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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 %
TI
126
tru Independence
Oregon
$206K +$206K +1,424 New
DAS
127
Dynamic Advisor Solutions
Arizona
$205K +$205K +1,412 New
MGIA
128
Moneta Group Investment Advisors
Missouri
$203K +$203K +1,403 New
ST
129
Smithfield Trust
Pennsylvania
$155K – – –
Northwestern Mutual Wealth Management
130
Northwestern Mutual Wealth Management
Wisconsin
$151K +$40.3K +278 +36%
PNC Financial Services Group
131
PNC Financial Services Group
Pennsylvania
$140K -$39.4K -272 -22%
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$138K – – –
CHC
133
City Holding Co
West Virginia
$130K – – –
FFA
134
Farther Finance Advisors
California
$120K – – –
Citigroup
135
Citigroup
New York
$110K – – –
SWM
136
Spire Wealth Management
Virginia
$92.5K – – –
LIA
137
Luken Investment Analytics
Tennessee
$81.9K – – –
PTC
138
Private Trust Company
Ohio
$78.8K +$3.33K +23 +4%
CAM
139
Costello Asset Management
Pennsylvania
$78.7K – – –
William Blair & Company
140
William Blair & Company
Illinois
$63.8K -$165K -1,138 -72%
AssetMark Inc
141
AssetMark Inc
California
$59.4K -$10K -69 -14%
AUB
142
Atlantic Union Bankshares
Virginia
$58K +$58K +400 New
GWSG
143
GPS Wealth Strategies Group
Colorado
$55.6K – – –
LFG
144
Larson Financial Group
Missouri
$53.2K +$53.2K +367 New
IA
145
IFP Advisors
Florida
$51.4K – – –
WSFS
146
Wilmington Savings Fund Society
Delaware
$50.7K – – –
FHA
147
First Horizon Advisors
Tennessee
$43.5K +$43.5K +300 New
BHWM
148
Beaird Harris Wealth Management
Texas
$39.7K – – –
OSAM
149
O'Shaughnessy Asset Management
Connecticut
$34.2K -$2.46K -17 -7%
GRP
150
Global Retirement Partners
California
$33.3K +$33.3K +230 New
4 5
6
7 8