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First Trust US Equity Opportunities ETF
FPX

176 hedge funds and large institutions have $456M invested in First Trust US Equity Opportunities ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 42 increasing their positions, 58 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

29% more capital invested

Capital invested by funds: $355M → $456M (+$101M)

8% more funds holding

Funds holding: 163 → 176 (+13)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.94% less ownership

Funds ownership: 48.65% → 47.71% (-0.94%)

28% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 58

Holders
176
Holders Change
+13
Holders Change %
+7.98%
% 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
42
Reduced
58
Closed
15
Calls
$231K
Puts
–
Net Calls
+$231K
Net Calls Change
+$198K

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$10.1M
2
NA
NewEdge Advisors
Louisiana
+$4.31M
3
Wells Fargo
Wells Fargo
California
+$3.41M
4
Raymond James Financial
Raymond James Financial
Florida
+$3.02M
5
NAM
NTV Asset Management
West Virginia
+$2.28M

Top Sellers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$5.59M
2
BWP
Bernardo Wealth Planning
Pennsylvania
-$5.29M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.62M
4
Truist Financial
Truist Financial
North Carolina
-$3.52M
5
Bank of America
Bank of America
North Carolina
-$3.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$3.2M +$428K +3,373 +18%
WWM
27
Western Wealth Management
Colorado
$2.98M -$37.4K -295 -1%
PWS
28
Proactive Wealth Strategies
Georgia
$2.93M -$191K -1,503 -7%
CPIG
29
Chicago Partners Investment Group
Illinois
$2.87M -$30.1K -237 -1%
GSWM
30
Golden State Wealth Management
California
$2.81M -$212K -1,671 -8%
GLA
31
Good Life Advisors
Pennsylvania
$2.56M -$643K -5,068 -22%
Mariner
32
Mariner
Kansas
$2.47M -$250K -1,971 -10%
OBWG
33
Onyx Bridge Wealth Group
New York
$2.33M -$2.29K -18 -0.1%
PAG
34
Private Advisor Group
New Jersey
$2.29M +$8.89K +70 +0.4%
CA
35
Calton & Associates
Florida
$1.96M -$146K -1,150 -8%
AI
36
Atria Investments
North Carolina
$1.73M -$146K -1,154 -9%
SWAG
37
Spectrum Wealth Advisory Group
California
$1.69M -$7.36K -58 -0.5%
SPIA
38
Steward Partners Investment Advisory
New York
$1.68M -$243K -1,917 -14%
SEIA
39
Signature Estate & Investment Advisors
California
$1.67M -$29.4K -232 -2%
EA
40
Eclectic Associates
California
$1.59M -$217K -1,710 -13%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$1.52M +$79.2K +624 +6%
Stifel Financial
42
Stifel Financial
Missouri
$1.23M +$69.7K +549 +7%
IA
43
IFG Advisory
Georgia
$1.2M +$312K +2,458 +42%
PSF
44
Pacific Sun Financial
California
$1.17M – – –
PWA
45
PCG Wealth Advisors
Kansas
$1.16M -$13.6K -107 -1%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$1.15M +$512K +4,036 +103%
MML Investors Services
47
MML Investors Services
Massachusetts
$1.15M +$394K +3,104 +64%
AA
48
Ancora Advisors
Ohio
$1.13M – – –
AWM
49
AE Wealth Management
Kansas
$1.13M +$657K +5,176 +197%
Creative Planning
50
Creative Planning
Kansas
$1.07M +$40.6K +320 +5%
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FPX Hedge Fund Activity: Q2 2025 in Review

176 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q2 2025, worth a combined $456M — up 29% from $355M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new FPX positions and 15 closed out — a net gain of 14 holders — while 42 added to existing stakes and 58 trimmed.

The largest buyer was LPL Financial, adding an estimated $10.1M. The largest seller was BNP Paribas Financial Markets, exiting entirely with an estimated $5.59M sold.

  • 176 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q2 2025, up from 163 in Q1 2025.
  • Funds reported $456M of First Trust US Equity Opportunities ETF stock for Q2 2025, up 29% quarter-over-quarter.
  • 29 funds opened new First Trust US Equity Opportunities ETF positions in Q2 2025 and 15 closed out, a net change of +14 holders.
  • The largest First Trust US Equity Opportunities ETF buyer in Q2 2025 was LPL Financial, an estimated $10.1M added.
  • The largest First Trust US Equity Opportunities ETF seller in Q2 2025 was BNP Paribas Financial Markets, an estimated $5.59M sold.

Based on aggregated 13F filings for Q2 2025.