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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 %
HF
51
HRT Financial
New York
$1.03M +$716K +4,943 +231%
IPW
52
Impact Partnership Wealth
Georgia
$1.02M -$597K -4,119 -37%
CFP
53
Comprehensive Financial Planning
Pennsylvania
$993K +$993K +6,849 New
IWM
54
IHT Wealth Management
Illinois
$990K +$290 +2 +0%
CIA
55
Cascade Investment Advisors
Oregon
$984K +$2.9K +20 +0.3%
AAS
56
Ameritas Advisory Services
Nebraska
$978K +$978K +6,747 New
ASN
57
Advisory Services Network
Georgia
$925K -$56.5K -371 -6%
KDA
58
Kraft Davis & Associates
Missouri
$893K -$87.9K -584 -9%
IRC
59
Investors Research Corp
Georgia
$884K – – –
CIA
60
Concurrent Investment Advisors
Florida
$823K +$100K +692 +14%
VA
61
VestGen Advisors
Illinois
$823K +$88.7K +612 +12%
CWM
62
Concentrum Wealth Management
California
$798K – – –
APWA
63
Atlas Private Wealth Advisors
New Jersey
$792K -$15.5K -107 -2%
KA
64
Kovack Advisors
Florida
$762K -$4.35K -30 -0.6%
RFN
65
RDA Financial Network
Iowa
$759K – – –
PFS
66
Prospera Financial Services
Texas
$734K +$22.3K +154 +3%
SPC
67
Sigma Planning Corp
Michigan
$687K +$687K +4,738 New
BEI
68
Benjamin Edwards Inc
Missouri
$674K +$19.9K +137 +3%
AAP
69
Arax Advisory Partners
Colorado
$614K -$38.5K -266 -6%
CWM
70
Cornerstone Wealth Management
Missouri
$612K -$15.5K -107 -2%
Focus Partners Wealth
71
Focus Partners Wealth
Massachusetts
$611K +$29K +200 +5%
MQWP
72
Morey & Quinn Wealth Partners
Nebraska
$603K -$72.2K -498 -11%
JIP
73
Jaffetilchin Investment Partners
Florida
$593K +$145 +1 +0%
Two Sigma Investments
74
Two Sigma Investments
New York
$590K +$590K +4,070 New
RA
75
RFG Advisory
Alabama
$552K +$14.1K +97 +3%
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3
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