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First Trust US Equity Opportunities ETF

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: 163176 (+13)

0% more funds holding in top 10

Funds holding in top 10: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
HF
51
HRT Financial
New York
$1.03M +$627K +4,943 +231%
IPW
52
Impact Partnership Wealth
Georgia
$1.02M -$523K -4,119 -37%
CFP
53
Comprehensive Financial Planning
Pennsylvania
$993K +$869K +6,849 New
IWM
54
IHT Wealth Management
Illinois
$990K +$254 +2 +0%
CIA
55
Cascade Investment Advisors
Oregon
$984K +$2.54K +20 +0.3%
AAS
56
Ameritas Advisory Services
Nebraska
$978K +$856K +6,747 New
ASN
57
Advisory Services Network
Georgia
$925K -$47.1K -371 -6%
KDA
58
Kraft Davis & Associates
Missouri
$893K -$74.1K -584 -9%
IRC
59
Investors Research Corp
Georgia
$884K
CIA
60
Concurrent Investment Advisors
Florida
$823K +$87.8K +692 +14%
VA
61
VestGen Advisors
Illinois
$823K +$77.7K +612 +12%
CWM
62
Concentrum Wealth Management
California
$798K
APWA
63
Atlas Private Wealth Advisors
New Jersey
$792K -$13.6K -107 -2%
KA
64
Kovack Advisors
Florida
$762K -$3.81K -30 -0.6%
RFN
65
RDA Financial Network
Iowa
$759K
PFS
66
Prospera Financial Services
Texas
$734K +$19.5K +154 +3%
SPC
67
Sigma Planning Corp
Michigan
$687K +$601K +4,738 New
BEI
68
Benjamin Edwards Inc
Missouri
$674K +$17.4K +137 +3%
AAP
69
Arax Advisory Partners
Colorado
$614K -$33.8K -266 -6%
CWM
70
Cornerstone Wealth Management
Missouri
$612K -$13.6K -107 -2%
Focus Partners Wealth
71
Focus Partners Wealth
Massachusetts
$611K +$25.4K +200 +5%
MQWP
72
Morey & Quinn Wealth Partners
Nebraska
$603K -$63.2K -498 -11%
JIP
73
Jaffetilchin Investment Partners
Florida
$593K +$127 +1 +0%
Two Sigma Investments
74
Two Sigma Investments
New York
$590K +$517K +4,070 New
RA
75
RFG Advisory
Alabama
$552K +$12.3K +97 +3%

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.