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
InstitutionFirst Heartland Consultants, Inc.
Latest Disclosed Ownership1,582 shares
Latest Disclosed Value $ 251,237
First Heartland Consultants, Inc. reports 25.36% increase in ownership of FPX / First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF

On April 8, 2026 - First Heartland Consultants, Inc. filed a 13F-HR form disclosing ownership of 1,582 shares of First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF (MX:FPX) valued at $251,237 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 1,262 shares of First Trust Exchange-Traded Fund - First Trust US Equity Opportunities ETF. This represents a change in shares of 25.36% 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)
2026-04-08 2026-03-31 13F FIRST TR EXCHANGE-TRADED FD US EQTY OPPT ETF 336920103 1,582 320 25.36 251 21.84 0.0192
2026-01-09 2025-12-31 13F FIRST TR EXCHANGE-TRADED FD US EQTY OPPT ETF 336920103 1,262 1,262 206 0.0156
2022-07-12 2022-06-30 13F FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 0 -2,069 -100.00 0 -100.00
2022-04-21 2022-03-31 13F FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 2,069 -775 -27.25 225 -35.34 0.0349
2022-02-11 2021-12-31 13F FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 2,844 42 1.50 348 0.58 0.0133
2021-11-15 2021-09-30 13F FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 2,802 215 8.31 346 4.85 0.0526
2021-08-16 2021-06-30 13F FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 2,587 -140 -5.13 330 1.54 0.0500
2021-05-17 2021-03-31 13F FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 2,727 700 34.53 325 35.42 0.0516
2021-01-29 2020-12-31 13F FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 2,027 -120 -5.59 240 15.94 0.0399
2020-10-21 2020-09-30 13F FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 2,147 -431 -16.72 207 -4.17 0.0392
2020-07-16 2020-06-30 13F FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 2,578 2,578 216 0.0426
2020-02-13 2019-12-31 13F FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 0 -5,985 -100.00 0 -100.00
2019-11-18 2019-09-30 13F FIRST TR EXCHANGE TRADED FD US EQTY OPPT ETF 336920103 5,985 5,985 454 0.0974
2017-07-26 2017-06-30 13F FIRST TR US IPO INDEX FD SHS 336920103 0 -6,135 -100.00 0 -100.00
2017-05-12 2017-03-31 13F FIRST TR US IPO INDEX FD SHS 336920103 6,135 -949 -13.40 352 -8.09 0.0982
2017-02-16 2016-12-31 13F FIRST TR US IPO INDEX FD SHS 336920103 7,084 -3,203 -31.14 383 -31.48 0.1162
2016-11-23 2016-09-30 13F FIRST TR US IPO INDEX FD SHS 336920103 10,287 34 0.33 559 7.92 0.1623
2016-08-12 2016-06-30 13F FIRST TR US IPO INDEX FD SHS 336920103 10,253 -980 -8.72 518 -7.83 0.0568
2016-05-10 2016-03-31 13F FIRST TR US IPO INDEX FD SHS 336920103 11,233 25 0.22 562 -1.92 0.2137
2016-02-05 2015-12-31 13F FIRST TR US IPO INDEX FD SHS 336920103 11,208 42 0.38 573 5.33 0.2175
2015-11-12 2015-09-30 13F FIRST TR US IPO INDEX FD SHS 336920103 11,166 189 1.72 544 -9.18 0.2272
2015-07-28 2015-06-30 13F FIRST TR US IPO INDEX FD SHS 336920103 10,977 5,252 91.74 599 94.48 0.1630
2015-04-24 2015-03-31 13F FIRST TR US IPO INDEX FD SHS 336920103 5,725 5,725 8,319.12 308 15,300.00 0.1174
2013-11-14 2013-09-30 13F FIRST TR US IPO INDEX FD SHS 336920103 0 -68 -100.00 0 -100.00
2013-08-13 2013-06-30 13F FIRST TR US IPO INDEX FD SHS 336920103 68 68 2 0.0012
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.