Who Owns FPX?
First Trust US Equity Opportunities ETF — Institutional Ownership & 13F Holdings
$180.85
+3.92 (+2.21%)
Market Cap
$1.2B
Shares Outstanding
6,437,899
Institutional Holders
157
Total Inst. Value
$365.3M
% of Float Held
—
QoQ Holder Change
+55
Institutional data as of Q1 2025
New Positions
42
Closed Positions
29
Increased
33
Decreased
52
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $85.6M | 766 |
| 2 | MORGAN STANLEY | $65.7M | 587,546 |
| 3 | WELLS FARGO & COMPANY/MN | $32.1M | 287,001 |
| 4 | BANK OF AMERICA CORP /DE/ | $15.5M | 138,746 |
| 5 | RAYMOND JAMES FINANCIAL INC | $13.6M | 121,719 |
| 6 | CW Advisors, LLC | $11.0M | 98,642 |
| 7 | Cetera Investment Advisers | $11.0M | 98,619 |
| 8 | Cassia Capital Partners, LLCNew | $7.4M | 66,352 |
| 9 | TRUIST FINANCIAL CORP | $6.6M | 59,473 |
| 10 | UBS Group AG | $6.6M | 59,247 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +17K | $65.7M |
| WELLS FARGO & COMPANY/MN | +32K | $32.1M |
| RAYMOND JAMES FINANCIAL INC | +3K | $13.6M |
| CW Advisors, LLC | +20K | $11.0M |
| Cassia Capital Partners, LLCNew | +66K | $7.4M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| Good Life Advisors, LLC | -17K | $2.5M |
| AE Wealth Management LLC | -16K | $294K |
| AMERIPRISE FINANCIAL INC | -9K | $4.5M |
| GOLDMAN SACHS GROUP INC | -8K | $2.3M |
| STIFEL FINANCIAL CORP | -8K | $884K |
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Frequently Asked Questions
How many institutional investors hold FPX?
As of Q1 2025, 157 institutional investors report holding FPX (First Trust US Equity Opportunities ETF) in their 13F filings.
Which hedge fund owns the most FPX?
The largest institutional holder of FPX is NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO with $85.6M in shares.
Are institutions buying or selling FPX?
This quarter, 42 institutions opened new positions in FPX and 29 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.