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First Trust US Equity Opportunities ETF
FPX

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

560% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 5

28% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 50

21% more capital invested

Capital invested by funds: $456M → $553M (+$97.3M)

13% more funds holding

Funds holding: 176 → 199 (+23)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.09% less ownership

Funds ownership: 47.71% → 47.62% (-0.09%)

Holders
199
Holders Change
+23
Holders Change %
+13.07%
% of All Funds
2.61%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
33
Increased
64
Reduced
50
Closed
5
Calls
$16K
Puts
–
Net Calls
+$16K
Net Calls Change
-$215K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$12.1M
2
Osaic Holdings
Osaic Holdings
Arizona
+$9.93M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$7.61M
4
LPL Financial
LPL Financial
California
+$2.45M
5
Wells Fargo
Wells Fargo
California
+$2.33M

Top Sellers

1
HF
HRT Financial
New York
-$1.03M
2
AAS
Ameritas Advisory Services
Nebraska
-$998K
3
AWM
AE Wealth Management
Kansas
-$960K
4
PWM
Puff Wealth Management
New Jersey
-$792K
5
KAS
Kestra Advisory Services
Texas
-$680K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$110M +$12.1M +79,555 +14%
LPL Financial
2
LPL Financial
California
$80.8M +$2.45M +16,083 +3%
Wells Fargo
3
Wells Fargo
California
$54.7M +$2.33M +15,280 +5%
Raymond James Financial
4
Raymond James Financial
Florida
$26M +$1.7M +11,169 +8%
Bank of America
5
Bank of America
North Carolina
$18.8M -$48.6K -319 -0.3%
Osaic Holdings
6
Osaic Holdings
Arizona
$15.4M +$9.93M +65,224 +214%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$15.3M +$525K +3,448 +4%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$14.7M +$292K +1,918 +2%
CCP
9
Cassia Capital Partners
North Carolina
$10.6M -$105K -687 -1%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$9.38M -$591K -3,882 -6%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$8.95M +$1.09M +7,180 +15%
UBS Group
12
UBS Group
Switzerland
$8.7M +$963K +6,324 +14%
BNP Paribas Financial Markets
13
BNP Paribas Financial Markets
France
$8.31M +$7.61M +50,000 New
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$8.17M +$155K +1,016 +2%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$7.99M +$396K +2,603 +6%
NA
16
NewEdge Advisors
Louisiana
$6.95M -$124K -817 -2%
TPWA
17
Twin Peaks Wealth Advisors
California
$5.91M -$267K -1,751 -5%
Ameriprise
18
Ameriprise
Minnesota
$5.8M -$253K -1,663 -5%
Truist Financial
19
Truist Financial
North Carolina
$5.43M +$145K +955 +3%
HI
20
Harbour Investments
Wisconsin
$4.76M -$1.98K -13 -0%
HighTower Advisors
21
HighTower Advisors
Illinois
$4.49M -$141K -925 -3%
DADC
22
D.A. Davidson & Co
Montana
$4.37M -$13.1K -86 -0.3%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$4.31M -$492K -3,233 -11%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$4.22M -$88.4K -581 -2%
NAM
25
NTV Asset Management
West Virginia
$4.03M +$44.3K +291 +1%
1
2 3 4 5

FPX Hedge Fund Activity: Q3 2025 in Review

199 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q3 2025, worth a combined $553M — up 21% from $456M a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new FPX positions and 5 closed out — a net gain of 28 holders — while 64 added to existing stakes and 50 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $12.1M. The largest seller was HRT Financial, exiting entirely with an estimated $1.03M sold.

  • 199 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q3 2025, up from 176 in Q2 2025.
  • Funds reported $553M of First Trust US Equity Opportunities ETF stock for Q3 2025, up 21% quarter-over-quarter.
  • 33 funds opened new First Trust US Equity Opportunities ETF positions in Q3 2025 and 5 closed out, a net change of +28 holders.
  • The largest First Trust US Equity Opportunities ETF buyer in Q3 2025 was Morgan Stanley, an estimated $12.1M added.
  • The largest First Trust US Equity Opportunities ETF seller in Q3 2025 was HRT Financial, an estimated $1.03M sold.

Based on aggregated 13F filings for Q3 2025.