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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

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
Holders
161
Holders Change
-24
Holders Change %
-12.97%
% of All Funds
2.19%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
19
Increased
36
Reduced
63
Closed
38
Calls
$33K
Puts
–
Net Calls
+$33K
Net Calls Change
+$33K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$43.6M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$5.59M
3
BWP
3
Bernardo Wealth Planning
Pennsylvania
$5.29M
4
Wells Fargo
4
Wells Fargo
California
$32.1M
5
CWM
5
Congress Wealth Management
Massachusetts
$11M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$0
2
LAS
2
Lloyd Advisory Services
Georgia
$0
3
GLA
3
Good Life Advisors
Pennsylvania
$2.54M
4
AWM
4
AE Wealth Management
Kansas
$294K
5
AR
5
Apeiron RIA
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
151
Kozak & Associates
Colorado
$6.84K – – –
Comerica Bank
152
Comerica Bank
Texas
$3.69K – – –
KFGG
153
Keystone Financial Group (Georgia)
Georgia
$3.08K +$3.08K +25 New
SC
154
Swan Capital
Florida
$3.02K +$3.02K +27 New
CTB
155
Country Trust Bank
Illinois
$3.02K +$3.02K +27 New
RMP
156
Richards, Merrill & Peterson
Washington
$2.24K +$2.24K +20 New
WWM
157
Wolff Wiese Magana
California
$894 – – –
DFA
158
DHJJ Financial Advisors
Illinois
$671 – – –
RF
159
Rossby Financial
Florida
$353 +$353 +3 New
TRCT
160
Tower Research Capital (TRC)
New York
$112 +$112 +1 New
GWSA
161
Global Wealth Strategies & Associates
Colorado
$112 +$112 +1 New
Citadel Advisors
162
Citadel Advisors
Florida
– -$2.23M -18,695 Closed
LAS
163
Lloyd Advisory Services
Georgia
– -$1.93M -16,153 Closed
CWA
164
Clarus Wealth Advisors
Arizona
– -$867K -7,265 Closed
AR
165
Apeiron RIA
Texas
– -$1.06M -4,343 Closed
PFA
166
Pinnacle Family Advisors
Missouri
– -$457K -3,823 Closed
BOSSRA
167
B.O.S.S. Retirement Advisors
Utah
– -$445K -3,726 Closed
EWA
168
EverSource Wealth Advisors
Alabama
– -$391K -3,268 Closed
IAA
169
Independent Advisor Alliance
North Carolina
– -$323K -2,704 Closed
AOG
170
Alpha Omega Group
Virginia
– -$285K -2,388 Closed
TSS
171
Two Sigma Securities
New York
– -$264K -2,209 Closed
AWM
172
Accel Wealth Management
Iowa
– -$241K -2,020 Closed
FTUS
173
Flow Traders U.S.
New York
– -$227K -1,900 Closed
IAS
174
Insigneo Advisory Services
Florida
– -$217K -1,813 Closed
DAS
175
Dynamic Advisor Solutions
Arizona
– -$217K -1,812 Closed
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