First Trust US Equity Opportunities ETF
FPX
163 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 20 funds opening new positions, 36 increasing their positions, 63 reducing their positions, and 38 closing their positions.
2.25% more ownership
Funds ownership: 46.4% → 48.65% (+2.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $364M → $355M (-$9.19M)
12% less funds holding
Funds holding: 186 → 163 (-23)
43% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 63
47% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$14M |
| 2 |
BWP
Bernardo Wealth Planning
Harleysville,
Pennsylvania
|
+$7.34M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
+$6.22M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$3.94M |
| 5 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$2.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.23M |
| 2 |
GLA
Good Life Advisors
Reading,
Pennsylvania
|
-$2.09M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.97M |
| 4 |
LAS
Lloyd Advisory Services
Suwanee,
Georgia
|
-$1.93M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.16M |
FPX Hedge Fund Activity: Q1 2025 in Review
163 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q1 2025, worth a combined $355M — down 2.5% from $364M a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of FPX and 20 opened new positions — a net loss of 18 holders — while 63 trimmed existing stakes and 36 added.
The largest buyer was LPL Financial, adding an estimated $14M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.23M sold.
- 163 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q1 2025, down from 186 in Q4 2024.
- Funds reported $355M of First Trust US Equity Opportunities ETF stock for Q1 2025, down 2.5% quarter-over-quarter.
- 20 funds opened new First Trust US Equity Opportunities ETF positions in Q1 2025 and 38 closed out, a net change of -18 holders.
- The largest First Trust US Equity Opportunities ETF buyer in Q1 2025 was LPL Financial, an estimated $14M added.
- The largest First Trust US Equity Opportunities ETF seller in Q1 2025 was Citadel Advisors, an estimated $2.23M sold.
Based on aggregated 13F filings for Q1 2025.