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First Trust US Equity Opportunities ETF

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: 163176 (+13)

0% more funds holding in top 10

Funds holding in top 10: 11 (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
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$84.1M -$954K -7,519 -1%
LPL Financial
2
LPL Financial
California
$68.1M +$10.1M +79,942 +20%
Wells Fargo
3
Wells Fargo
California
$45.5M +$3.41M +26,830 +9%
Raymond James Financial
4
Raymond James Financial
Florida
$21.1M +$3.02M +23,784 +20%
Bank of America
5
Bank of America
North Carolina
$16.4M -$3.22M -25,376 -18%
CWM
6
Congress Wealth Management
Massachusetts
$14.3M +$33.4K +263 +0.3%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$12.8M -$1.3M -10,272 -10%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$12.5M -$281K -2,210 -2%
CCP
9
Cassia Capital Partners
North Carolina
$9.31M -$264K -2,083 -3%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$8.74M +$182K +1,435 +2%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$6.97M +$137K +1,081 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$6.77M -$589K -4,641 -9%
UBS Group
13
UBS Group
Switzerland
$6.67M -$1.67M -13,190 -22%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$6.59M -$3.62M -28,482 -38%
NA
15
NewEdge Advisors
Louisiana
$6.18M +$4.31M +33,924 +388%
TPWA
16
Twin Peaks Wealth Advisors
California
$5.8M -$183K -1,443 -4%
Ameriprise
17
Ameriprise
Minnesota
$5.3M -$491K -3,865 -10%
Truist Financial
18
Truist Financial
North Carolina
$4.6M -$3.52M -27,721 -47%
Osaic Holdings
19
Osaic Holdings
Arizona
$4.41M +$363K +2,860 +10%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$4.23M +$1.88M +14,838 +103%
HI
21
Harbour Investments
Wisconsin
$4.16M +$36.8K +290 +1%
HighTower Advisors
22
HighTower Advisors
Illinois
$4.05M -$41.5K -327 -1%
DADC
23
D.A. Davidson & Co
Montana
$3.82M -$291K -2,292 -8%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$3.75M -$54.7K -431 -2%
NAM
25
NTV Asset Management
West Virginia
$3.47M +$2.28M +17,931 +297%

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.