As of the latest SEC filings, FIRST TRUST US EQUITY OPPORTUN (FPX) is held by 6 institutional funds. The largest fund shareholder is The E-Valuator Aggressive Growth (85%-99%) RMS Fund (EVAGX), holding an estimated $6,706,863.92 in market value, representing 2.87% of its portfolio.
Funds holding FIRST TRUST US EQUITY OPPORTUN (FPX)
Source: SEC Form N-PORT institutional portfolio disclosures
- Ticker:
- FPX
- CIK:
| Fund | Type | Manager | Weight | Market Value | Shares |
Report Date
|
Filing Date
|
|---|---|---|---|---|---|---|---|
|
EVAGX
The E-Valuator Aggressive Growth (85%-99%) RMS Fund
|
MF | Independent / Boutique | 2.87% | $6,706,863.92 | 42,232 | Mar 31, 2026 | May 26, 2026 |
|
EVGLX
The E-Valuator Growth (70%-85%) RMS Fund
|
MF | Independent / Boutique | 2.31% | $5,808,158.13 | 36,573 | Mar 31, 2026 | May 26, 2026 |
|
EVMLX
The E-Valuator Moderate (50%-70%) RMS Fund
|
MF | Independent / Boutique | 1.95% | $2,831,264.68 | 17,828 | Mar 31, 2026 | May 26, 2026 |
|
EVTTX
The E-Valuator Conservative/Moderate (30%-50%) RMS Fund
|
MF | Independent / Boutique | 1.15% | $370,027.30 | 2,330 | Mar 31, 2026 | May 26, 2026 |
|
EVCLX
The E-Valuator Conservative (15%-30%) RMS Fund
|
MF | Independent / Boutique | 0.64% | $306,503.30 | 1,930 | Mar 31, 2026 | May 26, 2026 |
|
EVVLX
The E-Valuator Very Conservative (0%-15%) RMS Fund
|
MF | Independent / Boutique | 0.76% | $163,097.87 | 1,027 | Mar 31, 2026 | May 26, 2026 |
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