FPX

First Trust Us Equity Opport

Latest period2026 - Q1Total superinvestors210

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2025-Q4 and 2026-Q1. According to the most recent SEC 13F filing, 210 superinvestors own shares of First Trust Us Equity Opport (FPX), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding First Trust Us Equity Opport (FPX), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with First Trust Us Equity Opport (FPX) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with First Trust Us Equity Opport (FPX) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

SuperinvestorPortfolio %Reported Value
Claire Gordon@Morgan Stanley
Recent Activity
Decreased -8.3%
0.01%
$95.779M
603,103 shares@ 158.82 avg price
Kirk Evangeliou@Lpl Financial Llc
Recent Activity
Decreased -8.41%
0.02%
$67.311M
423,848 shares@ 158.82 avg price
Patricia Arce@Wells Fargo & Company Mn
Recent Activity
Decreased -1.7%
0.02%
$53.197M
334,974 shares@ 158.82 avg price
Andres Ortiz@Bank Of America Corp De
Recent Activity
Increased 43.34%
0.01%
$32.435M
204,237 shares@ 158.82 avg price
Rachel Jacobson@Raymond James Financial Inc
Recent Activity
Decreased -5.19%
0.01%
$28.53M
179,649 shares@ 158.82 avg price
Terry Fallon@Royal Bank Of Canada
Recent Activity
Increased 57.67%
0.01%
$17.941M
112,977 shares@ 158.81 avg price
Kyle R. Bubeck@Systelligence, Llc
Recent Activity
Decreased -7.7%
3.15%
$16.186M
101,920 shares@ 158.81 avg price
Shawn Mihal@Osaic Holdings, Inc.
Recent Activity
Decreased -8.32%
0.03%
$14.507M
91,342 shares@ 158.83 avg price
Kristy Haley@Cetera Investment Advisers
Recent Activity
Increased 3.62%
0.02%
$13.767M
86,687 shares@ 158.82 avg price
Brandon Zatopek@Commonwealth Equity Services, Llc
Recent Activity
Decreased -6.26%
0.02%
$13.245M
83,399 shares@ 158.81 avg price

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