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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

161 hedge funds and large institutions have $355M invested in First Trust US Equity Opportunities ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 63 reducing their positions, and 38 closing their positions.

Holders
161
Holders Change
-24
Holders Change %
-12.97%
% of All Funds
2.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
36
Reduced
63
Closed
38
Calls
$33K
Puts
–
Net Calls
+$33K
Net Calls Change
+$33K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$43.6M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$5.59M
3
BWP
3
Bernardo Wealth Planning
Pennsylvania
$5.29M
4
Wells Fargo
4
Wells Fargo
California
$32.1M
5
CWM
5
Congress Wealth Management
Massachusetts
$11M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
LAS
2
Lloyd Advisory Services
Georgia
$0
3
GLA
3
Good Life Advisors
Pennsylvania
$2.54M
4
AWM
4
AE Wealth Management
Kansas
$294K
5
AR
5
Apeiron RIA
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$65.7M 587,546 +17,279 +3%
LPL Financial
2
LPL Financial
California
$43.6M 390,106 +112,627 +41%
Wells Fargo
3
Wells Fargo
California
$32.1M 287,001 +31,664 +12%
Bank of America
4
Bank of America
North Carolina
$15.5M 138,746 -3,629 -3%
Raymond James Financial
5
Raymond James Financial
Florida
$13.6M 121,719 +2,931 +2%
CWM
6
Congress Wealth Management
Massachusetts
$11M 98,642 +19,502 +25%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$11M 98,619 -2,690 -3%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$9.92M 88,731 +1,972 +2%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$8.27M 73,988 -2,330 -3%
CCP
10
Cassia Capital Partners
North Carolina
$7.41M 66,352 -1,475 -2%
Truist Financial
11
Truist Financial
North Carolina
$6.65M 59,473 -1,712 -3%
UBS Group
12
UBS Group
Switzerland
$6.62M 59,247 -1,688 -3%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$6.58M 58,897 -462 -0.8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$5.74M 51,337 +313 +0.6%
BNP Paribas Financial Markets
15
BNP Paribas Financial Markets
France
$5.59M 50,000 +50,000 New
BWP
16
Bernardo Wealth Planning
Pennsylvania
$5.29M 59,009 +59,009 New
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$5.26M 47,051 -371 -0.8%
Ameriprise
18
Ameriprise
Minnesota
$4.54M 40,423 -9,337 -19%
TPWA
19
Twin Peaks Wealth Advisors
California
$4.29M 38,769 -1,323 -3%
DADC
20
D.A. Davidson & Co
Montana
$3.2M 28,649 +859 +3%
HI
21
Harbour Investments
Wisconsin
$3.17M 28,394 -782 -3%
HighTower Advisors
22
HighTower Advisors
Illinois
$3.16M 28,272 -3,987 -12%
Osaic Holdings
23
Osaic Holdings
Arizona
$3.08M 27,581 -130 -0.5%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$2.96M 26,518 -949 -3%
GLA
25
Good Life Advisors
Pennsylvania
$2.54M 22,710 -16,783 -42%
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