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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
LPL Financial
California
$68.1M
2
NA
NewEdge Advisors
Louisiana
$6.18M
3
Wells Fargo
Wells Fargo
California
$45.5M
4
Raymond James Financial
Raymond James Financial
Florida
$21.1M
5
NAM
NTV Asset Management
West Virginia
$3.47M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$0
2
BWP
Bernardo Wealth Planning
Pennsylvania
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.59M
4
Truist Financial
Truist Financial
North Carolina
$4.6M
5
Bank of America
Bank of America
North Carolina
$16.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAS
101
Avantax Advisory Services
Texas
$330K -$47.8K -330 -13%
IF
102
Intrua Financial
Texas
$329K -$3.62K -25 -1%
CB
103
Commerce Bank
Missouri
$319K – – –
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$317K -$1.16K -8 -0.4%
SPL
105
Smart Portfolios LLC
Washington
$307K -$2.17K -15 -0.7%
PWM
106
Purus Wealth Management
California
$307K – – –
TCM
107
Triumph Capital Management
Colorado
$303K +$303K +2,089 New
OC
108
Oppenheimer & Co
New York
$300K – – –
Bank of New York Mellon
109
Bank of New York Mellon
New York
$299K -$145 -1 -0%
Kayne Anderson Rudnick Investment Management
110
Kayne Anderson Rudnick Investment Management
California
$297K – – –
SF
111
Synovus Financial
Georgia
$290K – – –
BRWA
112
B. Riley Wealth Advisors
Florida
$280K +$280K +1,930 New
SCA
113
Snowden Capital Advisors
New York
$278K -$29.9K -206 -10%
AFO
114
Arrowroot Family Office
California
$269K +$269K +1,855 New
PWM
115
Puff Wealth Management
New Jersey
$268K +$198K +5,213 +283%
Financial Engines Advisors
116
Financial Engines Advisors
California
$258K +$258K +1,783 New
IWM
117
Integris Wealth Management
California
$257K +$257K +1,772 New
AP
118
Appleton Partners
Massachusetts
$249K +$249K +1,716 New
AWM
119
Accel Wealth Management
Iowa
$246K +$246K +1,698 New
FLPIM
120
F.L. Putnam Investment Management
Massachusetts
$238K +$238K +1,642 New
KFA
121
Kapstone Financial Advisors
Ohio
$234K +$234K +1,616 New
IAS
122
Insigneo Advisory Services
Florida
$229K +$229K +1,577 New
CA
123
Cannon Advisors
North Carolina
$218K +$218K +1,501 New
CWA
124
Clarus Wealth Advisors
Arizona
$211K +$211K +1,474 New
MT
125
Midwest Trust
Kansas
$207K +$207K +1,427 New
3 4
5
6 7