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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
AAS
101
Avantax Advisory Services
Texas
$330K -$41.9K -330 -13%
IF
102
Intrua Financial
Texas
$329K -$3.17K -25 -1%
CB
103
Commerce Bank
Missouri
$319K – – –
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$317K -$1.02K -8 -0.4%
SPL
105
Smart Portfolios LLC
Washington
$307K -$1.9K -15 -0.7%
PWM
106
Purus Wealth Management
California
$307K – – –
TCM
107
Triumph Capital Management
Colorado
$303K +$265K +2,089 New
OC
108
Oppenheimer & Co
New York
$300K – – –
Bank of New York Mellon
109
Bank of New York Mellon
New York
$299K -$127 -1 -0%
Kayne Anderson Rudnick Investment Management
110
Kayne Anderson Rudnick Investment Management
California
$297K – – –
SF
111
Synovus Financial
Georgia
$290K – – –
BNMT
112
Bawa N Mallick Trust
New York
$290K – – –
BRWA
113
B. Riley Wealth Advisors
Florida
$280K +$245K +1,930 New
SCA
114
Snowden Capital Advisors
New York
$278K -$26.1K -206 -10%
AFO
115
Arrowroot Family Office
California
$269K +$235K +1,855 New
PWM
116
Puff Wealth Management
New Jersey
$268K +$662K +5,213 +283%
Financial Engines Advisors
117
Financial Engines Advisors
California
$258K +$226K +1,783 New
IWM
118
Integris Wealth Management
California
$257K +$225K +1,772 New
AP
119
Appleton Partners
Massachusetts
$249K +$218K +1,716 New
AWM
120
Accel Wealth Management
Iowa
$246K +$216K +1,698 New
FLPIM
121
F.L. Putnam Investment Management
Massachusetts
$238K +$208K +1,642 New
KFA
122
Kapstone Financial Advisors
Ohio
$234K +$205K +1,616 New
IAS
123
Insigneo Advisory Services
Florida
$229K +$200K +1,577 New
CA
124
Cannon Advisors
North Carolina
$218K +$191K +1,501 New
CWA
125
Clarus Wealth Advisors
Arizona
$211K +$187K +1,474 New
3 4
5
6 7

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.