FPX · First Trust US Equity Opportunities ETF ETF

$183.53 +2.44 (+1.35%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 3

Total Value: $1,464,289

Total Shares: 7,102

Institutional Ownership Trend

15 quarters

Holder Concentration

Across 3 13F filers · Δ vs Mar 31, 2025

Top Holder

38.8%

−61.2 pts

Top 5

100.0%

0.0 pts

Top 10

100.0%

0.0 pts

HHI

3,508

Highly concentrated−6,492

Quarterly Activity

vs Mar 31, 2025

New

Increased

Decreased

Sold Out

Unchanged

Holder count: +2

Institutional value: +332.1%

Shares held: +134.2%

Top New Positions

vs Mar 31, 2025

Institution	Acquired	Value (USD)
Large Corient Private Wealth LLC	2,753	$567,613
Small Second Line Capital, LLC	2,749	$566,788
Mega CITADEL ADVISORS LLC	1,600	$329,888

Top Sold-Out Positions

vs Mar 31, 2025

Institution	Previously Held	Last Value (USD)	Open
Mid B. Riley Wealth Advisors, Inc.	3,033	$338,907

Filter: New 3 Increased 0 Reduced 0 Sold out 1 Unchanged 0

Showing 3 of 3

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

Corient Private Wealth LLC FPX

$567,613

38.76%

2,753

Second Line Capital, LLC FPX

$566,788

38.71%

2,749

CITADEL ADVISORS LLC FPX

$329,888

22.53%

1,600

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	1,600	$329,888	100.0%	Defined