First Trust US Equity Opportunities
FPX • ARCA
First Trust US Equity Opportunities is an exchange-traded fund on ARCA. As of Q3 2025, 197 institutional investors hold shares in this ETF, with total holdings valued at $552.8M. MORGAN STANLEY is the largest holder with a position valued at $109.6M.
Overview
Overview of institutional ownership in FPX as of Q3 2025
All Institutions
- Institutions
- 197
- Value Held
- $552.8M
- Shares Held
- 3.3M
- Avg Position
- $2.8M
- Median Position
- $401.4K
Hedge Funds
- Hedge Funds
- 1
- Value Held
- $446.0K
- Shares Held
- 2.7K
- Avg Position
- $446.0K
- Median Position
- $446.0K
Biggest Investors
Institutions with the largest positions in FPX as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $109.6M 0.01% of portfolio |
L LPL Financial LLC Institution | $80.8M 0.02% of portfolio |
 WELLS FARGO & COMPANY/MN Institution | $54.7M 0.01% of portfolio |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | $26.0M 0.01% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $18.8M 0.00% of portfolio |
A Advisor Group Holdings, Inc. Institution | $15.4M 0.02% of portfolio |
 Cetera Investment Advisers RIA/Wealth | $15.3M 0.02% of portfolio |
 COMMONWEALTH EQUITY SERVICES, LLC. RIA/Wealth | $14.7M 0.02% of portfolio |
 Cassia Capital Partners, LLC RIA/Wealth | $10.6M 5.77% of portfolio |
$9.4M 0.03% of portfolio |
Net Capital Flow
Institutional buying and selling activity for FPX in Q3 2025
- Traded
- +$52.1M
- Buyers
- 97
- Sellers
- 55
- Total Bought
- +$62.5M
- Total Sold
- −$10.4M
- Avg Position
- $2.7M
Biggest Buyers
| Institution | Net Bought |
|---|---|
MORGAN STANLEY RIA/Wealth | +$13.2M +79.6K shares |
A Advisor Group Holdings, Inc. Institution | +$10.5M +65.2K shares |
B BNP PARIBAS ARBITRAGE, SA Institution | +$8.3M +50.0K shares |
L LPL Financial LLC Institution | +$2.7M +16.1K shares |
WELLS FARGO & COMPANY/MN Institution | +$2.5M +15.3K shares |
RAYMOND JAMES FINANCIAL INC RIA/Wealth | +$1.9M +11.2K shares |
 Equitable Holdings, Inc. Institution | +$1.6M +9.5K shares |
P PRUDENTIAL PLC Institution | +$1.3M +8.0K shares |
 IFG Advisory, LLC RIA/Wealth | +$1.3M +8.0K shares |
 Farther Finance Advisors, LLC RIA/Wealth | +$1.2M +7.4K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
 AE Wealth Management LLC RIA/Wealth | −$1.0M −6.3K shares |
H HRT FINANCIAL LLC Institution | −$1.0M −7.1K shares |
P PUFF WEALTH MANAGEMENT, LLC Institution | −$864.2K −5.2K shares |
 Kestra Advisory Services, LLC RIA/Wealth | −$742.1K −4.5K shares |
−$645.0K −3.9K shares | |
 SRS Capital Advisors, Inc. RIA/Wealth | −$614.4K −4.2K shares |
 TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | −$589.8K −4.1K shares |
 ECLECTIC ASSOCIATES INC /ADV RIA/Wealth | −$579.5K −3.5K shares |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | −$537.2K −3.2K shares |
A Atlas Private Wealth Advisors RIA/Wealth | −$455.0K −2.7K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited FPX in Q3 2025
- New Positions
- 13
- New Value
- $3.9M
- Exited Positions
- 5
- Exited Value
- $2.8M
New Positions
| Institution | Position Value |
|---|---|
P PRUDENTIAL PLC Institution | $1.3M 8.0K shares |
 Krilogy Financial LLC RIA/Wealth | $712.1K 4.3K shares |
 AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy | $446.0K 2.7K shares |
 BRIGHTON JONES LLC RIA/Wealth | $217.9K 1.3K shares |
 Cambria Investment Management, L.P. ETF Provider | $215.7K 1.3K shares |
 Empowered Funds, LLC ETF Provider | $215.7K 1.3K shares |
T TIAA TRUST, NATIONAL ASSOCIATION Institution | $214.8K 1.3K shares |
S STOCK YARDS BANK & TRUST CO RIA/Wealth | $214.3K 1.3K shares |
R Root Financial Partners, LLC RIA/Wealth | $138.2K 832.0 shares |
 Cloud Capital Management, LLC RIA/Wealth | $54.8K 330.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
H HRT FINANCIAL LLC Institution | $1.0M 7.1K shares |
SRS Capital Advisors, Inc. RIA/Wealth | $614.4K 4.2K shares |
TWO SIGMA INVESTMENTS LLC Hedge Fund•Multi-Strategy | $589.8K 4.1K shares |
 Hershey Financial Advisers, LLC RIA/Wealth | $446.6K 3.1K shares |
 Spire Wealth Management RIA/Wealth | $92.5K 638.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in FPX as of Q3 2025
- Call Positions
- 1
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
B Belvedere Trading LLC Institution | - - contracts |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with FPX as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Cassia Capital Partners, LLC RIA/Wealth | 5.77% $10.6M |
 TWIN PEAKS WEALTH ADVISORS, LLC RIA/Wealth | 2.04% $5.9M |
 Proactive Wealth Strategies LLC RIA/Wealth | 1.45% $3.4M |
 Spectrum Wealth Advisory Group, LLC RIA/Wealth | 0.80% $1.9M |
0.79% $1.1M | |
 Cascade Investment Advisors, Inc. RIA/Wealth | 0.71% $1.2M |
 PACIFIC SUN FINANCIAL CORP RIA/Wealth | 0.64% $1.3M |
P PUFF WEALTH MANAGEMENT, LLC Institution | 0.52% $307.7K |
 Morey & Quinn Wealth Partners, LLC RIA/Wealth | 0.50% $691.0K |
 October Effect Ltd RIA/Wealth | 0.50% $454.6K |
Hedge Fund Spotlight
Discover hedge funds investing in FPX
AQR CAPITAL MANAGEMENT LLC
Hedge Fund • Multi-Strategy
Portfolio ManagerDavid Gary Kabiller
- Portfolio Value
- $156.17B
- Positions
- 3,453
- Last Reported
- Q3 2025
Sector Allocation
Position in First Trust US Equity Opportunities
- Market Value
- $446.0K
- Shares Held
- 2.7K
- Portfolio Weight
- 0.00%
- Owned Since
- 2025-Q3
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Semiconductors Technology | $4.1B | 2.62% | |
Software - Infrastructure Technology | $3.2B | 2.05% | |
Consumer Electronics Technology | $2.8B | 1.76% |
