FPX icon

First Trust US Equity Opportunities ETF

161 hedge funds and large institutions have $355M invested in First Trust US Equity Opportunities ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 36 increasing their positions, 63 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less capital invested

Capital invested by funds: $ → $

less funds holding

Funds holding:

43% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 63

50% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 38

Holders
161
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$33K
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$2.23M
2 -$1.93M
3 -$1.88M
4
AWM
AE Wealth Management
Kansas
-$1.77M
5
AR
Apeiron RIA
Texas
-$1.06M
Name Holding Trade Value Shares
Change
Change in
Stake
PWS
26
Proactive Wealth Strategies
Georgia
$2.43M
CPIG
27
Chicago Partners Investment Group
Illinois
$2.4M
GSWM
28
Golden State Wealth Management
California
$2.35M
WWM
29
Western Wealth Management
Colorado
$2.33M
Goldman Sachs
30
Goldman Sachs
New York
$2.28M
Mariner
31
Mariner
Kansas
$2.12M
KAS
32
Kestra Advisory Services
Texas
$2.09M
OBWG
33
Onyx Bridge Wealth Group
New York
$1.8M
PAG
34
Private Advisor Group
New Jersey
$1.76M
CA
35
Calton & Associates
Florida
$1.64M
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$1.6M
Jane Street
37
Jane Street
New York
$1.59M
SPIA
38
Steward Partners Investment Advisory
New York
$1.51M
AI
39
Atria Investments
North Carolina
$1.46M
EA
40
Eclectic Associates
California
$1.42M
SEIA
41
Signature Estate & Investment Advisors
California
$1.32M
SWAG
42
Spectrum Wealth Advisory Group
California
$1.31M
IPW
43
Impact Partnership Wealth
Georgia
$1.25M
IA
44
Integrity Alliance
Iowa
$1.18M
Baird Financial Group
45
Baird Financial Group
Wisconsin
$1.1M
NA
46
NewEdge Advisors
Louisiana
$977K
PWA
47
PCG Wealth Advisors
Kansas
$905K
PSF
48
Pacific Sun Financial
California
$899K
Stifel Financial
49
Stifel Financial
Missouri
$884K
AA
50
Ancora Advisors
Ohio
$873K