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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

175 hedge funds and large institutions have $454M invested in First Trust US Equity Opportunities ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 58 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
175
Holders Change
+14
Holders Change %
+8.7%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
29
Increased
41
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 Holding Trade Value Shares
Change 		Shares
Change %
WWM
26
Western Wealth Management
Colorado
$2.98M -$42.7K -295 -1%
PWS
27
Proactive Wealth Strategies
Georgia
$2.93M -$218K -1,503 -7%
Osaic Holdings
28
Osaic Holdings
Arizona
$2.88M -$462K -3,819 -14%
CPIG
29
Chicago Partners Investment Group
Illinois
$2.87M -$35.5K -237 -1%
GSWM
30
Golden State Wealth Management
California
$2.81M -$242K -1,671 -8%
GLA
31
Good Life Advisors
Pennsylvania
$2.56M -$734K -5,068 -22%
Mariner
32
Mariner
Kansas
$2.47M -$286K -1,971 -10%
OBWG
33
Onyx Bridge Wealth Group
New York
$2.33M -$2.61K -18 -0.1%
PAG
34
Private Advisor Group
New Jersey
$2.29M +$10.1K +70 +0.4%
CA
35
Calton & Associates
Florida
$1.96M -$167K -1,150 -8%
AI
36
Atria Investments
North Carolina
$1.73M -$167K -1,154 -9%
SWAG
37
Spectrum Wealth Advisory Group
California
$1.69M -$8.41K -58 -0.5%
SPIA
38
Steward Partners Investment Advisory
New York
$1.68M -$278K -1,917 -14%
SEIA
39
Signature Estate & Investment Advisors
California
$1.67M -$33.6K -232 -2%
EA
40
Eclectic Associates
California
$1.59M -$248K -1,710 -13%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$1.52M +$90.4K +624 +6%
Stifel Financial
42
Stifel Financial
Missouri
$1.23M +$79.6K +549 +7%
IA
43
IFG Advisory
Georgia
$1.2M +$356K +2,458 +42%
PSF
44
Pacific Sun Financial
California
$1.17M – – –
PWA
45
PCG Wealth Advisors
Kansas
$1.16M -$15.5K -107 -1%
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$1.15M +$585K +4,036 +103%
MML Investors Services
47
MML Investors Services
Massachusetts
$1.15M +$450K +3,104 +64%
AA
48
Ancora Advisors
Ohio
$1.13M – – –
AWM
49
AE Wealth Management
Kansas
$1.13M +$750K +5,176 +197%
Creative Planning
50
Creative Planning
Kansas
$1.07M +$46.4K +320 +5%
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