Stock ownership · SEC 13F · Q3 2025

FIRST TRUST US EQUITY OPPORT

Name: FIRST TRUST US EQUITY OPPORT - Institutional Ownership (SEC 13F)
Creator: U.S. Securities and Exchange Commission
Published: 2025-09-30
License: https://creativecommons.org/publicdomain/zero/1.0/

A breakdown of FIRST TRUST US EQUITY OPPORT's institutional base (CUSIP 336920103): the holders, the concentration among them, and what changed last quarter.

Compiled by PlainFundData, Institutional Ownership Editorial Process · May 16, 2026

$618K
Reported value: 2
Institutions: 100%
Top-5 share

The verdict

$618K of FIRST TRUST US EQUITY OPPORT is reported by 2 institutions as of Q3 2025; ownership is held overwhelmingly by a small core of institutions.

2
institutions hold it: $618K
reported 13F value: 100%
held by top 5

Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 336920103 · Q3 2025 $1M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-LIGHT · BOOK-MID

VALUE-TRACE $0.6M
HOLDERS-FOCUS 2 filers
CONC-DOM 100% top-5
PHOTO-UNK No peer
ACTIVITY-LIGHT 2 new
BOOK-MID 5Q history

Read with: Ownership concentration guide - FIRST TRUST US EQUITY OPPORT's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Institutional ownership over time

The number of institutions reporting a FIRST TRUST US EQUITY OPPORT position has risen from 1 to 2 over the last 5 quarters of 13F filings.

Distinct 13F filers holding FIRST TRUST US EQUITY OPPORT, by quarter

Top Institutional Holders

#	Institution	Shares	Value	Share of reported
1	TCFG WEALTH MANAGEMENT, LLC	3,375	$561K	90.8%
2	JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM)	342	$57K	9.2%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among FIRST TRUST US EQUITY OPPORT's reported holders for Q3 2025, by reported value:

Sole discretion (SOLE)

90.8%

Shared-other discretion (OTR)

9.2%

Latest Quarter Activity · Q3 2025

New positions (2)

TCFG WEALTH MANAGEMENT, LLC $561K

JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) $57K

Frequently Asked Questions

How many institutions hold FIRST TRUST US EQUITY OPPORT?▼

FIRST TRUST US EQUITY OPPORT is held by 2 institutional investors per the latest SEC Form 13F filings as of Q3 2025.

What is the total institutional value of FIRST TRUST US EQUITY OPPORT?▼

Institutions report $618K of FIRST TRUST US EQUITY OPPORT as of Q3 2025.

How concentrated is ownership of FIRST TRUST US EQUITY OPPORT?▼

The top five institutional holders account for 100% of the reported institutional value in FIRST TRUST US EQUITY OPPORT, making ownership held overwhelmingly by a small core of institutions.

Who is the largest institutional holder of FIRST TRUST US EQUITY OPPORT?▼

TCFG WEALTH MANAGEMENT, LLC is the largest reported holder of FIRST TRUST US EQUITY OPPORT with $561K across 3,375 shares as of Q3 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 Accessed 2026-09-21 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.