FPX icon

First Trust US Equity Opportunities ETF

199 hedge funds and large institutions have $553M invested in First Trust US Equity Opportunities ETF in 2025 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 64 increasing their positions, 50 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$16K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RFP
151
Root Financial Partners
California
$138K
JP Morgan Chase
152
JP Morgan Chase
New York
$132K
Citigroup
153
Citigroup
New York
$126K
AFWM
154
Abich Financial Wealth Management
Virginia
$117K
PTC
155
Private Trust Company
Ohio
$106K
LIA
156
Luken Investment Analytics
Tennessee
$93.9K
CAM
157
Costello Asset Management
Pennsylvania
$90.4K
PFA
158
Pathway Financial Advisers
Indiana
$78.5K
William Blair & Company
159
William Blair & Company
Illinois
$73.1K
AssetMark Inc
160
AssetMark Inc
California
$68.1K
AUB
161
Atlantic Union Bankshares
Virginia
$66.5K
GWSG
162
GPS Wealth Strategies Group
Colorado
$63.8K
LFG
163
Larson Financial Group
Missouri
$61K
IA
164
IFP Advisors
Florida
$59K
WSFS
165
Wilmington Savings Fund Society
Delaware
$58.2K
CCM
166
Cloud Capital Management
Washington
$54K
BHWM
167
Beaird Harris Wealth Management
Texas
$45.5K
MG
168
Mather Group
Illinois
$40.4K
OSAM
169
O'Shaughnessy Asset Management
Connecticut
$39.2K
GRP
170
Global Retirement Partners
California
$38.2K
AG
171
AmeriFlex Group
Nevada
$38.2K
HBW
172
Hazlett, Burt & Watson
West Virginia
$38K
CA
173
CoreCap Advisors
Michigan
$31.9K
AAS
174
Ameritas Advisory Services
Nebraska
$31.2K
Comerica Bank
175
Comerica Bank
Texas
$30.6K