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
InstitutionAncora Advisors, LLC
Latest Disclosed Ownership6,500 shares
Latest Disclosed Value $ 1,032,312
Ancora Advisors, LLC reports 4.84% increase in ownership of FPX / First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF

On May 15, 2026 - Ancora Advisors, LLC filed a 13F-HR form disclosing ownership of 6,500 shares of First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF (MX:FPX) valued at $1,032,312 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 6,200 shares of First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF. This represents a change in shares of 4.84% 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.

Upgrade to unlock premium data and export to Excel .

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 TR IPOX INDEX FD SHS INDX FD 336920103 6,500 300 4.84 1,032 1.78 0.0220
2026-02-17 2025-12-31 13F FIRST TR IPOX INDEX FD SHS INDX FD 336920103 6,200 0 0.00 1,014 -1.55 0.0209
2025-11-14 2025-09-30 13F FIRST TR EXCHANGE-TRADED FD INDX FD 336920103 6,200 -1,613 -20.65 1,030 -9.01 0.0206
2025-08-14 2025-06-30 13F FIRST TR EXCHANGE-TRADED FD INDX FD 336920103 7,813 0 0.00 1,132 29.67 0.0235
2025-05-15 2025-03-31 13F FIRST TR EXCHANGE-TRADED FD INDX FD 336920103 7,813 0 0.00 873 -6.43 0.0195
2025-02-14 2024-12-31 13F FIRST TR EXCHANGE-TRADED FD INDX FD 336920103 7,813 -188 -2.35 934 5.90 0.0208
2024-11-14 2024-09-30 13F FIRST TR EXCHANGE-TRADED FD INDX FD 336920103 8,001 -94 -1.16 882 9.58 0.0201
2024-08-14 2024-06-30 13F FIRST TR EXCHANGE-TRADED FD INDX FD 336920103 8,095 -210 -2.53 804 -8.43 0.0199
2024-05-16 2024-03-31 13F FIRST TR EXCHANGE-TRADED FD INDX FD 336920103 8,305 -305 -3.54 879 6.42 0.0200
2024-02-14 2023-12-31 13F FIRST TR EXCHANGE TRADED FD INDX FD 336920103 8,610 -715 -7.67 826 5.36 0.0194
2023-11-14 2023-09-30 13F FIRST TR EXCHANGE TRADED FD INDX FD 336920103 9,325 0 0.00 783 -4.74 0.0208
2023-08-14 2023-06-30 13F FIRST TR EXCHANGE TRADED FD INDX FD 336920103 9,325 0 0.00 822 4.98 0.0216
2023-05-16 2023-03-31 13F FIRST TR EXCHANGE TRADED FD INDX FD 336920103 9,325 -58 -0.62 784 6.10 0.0222
2023-02-14 2022-12-31 13F FIRST TR EXCHANGE TRADED FD INDX FD 336920103 9,383 -34 -0.36 738 -3.28 0.0213
2022-11-14 2022-09-30 13F FIRST TR EXCHANGE TRADED FD INDX FD 336920103 9,417 -200 -2.08 763 -3.42 0.0236
2022-08-15 2022-06-30 13F FIRST TR EXCHANGE TRADED FD INDX FD 336920103 9,617 0 0.00 790 -24.69 0.0223
2022-05-16 2022-03-31 13F/A-1 FIRST TR EXCHANGE TRADED FD INDX FD 336920103 9,617 -504 -4.98 1,049 -15.40 0.0255
2022-05-13 2022-03-31 13F FIRST TR IPOX INDEX FD SHS INDX FD 336920103 9,846 -275 1,173 0.0202
2022-02-14 2021-12-31 13F FIRST TR EXCHANGE TRADED FD INDX FD 336920103 10,121 275 2.79 1,240 2.06 0.0294
2021-11-15 2021-09-30 13F FIRST TR EXCHANGE TRADED FD INDX FD 336920103 9,846 -140 -1.40 1,215 -4.56 0.0314
2021-11-12 2021-06-30 13F/A-1 FIRST TR EXCHANGE TRADED FD INDX FD 336920103 9,986 140 1.42 1,273 8.53 0.0333
2021-08-13 2021-06-30 13F FIRST TR EXCHANGE TRADED FD INDX FD 336920103 9,986 140 1,273 0.0333
2021-11-12 2021-03-31 13F/A-1 FIRST TR IPOX INDEX FD SHS INDX FD 336920103 9,846 -587 -5.63 1,173 -4.94 0.0324
2021-05-14 2021-03-31 13F FIRST TR IPOX INDEX FD SHS INDX FD 336920103 9,846 -587 1,173 0.0324
2021-11-12 2020-12-31 13F/A-1 FIRST TR EXCHANGE TRADED FD INDX FD 336920103 10,433 775 8.02 1,234 32.26 0.0398
2021-02-12 2020-12-31 13F FIRST TR EXCHANGE TRADED FD INDX FD 336920103 10,433 775 1,234 0.0398
2021-11-12 2020-09-30 13F/A-1 FIRST TR EXCHANGE TRADED FD INDX FD 336920103 9,658 -100 -1.02 933 14.06 0.0371
2020-11-13 2020-09-30 13F FIRST TR EXCHANGE TRADED FD INDX FD 336920103 9,658 -100 933 0.0371
2021-11-12 2020-06-30 13F/A-1 FIRST TR EXCHANGE TRADED FD INDX FD 336920103 9,758 -1,105 -10.17 818 19.59 0.0342
2020-08-14 2020-06-30 13F FIRST TR EXCHANGE TRADED FD INDX FD 336920103 9,758 -1,105 818 0.0342
2021-11-12 2020-03-31 13F/A-1 FIRST TR EXCHANGE TRADED FD INDX FD 336920103 10,863 -1,112 -9.29 684 -28.90 0.0316
2020-05-14 2020-03-31 13F FIRST TR EXCHANGE TRADED FD INDX FD 336920103 10,863 -1,112 684 0.0316
2020-02-14 2019-12-31 13F FIRST TR EXCHANGE TRADED FD INDX FD 336920103 11,975 0 0.00 962 5.95 0.0358
2019-11-19 2019-09-30 13F/A-2 FIRST TR EXCHANGE TRADED FD INDX FD 336920103 11,975 0 0.00 908 -2.68 0.0396
2019-11-18 2019-09-30 13F/A-1 FIRST TR EXCHANGE TRADED FD INDX FD 336920103 11,975 0 908 0.0396
2019-11-14 2019-09-30 13F FIRST TR EXCHANGE TRADED FD INDX FD 336920103 11,975 0 908 0.0398
2019-11-14 2019-06-30 13F/A-1 FIRST TR EXCHANGE TRADED FD INDX FD 336920103 11,975 -132 -1.09 933 2.87 0.0418
2019-08-12 2019-06-30 13F FIRST TR EXCHANGE TRADED FD INDX FD 336920103 11,975 -132 933 38,536.9188
2019-11-14 2019-03-31 13F/A-1 FIRST TR EXCHANGE TRADED FD INDX FD 336920103 12,107 -1,889 -13.50 907 4.49 0.0412
2019-05-15 2019-03-31 13F FIRST TR EXCHANGE TRADED FD INDX FD 336920103 12,107 -1,889 907 37,784.1885
2019-11-14 2018-12-31 13F/A-1 FIRST TR EXCHANGE TRADED FD INDX FD 336920103 13,996 -1,642 -10.50 868 -25.30 0.0417
2019-02-14 2018-12-31 13F FIRST TR EXCHANGE TRADED FD INDX FD 336920103 13,996 -1,642 868
2018-11-13 2018-09-30 13F FIRST TR EXCHANGE TRADED FD INDX FD 336920103 15,638 0 0.00 1,162 4.03 0.0448
2018-08-10 2018-06-30 13F FIRST TR EXCHANGE TRADED FD INDX FD 336920103 15,638 -300 -1.88 1,117 2.20 0.0485
2018-05-15 2018-03-31 13F FIRST TR IPOX INDEX FD SHS INDX FD 336920103 15,938 0 0.00 1,093 0.55 0.0492
2018-02-14 2017-12-31 13F FIRST TR EXCHANGE TRADED FD INDX FD 336920103 15,938 -100 -0.62 1,087 6.15 0.0580
2017-11-14 2017-09-30 13F FIRST TR EXCHANGE TRADED FD INDX FD 336920103 16,038 -250 -1.53 1,024 5.24 0.0594
2017-08-14 2017-06-30 13F FIRST TR EXCHANGE TRADED FD INDX FD 336920103 16,288 -309 -1.86 973 2.21 0.0630
2017-05-15 2017-03-31 13F FIRST TR EXCHANGE TRADED FD INDX FD 336920103 16,597 0 0.00 952 6.01 0.0645
2017-02-14 2016-12-31 13F FIRST TR EXCHANGE TRADED FD INDX FD 336920103 16,597 309 1.90 898 1.58 0.0655
2016-11-14 2016-09-30 13F FIRST TR US IPO INDEX FD INDX FD 336920103 16,288 -1,159 -6.64 884 0.34 0.0895
2016-08-11 2016-06-30 13F FIRST TR US IPO INDEX FD INDX FD 336920103 17,447 -1,252 -6.70 881 -5.88 0.1025
2016-05-13 2016-03-31 13F FIRST TR US IPO INDEX FD INDX FD 336920103 18,699 -3,636 -16.28 936 -18.04 0.1150
2016-02-12 2015-12-31 13F/A FIRST TR US IPO INDEX FD INDX FD 336920103 22,335 -344 -1.52 1,142 3.44 0.1461
2016-02-11 2015-12-31 13F FIRST TR US IPO INDEX FD INDX FD 336920103 21,667 -1,012 1,090 0.1432
2015-10-30 2015-09-30 13F FIRST TR US IPO INDEX FD INDX FD 336920103 22,679 1,229 5.73 1,104 -5.64 0.1421
2015-07-30 2015-06-30 13F FIRST TR US IPO INDEX FD INDX FD 336920103 21,450 21,450 0.00 1,170 4.19 0.1374
2015-05-15 2015-03-31 13F/A-1 FIRST TR IPOX INDEX FD SHS INDX FD 336920103 0 -21,067 -100.00 1,123 6.04 0.1374
2015-05-15 2015-03-31 13F FIRST TR IPOX INDEX FD SHS INDX FD 336920103 0 1,123
2015-02-11 2014-12-31 13F/A-1 FIRST TR IPOX INDEX FD SHS INDX FD 336920103 21,067 813 4.01 1,059 8.73 0.1292
2015-02-11 2014-12-31 13F FIRST TR IPOX INDEX FD SHS INDX FD 336920103 21,067 813 1,059 0.1292
2014-11-07 2014-09-30 13F FIRST TR IPOX INDEX FD SHS INDX FD 336920103 20,254 -238 -1.16 974 -1.22 0.1249
2014-07-31 2014-06-30 13F FIRST TR IPOX INDEX FD SHS INDX FD 336920103 20,492 802 4.07 986 9.07 0.1277
2014-05-13 2014-03-31 13F FIRST TR IPOX INDEX FD SHS INDX FD 336920103 19,690 8,730 79.65 904 81.89 0.1278
2014-02-07 2013-12-31 13F FIRST TR IPOX INDEX FD SHS INDX FD 336920103 10,960 10,960 497 0.0750
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.