First Trust US Equity Opportunities ETF
165 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, 65 reducing their positions, and 38 closing their positions.
88% more capital inflows, than outflows
Capital inflows: $46.1M | Capital outflows: $24.5M
2.29% more ownership
Funds ownership: 46.44% → 48.73% (+2.3%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
12% less funds holding
Funds holding: 187 → 165 (-22)
45% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 65
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 |
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 |
Congress Wealth Management
Boston,
Massachusetts
|
+$2.43M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.23M |
| 2 |
Good Life Advisors
Reading,
Pennsylvania
|
-$2.09M |
| 3 |
AE Wealth Management
Topeka,
Kansas
|
-$1.97M |
| 4 |
Lloyd Advisory Services
Suwanee,
Georgia
|
-$1.93M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.16M |
FPX Hedge Fund Activity: Q1 2025 in Review
165 of the 7,486 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 2.4% 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 65 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.
- 165 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q1 2025, down from 187 in Q4 2024.
- Funds reported $355M of First Trust US Equity Opportunities ETF stock for Q1 2025, down 2.4% 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.