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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 %
Envestnet Portfolio Solutions
176
Envestnet Portfolio Solutions
Illinois
– -$216K -1,807 Closed
IWM
177
Integris Wealth Management
California
– -$212K -1,772 Closed
VA
178
Valmark Advisers
Ohio
– -$211K -1,768 Closed
AP
179
Appleton Partners
Massachusetts
– -$205K -1,716 Closed
KFA
180
Kapstone Financial Advisors
Ohio
– -$209K -1,616 Closed
FWM
181
FLP Wealth Management
Arkansas
– -$188K -1,572 Closed
CA
182
Continuum Advisory
Idaho
– -$141K -1,183 Closed
BTI
183
Blue Trust Inc
Georgia
– -$105K -880 Closed
DRP
184
Decker Retirement Planning
Utah
– -$70.3K -588 Closed
PFA
185
Pathway Financial Advisers
Indiana
– -$56.2K -471 Closed
BT
186
Banque Transatlantique
France
– -$98.5K -405 Closed
AF
187
Atala Financial
California
– -$40K -335 Closed
GBT
188
Grove Bank & Trust
Florida
– -$23.9K -200 Closed
Q1WB
189
Quest 10 Wealth Builders
Virginia
– -$23.5K -197 Closed
T
190
Transce3nd
Texas
– -$20.8K -174 Closed
GM
191
GeoWealth Management
Illinois
– -$16.4K -137 Closed
SIS
192
Sound Income Strategies
Florida
– -$10.3K -86 Closed
FWM
193
FSA Wealth Management
Massachusetts
– -$6.1K -51 Closed
VWA
194
VSM Wealth Advisory
Maryland
– -$4.54K -38 Closed
PA
195
Pineridge Advisors
Missouri
– -$3.71K -31 Closed
OP
196
ORG Partners
Indiana
– -$3.52K -29 Closed
CJ
197
Caitlin John
Michigan
– -$1.43K -12 Closed
BA
198
Bellwether Advisors
Nebraska
– -$816 -7 Closed
NMG
199
New Millennium Group
Utah
– -$239 -2 Closed
4 5 6 7
8