First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF
MX ˙ BMV ˙ US3369201039
SecurityMX:FPX / First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF
InstitutionAmeriprise Financial Inc
Latest Disclosed Ownership52,603 shares
Latest Disclosed Value $ 8,352,933
Ameriprise Financial Inc reports 18.32% increase in ownership of FPX / First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF

On May 15, 2026 - Ameriprise Financial Inc filed a 13F-HR form disclosing ownership of 52,603 shares of First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF (MX:FPX) valued at $8,352,933 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 44,458 shares of First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF. This represents a change in shares of 18.32% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F FIRST TRUST US EQUITY OPPORT COM 336920103 52,603 8,145 18.32 8,353 14.68 0.0004
2026-02-17 2025-12-31 13F FIRST TRUST US EQUITY OPPORT COM 336920103 44,458 9,563 27.41 7,283 25.61 0.0016
2025-11-14 2025-09-30 13F FIRST TRUST US EQUITY OPPORT COM 336920103 34,895 -1,663 -4.55 5,798 9.44 0.0013
2025-08-14 2025-06-30 13F FIRST TRUST US EQUITY OPPORT COM 336920103 36,558 -3,865 -9.56 5,299 16.62 0.0013
2025-05-14 2025-03-31 13F FIRST TRUST US EQUITY OPPORT COM 336920103 40,423 -9,337 -18.76 4,543 -23.67 0.0012
2025-02-14 2024-12-31 13F FIRST TRUST US EQUITY OPPORT COM 336920103 49,760 -10,286 -17.13 5,953 -10.04 0.0015
2024-11-14 2024-09-30 13F FIRST TRUST US EQUITY OPPORT COM 336920103 60,046 -354 -0.59 6,617 10.27 0.0017
2024-08-14 2024-06-30 13F FIRST TRUST US EQUITY OPPORT COM 336920103 60,400 -6,626 -9.89 6,000 -15.45 0.0016
2024-05-15 2024-03-31 13F FIRST TRUST US EQUITY OPPORT COM 336920103 67,026 -9,279 -12.16 7,096 -2.91 0.0020
2024-02-14 2023-12-31 13F FIRST TRUST US EQUITY OPPORT COM 336920103 76,305 -8,366 -9.88 7,310 2.80 0.0022
2023-11-14 2023-09-30 13F FIRST TRUST US EQUITY OPPORT COM 336920103 84,671 -1,698 -1.97 7,110 -6.63 0.0023
2023-08-14 2023-06-30 13F FIRST TRUST US EQUITY OPPORT COM 336920103 86,369 -2,980 -3.34 7,615 1.48 0.0024
2023-05-22 2023-03-31 13F/A-1 FIRST TRUST US EQUITY OPPORT COM 336920103 89,349 -24,564 -21.56 7,505 -16.45 0.0025
2023-05-15 2023-03-31 13F FIRST TRUST MORN DVD LEAD IN COM 336920103 89,349 -24,564 7,505 0.0005
2023-02-14 2022-12-31 13F FIRST TRUST US EQUITY OPPORT COM 336920103 113,913 -9,765 -7.90 8,981 -10.38 0.0031
2022-11-14 2022-09-30 13F FIRST TRUST US EQUITY OPPORT COM 336920103 123,678 -32,730 -20.93 10,021 -21.91 0.0037
2022-08-15 2022-06-30 13F FIRST TRUST US EQUITY OPPORT COM 336920103 156,408 -16,284 -9.43 12,833 -31.88 0.0045
2022-05-16 2022-03-31 13F FIRST TRUST US EQUITY OPPORT COM 336920103 172,692 17,221 11.08 18,839 -1.00 0.0056
2022-02-14 2021-12-31 13F FIRST TRUST US EQUITY OPPORT COM 336920103 155,471 -30,032 -16.19 19,030 -16.91 0.0053
2021-11-15 2021-09-30 13F FIRST TRUST US EQUITY OPPORT COM 336920103 185,503 13,329 7.74 22,903 4.46 0.0073
2021-08-16 2021-06-30 13F FIRST TRUST US EQUITY OPPORT COM 336920103 172,174 40,030 30.29 21,926 38.85 0.0068
2021-05-17 2021-03-31 13F FIRST TRUST US EQUITY OPPORT COM 336920103 132,144 9,257 7.53 15,791 8.60 0.0052
2021-02-12 2020-12-31 13F FIRST TRUST US EQUITY OPPORT COM 336920103 122,887 5,351 4.55 14,541 27.81 0.0052
2020-11-16 2020-09-30 13F FIRST TRUST US EQUITY OPPORT COM 336920103 117,536 -30,950 -20.84 11,377 -8.57 0.0046
2020-08-14 2020-06-30 13F FIRST TRUST US EQUITY OPPORT COM 336920103 148,486 -46,956 -24.03 12,443 1.06 0.0053
2020-05-15 2020-03-31 13F FIRST TRUST US EQUITY OPPORT COM 336920103 195,442 11,345 6.16 12,313 -15.36 0.0065
2020-02-14 2019-12-31 13F FIRST TRUST US EQUITY OPPORT COM 336920103 184,097 27,504 17.56 14,548 22.89 0.0060
2019-11-14 2019-09-30 13F FIRST TRUST US EQUITY OPPORT COM 336920103 156,593 19,238 14.01 11,838 10.61 0.0053
2019-08-14 2019-06-30 13F FIRST TRUST US EQUITY OPPORT COM 336920103 137,355 -1,460 -1.05 10,702 2.94 0.0048
2019-05-15 2019-03-31 13F FIRST TRUST US EQUITY OPPORT COM 336920103 138,815 -19,011 -12.05 10,396 5.91 0.0048
2019-02-14 2018-12-31 13F FIRST TRUST US EQUITY OPPORT COM 336920103 157,826 33,114 26.55 9,816 6.56 0.0049
2018-11-14 2018-09-30 13F FIRST TR US IPO INDE COM 336920103 124,712 -122 -0.10 9,212 2.19 0.0032
2018-08-14 2018-06-30 13F FIRST TRUST US EQUITY OPPORT COM 336920103 124,834 1,549 1.26 9,015 6.37 0.0040
2018-05-14 2018-03-31 13F FIRST TRUST US EQUITY OPPORT COM 336920103 123,285 25,646 26.27 8,475 27.19 0.0038
2018-02-12 2017-12-31 13F FIRST TRUST US EQUITY OPPORT COM 336920103 97,639 5,214 5.64 6,663 12.61 0.0030
2017-11-07 2017-09-30 13F FIRST TRUST US EQUITY OPPORT COM 336920103 92,425 5,168 5.92 5,917 11.47 0.0028
2017-08-10 2017-06-30 13F FIRST TRUST US EQUITY OPPORT COM 336920103 87,257 -708 -0.80 5,308 5.00 0.0027
2017-05-05 2017-03-31 13F FIRST TRUST US EQUITY OPPORT COM 336920103 87,965 14,573 19.86 5,055 27.23 0.0026
2017-02-03 2016-12-31 13F FIRST TRUST US EQUITY OPPORT COM 336920103 73,392 10,401 16.51 3,973 16.07 0.0022
2016-11-08 2016-09-30 13F FIRST TRUST US IPO INDEX FUN COM 336920103 62,991 708 1.14 3,423 8.94 0.0019
2016-08-08 2016-06-30 13F FIRST TRUST US IPO INDEX FUN COM 336920103 62,283 25,871 71.05 3,142 71.41 0.0018
2016-05-12 2016-03-31 13F FIRST TRUST US IPO INDEX FUN COM 336920103 36,412 -130,001 -78.12 1,833 -78.46 0.0011
2016-02-11 2015-12-31 13F FIRST TRUST US IPO INDEX FUN COM 336920103 166,413 34,313 25.98 8,509 32.29 0.0050
2015-11-12 2015-09-30 13F FIRST TRUST US IPO INDEX FUN COM 336920103 132,100 35,094 36.18 6,432 21.36 0.0040
2015-08-13 2015-06-30 13F FIRST TRUST US IPO INDEX FUN COM 336920103 97,006 11,060 12.87 5,300 14.57 0.0030
2015-05-14 2015-03-31 13F FIRST TRUST US IPO INDEX FUN COM 336920103 85,946 4,443 5.45 4,626 12.86 0.0027
2015-02-13 2014-12-31 13F FIRST TRUST US IPO INDEX FUN COM 336920103 81,503 -3,384 -3.99 4,099 0.42 0.0024
2014-11-14 2014-09-30 13F FIRST TRUST US IPO INDEX FUN COM 336920103 84,887 3,430 4.21 4,082 5.26 0.0025
2014-08-13 2014-06-30 13F FIRST TRUST US IPO INDEX FUN COM 336920103 81,457 14,274 21.25 3,878 25.79 0.0023
2014-05-14 2014-03-31 13F FIRST TRUST US IPO INDEX FUN COM 336920103 67,183 63,071 1,533.83 3,083 1,548.66 0.0019
2014-02-14 2013-12-31 13F FIRST TRUST US IPO INDEX FUN COM 336920103 4,112 1,921 87.68 187 107.78 0.0001
2013-11-14 2013-09-30 13F FIRST TRUST COM 336920103 2,191 2,150 5,243.90 90 8,900.00 0.0001
2013-08-14 2013-06-30 13F FIRST TRUST COM 336920103 41 41 1 0.0000
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.