentümern und anderen Metriken. Die Zahl reicht von 0 bis 100, wobei höhere Zahlen ein höheres Maß an Kapitalakkumulation als bei anderen Unternehmen anzeigen und 50 den Durchschnitt darstellt.

Aktualisierungshäufigkeit: Täglich

Siehe Ownership Explorer, der eine Liste der am höchsten bewerteten Unternehmen enthält.

13F und NPORT Einreichungen

Details zu 13F-Einreichungen sind kostenlos. Für Details zu NP-Einreichungen ist eine Premium-Mitgliedschaft erforderlich. Grüne Zeilen zeigen neue Positionen an. Rote Zeilen zeigen geschlossene Positionen an. Klicken Sie auf das Link Symbol, um den gesamten Transaktionsverlauf zu sehen.

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Datei Datum Quelle Anleger Typ Durchschnittlicher Preis
(Est)
Aktien Δ Aktien
(%)
Gemeldeter
Wert
($1000)
Δ Wert
(%)
Port Alloc
(%)
2025-05-06 13F VSM Wealth Advisory, LLC 0 -100,00 0
2025-08-12 13F Cornerstone Wealth Management, LLC 4.223 -2,47 612 26,50
2025-07-28 13F RFG Advisory, LLC 3.806 2,62 552 33,09
2025-08-08 13F Smithfield Trust Co 1.067 0,00 0
2025-08-11 13F Core Wealth Partners LLC 0 -100,00 0
2025-08-14 13F SWAN Capital LLC 27 0,00 4 0,00
2025-08-04 13F Kovack Advisors, Inc. 5.258 -0,57 762 28,98
2025-07-14 13F GAMMA Investing LLC 100 0,00 14 27,27
2025-08-01 13F Rossby Financial, LCC 3 0,00 0
2025-08-06 13F Wedbush Securities Inc 2.651 30,27 0
2025-08-14 13F Comerica Bank 33 0,00 5 33,33
2025-07-29 13F Kraft, Davis & Associates, LLC 5.933 -8,96 893 27,07
2025-04-23 13F B.O.S.S. Retirement Advisors, LLC 0 -100,00 0 -100,00
2025-04-21 13F ORG Partners LLC 0 -100,00 0
2025-08-14 13F Jane Street Group, Llc 0 -100,00 0
2025-05-15 13F FSA Wealth Management LLC 0 -100,00 0
2025-07-09 13F Triumph Capital Management 2.089 303
2025-07-30 13F Paul Damon & Associates, Inc. 2.327 0,00 337 29,62
2025-07-21 13F Ntv Asset Management Llc 23.961 297,36 3.472 415,90
2025-04-23 13F Continuum Advisory, LLC 0 -100,00 0 -100,00
2025-08-11 13F Cannon Advisors, Inc. 1.501 218
2025-08-14 13F IHT Wealth Management, LLC 6.834 0,03 990 29,75
2025-07-22 13F Legacy Trust 0 -100,00 0
2025-07-17 13F Janney Montgomery Scott LLC 48.132 2,30 7 20,00
2025-08-11 13F Citigroup Inc 758 0,00 110 29,76
2025-05-15 13F Banque Transatlantique SA 0 -100,00 0
2025-07-24 13F Trust Co Of Toledo Na /oh/ 200 29
2025-08-06 13F First Horizon Advisors, Inc. 300 43
2025-08-12 13F LPL Financial LLC 470.048 20,49 68.115 56,26
2025-08-04 13F Pensionmark Financial Group, Llc 2.337 0,00 339 29,50
2025-08-08 13F Pnc Financial Services Group, Inc. 965 -21,99 140 0,72
2025-08-13 13F VestGen Advisors, LLC 5.681 12,07 823 45,41
2025-04-25 13F New Millennium Group LLC 0 -100,00 0
2025-08-12 13F Global Retirement Partners, LLC 230 -54,64 33 -45,00
2025-07-10 13F Capital Advisory Group Advisory Services, LLC 3.108 0,00 450 29,68
2025-08-06 13F Commonwealth Equity Services, Llc 86.521 -2,49 13 33,33
2025-08-01 13F Belvedere Trading LLC Call 1.500 217
2025-08-12 13F Steward Partners Investment Advisory, Llc 11.626 -14,15 1.685 11,30
2025-07-15 13F Cassia Capital Partners, LLC 64.269 -3,14 9.313 25,61
2025-08-15 13F Puff Wealth Management, Llc 7.054 283,16 268 30,24
2025-07-22 13F Luken Investment Analytics, LLC 565 0,00 82 28,57
2025-07-29 13F Signature Estate & Investment Advisors Llc 11.556 -1,97 1.675 27,11
2025-08-12 13F SRS Capital Advisors, Inc. 4.240 -5,90 614 22,07
2025-08-12 13F Insigneo Advisory Services, Llc 1.577 229
2025-08-14 13F Mariner, LLC 17.029 -10,37 2.468 16,20
2025-07-21 13F Ameritas Advisory Services, LLC 6.747 978
2025-05-15 13F Citadel Advisors Llc 0 -100,00 0
2025-07-23 13F Integris Wealth Management, LLC 1.772 257
2025-07-17 13F City Holding Co 900 0,00 130 30,00
2025-08-11 13F October Effect Ltd 2.736 396
2025-05-01 13F Quest 10 Wealth Builders, Inc. 0 -100,00 0
2025-05-05 13F Transce3nd, LLC 0 -100,00 0
2025-07-17 13F Wolff Wiese Magana Llc 8 0,00 1
2025-08-08 13F Wiser Advisor Group LLC 0 -100,00 0
2025-05-29 13F Apeiron RIA LLC 0 -100,00 0
2025-08-13 13F Northwestern Mutual Wealth Management Co 1.044 36,29 151 77,65
2025-08-01 13F Envestnet Asset Management Inc 45.506 -38,50 6.594 -20,24
2025-08-05 13F GPS Wealth Strategies Group, LLC 384 0,00 56 30,95
2025-08-12 13F Calton & Associates, Inc. 13.503 -7,85 1.957 19,49
2025-08-08 13F Intrua Financial, LLC 2.271 -1,09 329 28,52
2025-08-11 13F Western Wealth Management, LLC 20.569 -1,41 2.981 27,84
2025-08-19 13F Newbridge Financial Services Group, Inc. 150 22
2025-08-14 13F Royal Bank Of Canada 46.696 -9,04 6.766 17,96
2025-08-11 13F/A Purus Wealth Management, LLC 2.117 0,00 307 29,66
2025-05-09 13F GeoWealth Management, LLC 0 -100,00 0
2025-08-19 13F Advisory Services Network, LLC 6.076 -5,75 925 28,33
2025-08-13 13F Smith, Moore & Co. 2.637 -5,11 382 23,23
2025-08-13 13F Advisor Group Holdings, Inc. 23.762 -13,85 2.876 -6,72
2025-07-09 13F Clarus Wealth Advisors 1.474 211
2025-08-14 13F Fmr Llc 3.552 3,35 515 33,85
2025-08-06 13F AE Wealth Management LLC 7.809 196,58 1.132 284,69
2025-04-17 13F Sound Income Strategies, LLC 0 -100,00 0
2025-08-05 13F Simplex Trading, Llc 71 0
2025-08-08 13F Larson Financial Group LLC 367 53
2025-08-15 13F Kestra Advisory Services, LLC 22.103 18,01 3.203 53,06
2025-08-05 13F Carolinas Wealth Consulting Llc 0 -100,00 0 -100,00
2025-08-14 13F Stifel Financial Corp 8.464 6,94 1.227 38,69
2025-08-14 13F CIBC World Markets Inc. 2.413 0,00 350 29,74
2025-07-25 13F Cascade Investment Advisors, Inc. 6.791 0,30 984 30,16
2025-08-04 13F Spire Wealth Management 638 0,00 92 29,58
2025-05-15 13F Pinnacle Family Advisors, LLC 0 -100,00 0
2025-05-15 13F Two Sigma Securities, Llc 0 -100,00 0 -100,00
2025-08-14 13F GWM Advisors LLC 42.669 387,92 6.183 532,86
2025-07-31 13F Richards, Merrill & Peterson, Inc. 0 -100,00 0
2025-07-29 13F Cottonwood Capital Advisors, Llc 2.351 0,00 341 29,77
2025-07-28 13F Smart Portfolios, LLC 2.120 -0,70 307 28,99
2025-08-13 13F Cresset Asset Management, LLC 2.844 0,00 412 29,97
2025-08-14 13F Snowden Capital Advisors LLC 1.916 -9,71 278 16,88
2025-08-07 13F Allworth Financial LP 2.749 0,00 398 24,76
2025-07-29 13F Stratos Wealth Partners, LTD. 2.972 -10,32 431 16,22
2025-07-17 13F Eclectic Associates Inc /adv 10.977 -13,48 1.590 12,14
2025-05-06 13F Alpha Omega Group, Inc. 0 -100,00 0
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 60.332 2,44 9 33,33
2025-08-08 13F SBI Securities Co., Ltd. 75 1,35 11 25,00
2025-07-25 13F Hazlett, Burt & Watson, Inc. 227 238,81 0
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 2.050 0,00 297 29,26
2025-07-31 13F Oppenheimer & Co Inc 2.072 0,00 300 29,87
2025-08-05 13F Sigma Planning Corp 4.738 687
2025-08-15 13F Captrust Financial Advisors 7.953 103,04 1.153 163,62
2025-08-12 13F Country Trust Bank 27 0,00 4 0,00
2025-07-21 13F Keystone Financial Group, Inc. 18 -28,00 3 -33,33
2025-08-12 13F O'shaughnessy Asset Management, Llc 236 -6,72 34 21,43
2025-08-12 13F Jpmorgan Chase & Co 1 -99,98 0 -100,00
2025-08-11 13F Hexagon Capital Partners LLC 0 -100,00 0
2025-08-18 13F Tyler-Stone Wealth Management 2.973 0,03 431 29,52
2025-07-23 13F Indiana Trust & Investment Management CO 99 0,00 14 27,27
2025-08-14 13F Hrt Financial Lp 7.082 231,09 1
2025-07-10 13F Kozak & Associates, Inc. 63 0,00 9 50,00
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 37.326 -3,72 5.802 35,22
2025-07-08 13F Nbc Securities, Inc. 3.265 172,31 0
2025-07-11 13F Kapstone Financial Advisors LLC 1.616 234
2025-07-28 13F Harbour Investments, Inc. 28.684 1,02 4.157 31,02
2025-07-22 13F Accel Wealth Management 1.698 246
2025-08-04 13F Atria Investments Llc 11.927 -8,82 1.728 18,28
2025-08-08 13F Creative Planning 7.363 4,54 1.067 35,45
2025-08-14 13F UBS Group AG 46.057 -22,26 6.674 0,82
2025-08-08 13F Cetera Investment Advisers 88.347 -10,42 12.802 16,18
2025-08-12 13F Jaffetilchin Investment Partners, LLC 4.091 0,02 593 29,54
2025-08-04 13F Integrity Alliance, Llc. 2.836 -73,04 411 -65,11
2025-08-07 13F Commerce Bank 2.200 0,00 319 29,80
2025-07-29 13F Private Trust Co Na 544 4,41 79 34,48
2025-08-14 13F CoreCap Advisors, LLC 192 0,00 28 28,57
2025-04-24 13F Decker Retirement Planning Inc. 0 -100,00 0
2025-08-15 13F Tower Research Capital LLC (TRC) 1 0,00 0
2025-07-22 13F Appleton Partners Inc/ma 1.716 0
2025-08-15 13F CI Private Wealth, LLC 2.786 7,98 404 39,93
2025-07-30 13F Pacific Sun Financial Corp 8.049 0,00 1.166 29,70
2025-08-14 13F Prestige Wealth Management Group LLC 177 0,00 26 31,58
2025-05-14 13F Flow Traders U.s. Llc 0 -100,00 0
2025-07-23 13F Morey & Quinn Wealth Partners, LLC 4.159 -10,69 603 15,77
2025-07-18 13F Truist Financial Corp 31.752 -46,61 4.601 -30,76
2025-08-14 13F Wells Fargo & Company/mn 313.831 9,35 45.477 41,81
2025-08-12 13F Putnam Fl Investment Management Co 1.642 238
2025-08-14 13F Ancora Advisors, LLC 7.813 0,00 1.132 29,67
2025-07-29 13F Chicago Partners Investment Group LLC 19.207 -1,22 2.874 20,00
2025-07-15 13F tru Independence LLC 1.424 206
2025-08-06 13F Golden State Wealth Management, LLC 19.380 -7,94 2.808 19,39
2025-07-30 13F D.a. Davidson & Co. 26.357 -8,00 3.820 19,31
2025-08-13 13F Proactive Wealth Strategies LLC 20.231 -6,92 3 0,00
2025-04-14 13F Lloyd Advisory Services, LLC. 0 -100,00 0
2025-07-24 13F IFP Advisors, Inc 355 0,00 51 30,77
2025-08-13 13F Bernardo Wealth Planning LLC 0 -100,00 0
2025-08-14 13F Raymond James Financial Inc 145.503 19,54 21.085 55,03
2025-08-14 13F Beaird Harris Wealth Management, LLC 274 0,00 40 30,00
2025-07-24 13F Blair William & Co/il 440 -72,12 64 -64,20
2025-08-14 13F/A Perritt Capital Management Inc 0 -100,00 0 -100,00
2025-07-28 13F Rosenberg Matthew Hamilton 86 0,00 12 33,33
2025-07-30 13F Patten Group, Inc. 3.011 -4,87 436 23,51
2025-08-08 13F Avantax Advisory Services, Inc. 2.279 -12,65 330 13,40
2025-08-07 13F Brio Consultants, LLC 0 -100,00 0 -100,00
2025-08-13 13F Capital Analysts, Inc. 70 0,00 0
2025-08-04 13F IFG Advisory, LLC 8.263 42,34 1.197 84,72
2025-08-12 13F Spectrum Wealth Advisory Group, LLC 11.684 -0,49 1.693 29,04
2025-08-14 13F Financial Engines Advisors L.L.C. 1.783 258
2025-07-24 13F Costello Asset Management, INC 543 0,00 79 30,00
2025-07-30 13F Onyx Bridge Wealth Group LLC 16.047 -0,11 2.325 29,53
2025-07-15 13F FLP Wealth Management, LLC 0 -100,00 0
2025-04-23 13F Atala Financial Inc 0 -100,00 0
2025-08-14 13F Susquehanna International Group, Llp 29.188 103,40 4.230 163,82
2025-04-17 13F Grove Bank & Trust 0 -100,00 0
2025-07-15 13F Mather Group, Llc. 0 -100,00 0
2025-08-07 13F PCG Wealth Advisors, LLC 7.995 -1,32 1.159 27,96
2025-08-05 13F Bank of New York Mellon Corp 2.060 -0,05 299 29,57
2025-08-14 13F Benjamin Edwards Inc 4.653 3,03 674 33,73
2025-08-19 13F National Asset Management, Inc. 1.930 -38,52 280 -25,60
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 26.087 -1,63 3.753 26,63
2025-07-23 13F Tcfg Wealth Management, Llc 3.472 -2,44 503 26,70
2025-08-14 13F Moneta Group Investment Advisors Llc 1.403 203
2025-07-28 13F BRYN MAWR TRUST Co 350 0,00 51 28,21
2025-08-14 13F Goldman Sachs Group Inc 0 -100,00 0
2025-08-18 13F Hershey Financial Advisers, LLC 3.082 447
2025-08-14 13F Mml Investors Services, Llc 7.949 64,07 1
2025-08-14 13F Two Sigma Investments, Lp 4.070 590
2025-08-08 13F Accredited Investors Inc. 2.649 0,00 384 29,83
2025-07-25 13F Cwm, Llc 2.189 -0,36 0
2025-05-12 13F Sandy Spring Bank 400 0,00 45 -6,38
2025-08-13 13F StoneX Group Inc. 2.308 -10,99 334 15,57
2025-05-07 13F Bellwether Advisors, LLC 0 -100,00 0
2025-05-12 13F Independent Advisor Alliance 0 -100,00 0
2025-08-04 13F Impact Partnership Wealth, LLC 7.030 -36,95 1.019 -18,23
2025-08-12 13F Concentrum Wealth Management 5.507 0,00 798 29,76
2025-08-04 13F Assetmark, Inc 410 -14,41 59 11,32
2025-08-12 13F Ameritas Investment Partners, Inc. 95 0,00 14 30,00
2025-08-14 13F Ameriprise Financial Inc 36.558 -9,56 5.299 16,62
2025-08-14 13F Money Concepts Capital Corp 2.395 0,00 347 29,96
2025-08-14 13F Bnp Paribas Arbitrage, Sa 0 -100,00 0
2025-07-07 13F Investors Research Corp 6.100 0,00 884 29,66
2025-08-12 13F Proequities, Inc. 0 0
2025-04-21 13F Ronald Blue Trust, Inc. 0 -100,00 0
2025-07-07 13F Global Wealth Strategies & Associates 1 0,00 0
2025-08-08 13F Comprehensive Financial Planning, Inc./PA 6.849 993
2025-07-11 13F Farther Finance Advisors, LLC 831 0,00 120 27,66
2025-07-21 13F DHJJ Financial Advisors, Ltd. 6 0,00 1
2025-08-07 13F Midwest Trust Co 1.427 207
2025-08-14 13F Colony Group, LLC 4.215 4,98 611 36,16
2025-08-05 13F Arrowroot Family Office, LLC 1.855 0,00 269 21,27
2025-08-13 13F Baird Financial Group, Inc. 10.457 6,35 1.515 37,98
2025-08-06 13F Prospera Financial Services Inc 5.062 3,14 734 33,70
2025-07-07 13F RDA Financial Network 5.237 0,00 759 29,57
2025-08-14 13F Bank Of America Corp /de/ 113.370 -18,29 16.428 5,97
2025-08-14 13F Diversify Advisory Services, LLC 0 -100,00 0
2025-08-11 13F Principal Securities, Inc. 216 -33,13 31 -18,42
2025-04-21 13F Envestnet Portfolio Solutions, Inc. 0 -100,00 0
2025-07-18 13F Pure Financial Advisors, Inc. 2.580 2,79 374 33,21
2025-08-07 13F Private Advisory Group LLC 0 -100,00 0
2025-08-14 13F Synovus Financial Corp 2.003 0,00 290 30,04
2025-05-14 13F Caitlin John, LLC 0 -100,00 0
2025-08-13 13F Congress Wealth Management LLC / DE / 98.905 0,27 14.332 30,01
2025-08-15 13F Equitable Holdings, Inc. 2.567 -4,93 372 23,26
2025-08-06 13F Atlantic Union Bankshares Corp 400 58
2025-08-15 13F Morgan Stanley 580.027 -1,28 84.052 28,03
2025-08-11 13F HighTower Advisors, LLC 27.945 -1,16 4.049 28,17
2025-08-05 13F Atlas Private Wealth Advisors 5.469 -1,92 792 27,13
2025-08-05 13F Bank Of Montreal /can/ 950 0,00 138 29,25
2025-07-25 13F Concurrent Investment Advisors, LLC 5.681 13,87 823 47,76
2025-08-12 13F MAI Capital Management 70 -14,63 10 11,11
2025-05-13 13F EverSource Wealth Advisors, LLC 0 -100,00 0
2025-07-09 13F Dynamic Advisor Solutions LLC 1.412 205
2025-07-15 13F BKA Wealth Consulting, Inc. 3.538 0,74 513 30,61
2025-08-08 13F Good Life Advisors, LLC 17.642 -22,32 2.556 0,75
2025-04-30 13F Pineridge Advisors LLC 0 -100,00 0
2025-08-11 13F Private Advisor Group, LLC 15.829 0,44 2.294 30,28
2025-04-23 13F Valmark Advisers, Inc. 0 -100,00 0
2025-05-09 13F Pathway Financial Advisers, LLC 0 -100,00 0
Other Listings
US:FPX 151,11 $
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