FPX icon

First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

173 hedge funds and large institutions have $450M invested in First Trust US Equity Opportunities ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 40 increasing their positions, 58 reducing their positions, and 14 closing their positions.

Holders
173
Holders Change
+12
Holders Change %
+7.45%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
29
Increased
40
Reduced
58
Closed
14
Calls
$231K
Puts
–
Net Calls
+$231K
Net Calls Change
+$198K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$68.1M
2
NA
2
NewEdge Advisors
Louisiana
$6.18M
3
Wells Fargo
3
Wells Fargo
California
$45.5M
4
Raymond James Financial
4
Raymond James Financial
Florida
$21.1M
5
NAM
5
NTV Asset Management
West Virginia
$3.47M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$0
2
BWP
2
Bernardo Wealth Planning
Pennsylvania
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$6.59M
4
Truist Financial
4
Truist Financial
North Carolina
$4.6M
5
Bank of America
5
Bank of America
North Carolina
$16.4M
Name Market Value Shares Shares
Change 		Shares
Change %
PWS
26
Proactive Wealth Strategies
Georgia
$2.93M 20,231 -1,503 -7%
Osaic Holdings
27
Osaic Holdings
Arizona
$2.88M 23,762 -3,819 -14%
CPIG
28
Chicago Partners Investment Group
Illinois
$2.87M 19,207 -237 -1%
GSWM
29
Golden State Wealth Management
California
$2.81M 19,380 -1,671 -8%
GLA
30
Good Life Advisors
Pennsylvania
$2.56M 17,642 -5,068 -22%
Mariner
31
Mariner
Kansas
$2.47M 17,029 -1,971 -10%
OBWG
32
Onyx Bridge Wealth Group
New York
$2.33M 16,047 -18 -0.1%
PAG
33
Private Advisor Group
New Jersey
$2.29M 15,829 +70 +0.4%
CA
34
Calton & Associates
Florida
$1.96M 13,503 -1,150 -8%
AI
35
Atria Investments
North Carolina
$1.73M 11,927 -1,154 -9%
SWAG
36
Spectrum Wealth Advisory Group
California
$1.69M 11,684 -58 -0.5%
SPIA
37
Steward Partners Investment Advisory
New York
$1.68M 11,626 -1,917 -14%
SEIA
38
Signature Estate & Investment Advisors
California
$1.67M 11,556 -232 -2%
EA
39
Eclectic Associates
California
$1.59M 10,977 -1,710 -13%
Baird Financial Group
40
Baird Financial Group
Wisconsin
$1.52M 10,457 +624 +6%
Stifel Financial
41
Stifel Financial
Missouri
$1.23M 8,464 +549 +7%
IA
42
IFG Advisory
Georgia
$1.2M 8,263 +2,458 +42%
PSF
43
Pacific Sun Financial
California
$1.17M 8,049 – –
PWA
44
PCG Wealth Advisors
Kansas
$1.16M 7,995 -107 -1%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$1.15M 7,953 +4,036 +103%
MML Investors Services
46
MML Investors Services
Massachusetts
$1.15M 7,949 +3,104 +64%
AA
47
Ancora Advisors
Ohio
$1.13M 7,813 – –
AWM
48
AE Wealth Management
Kansas
$1.13M 7,809 +5,176 +197%
Creative Planning
49
Creative Planning
Kansas
$1.07M 7,363 +320 +5%
HF
50
HRT Financial
New York
$1.03M 7,082 +4,943 +231%
1
2
3 4 5