Who Owns First Trust US Equity Opportunities ETF (FPX)?Hedge Fund & Institutional Holders

$162.86+2.85 (+1.78%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+11 / -2

Price History

$99.20$117.74$136.28$154.81$173.35Sep 24Jun 25Mar 26

FPX — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
BANK OF AMERICA CORP /DE/Increased+29K+$22.0B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+89K+$14.0B
Cassia Capital Partners, LLCNew Position+56K+$9.2B
TWIN PEAKS WEALTH ADVISORS, LLCNew Position+35K+$5.8B
D.A. DAVIDSON & CO.New Position+28K+$4.6B
Golden State Wealth Management, LLCNew Position+18K+$3.0B
Western Wealth Management, LLCNew Position+19K+$3.0B
RAYMOND JAMES FINANCIAL INCIncreased+33K+$3.0B
Onyx Bridge Wealth Group LLCNew Position+16K+$2.7B
Stratos Wealth Partners, LTD.Increased+13K+$2.2B
ROYAL BANK OF CANADAIncreased+18K+$2.0B
GOLDMAN SACHS GROUP INCNew Position+14K+$2.0B
SIGNATURE ESTATE & INVESTMENT ADVISORS LLCNew Position+11K+$1.8B
Impact Partnership Wealth, LLCNew Position+10K+$1.6B
Gateway Wealth Partners, LLCNew Position+8K+$1.3B

FPX — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
LPL Financial LLCDecreased-23K-$80.7B
Cetera Investment AdvisersDecreased-8K-$15.2B
NewEdge Advisors, LLCDecreased-9K-$6.9B
HighTower Advisors, LLCDecreased-2K-$4.5B
Mariner, LLCDecreased-479-$2.9B
PRUDENTIAL PLCClosed Position-8K-$1.3B
Creative PlanningDecreased-611-$1.2B
Farther Finance Advisors, LLCDecreased-7K-$1.2B
Advisory Services Network, LLCDecreased-213-$1.0B
Brookstone Capital ManagementClosed Position-6K-$992.5M
VestGen Advisors, LLCDecreased-565-$966.7M
Atria Investments, IncDecreased-338-$854.5M
Prospera Financial Services IncDecreased-92-$818.6M
Baird Financial Group, Inc.Decreased-3K-$760.0M
RFG Advisory, LLCDecreased-101-$601.3M

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1WELLS FARGO & COMPANY/MN196,600$32.0B5.83%Share
2WELLS FARGO & COMPANY/MN144,188$23.0B4.19%Share
3RAYMOND JAMES FINANCIAL INC139,869$22.0B6.84%Share
4BANK OF AMERICA CORP /DE/102,201$16.0B1.16%Share
5COMMONWEALTH EQUITY SERVICES, LLC88,973$14.0B18.66%Share
6ROYAL BANK OF CANADA70,925$11.0B1.79%Share
7Cassia Capital Partners, LLC56,430$9.2B5.00%Share
8OSAIC HOLDINGS, INC.57,431$9.0B13.15%Share
9UBS Group AG51,448$8.4B1.36%Share
10RAYMOND JAMES FINANCIAL INC45,500$7.0B2.18%Share
11AMERIPRISE FINANCIAL INC43,666$7.0B1.58%Share
12BANK OF AMERICA CORP /DE/39,584$6.0B0.44%Share
13OSAIC HOLDINGS, INC.41,166$6.0B8.77%Share
14TWIN PEAKS WEALTH ADVISORS, LLC34,807$5.8B1.68%Share
15SUSQUEHANNA INTERNATIONAL GROUP, LLP31,157$5.0B0.58%Share
16D.A. DAVIDSON & CO.28,282$4.6B28.34%Share
17Golden State Wealth Management, LLC18,438$3.0B0.32%Share
18Western Wealth Management, LLC18,707$3.0B0.14%Share
19Private Advisor Group, LLC19,315$3.0B14.11%Share
20Onyx Bridge Wealth Group LLC16,274$2.7B0.28%Share
21Stratos Wealth Partners, LTD.16,269$2.7B30.08%Share
22GOLDMAN SACHS GROUP INC14,304$2.0B0.25%Share
23Equitable Holdings, Inc.13,729$2.0B13.67%Share
24IFG Advisory, LLC17,693$2.0B0.09%Share
25Spectrum Wealth Advisory Group, LLC11,622$1.9B0.70%Share
26SIGNATURE ESTATE & INVESTMENT ADVISORS LLC11,293$1.8B0.04%Share
27Impact Partnership Wealth, LLC9,682$1.6B0.20%Share
28Sigma Planning Corp8,468$1.4B0.04%Share
29PCG Wealth Advisors, LLC8,019$1.3B0.37%Share
30Gateway Wealth Partners, LLC7,714$1.3B0.14%Share
31PACIFIC SUN FINANCIAL CORP7,691$1.3B0.61%Share
32Cascade Investment Advisors, Inc.7,271$1.2B0.70%Share
33Comprehensive Financial Planning, Inc./PA6,594$1.1B0.71%Share
34Ancora Advisors LLC6,200$1.0B0.02%Share
35Baird Financial Group, Inc.7,926$1.0B1.56%Share
36STIFEL FINANCIAL CORP9,155$1.0B0.90%Share
37Focus Partners Wealth6,486$1.0B1.14%Share
38Atria Investments, Inc10,823$1.0B11.37%Share
39Steward Partners Investment Advisory, LLC11,995$1.0B5.48%Share
40IHT Wealth Management, LLC6,908$1.0B0.02%Share
41ECLECTIC ASSOCIATES INC /ADV6,007$982.0M0.15%Share
42Private Advisory Group LLC5,579$912.0M0.07%Share
43INTEGRITY ALLIANCE, LLC.5,309$868.0M0.03%Share
44Kovack Advisors, Inc.7,633$846.0M0.06%Share
45RDA Financial Network5,017$820.0M0.20%Share
46Kraft, Davis & Associates, LLC4,658$790.0M0.18%Share
47Krilogy Financial LLC4,300$712.0M0.02%Share
48Cornerstone Wealth Management, LLC4,193$685.0M0.04%Share
49Morey & Quinn Wealth Partners, LLC4,151$679.0M0.49%Share
50PFG Advisors3,950$646.0M0.03%Share

FPX Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025194$246.7B+71
Q3 2025123$295.9B-42
Q2 2025165$307.0B+8
Q1 2025157$307.9B+13
Q4 2024144$1.3T+41
Q3 2024103$53.8T-3
Q2 2024106$15.1T+4
Q1 2024102$1207.4T—

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As of Q4 2025, 50 institutional investors hold FPX (First Trust US Equity Opportunities ETF). The largest holder is WELLS FARGO & COMPANY/MN with $32.0B in shares. This quarter, 11 institutions opened new positions and 2 closed their positions.

Frequently Asked Questions

How many hedge funds own FPX?

As of Q4 2025, 50 institutional investors report holding FPX (First Trust US Equity Opportunities ETF) in their 13F filings.

Who is the largest institutional holder of FPX?

The largest institutional holder of FPX is WELLS FARGO & COMPANY/MN with $32.0B in shares.

Is institutional ownership of FPX increasing or decreasing?

This quarter, 11 institutions opened new positions in FPX and 2 closed their positions.