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First Trust US Equity Opportunities ETF
FPX

116 hedge funds and large institutions have $522M invested in First Trust US Equity Opportunities ETF in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 25

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

7% more capital invested

Capital invested by funds: $490M → $522M (+$32.4M)

4% more funds holding

Funds holding: 112 → 116 (+4)

3.51% more ownership

Funds ownership: 44.94% → 48.46% (+3.5%)

Holders
116
Holders Change
+4
Holders Change %
+3.57%
% of All Funds
2.66%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
14
Increased
51
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$44M
2
Citigroup
Citigroup
New York
+$29.2M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$7.04M
4
Bank of America
Bank of America
North Carolina
+$4.56M
5
RJA
Raymond James & Associates
Florida
+$2.85M

Top Sellers

1
MIH
Meitav Investment House
Israel
-$37M
2
UBS Group
UBS Group
Switzerland
-$14.8M
3
NFG
Next Financial Group
Texas
-$1.59M
4
Wells Fargo
Wells Fargo
California
-$1.42M
5
MIAN
Mariner Independent Advisor Network
Kansas
-$740K
Name Holding Trade Value Shares
Change 		Change in
Stake
Baird Financial Group
26
Baird Financial Group
Wisconsin
$2.85M +$74.7K +1,056 +3%
Stifel Financial
27
Stifel Financial
Missouri
$2.56M +$142K +2,007 +6%
PGA
28
Premia Global Advisors
Florida
$2.39M +$2.43M +34,297 New
WI
29
Wintrust Investments
Illinois
$2.18M +$78.8K +1,114 +4%
SB
30
Suntrust Banks
Georgia
$2.01M -$435K -6,148 -15%
MML Investors Services
31
MML Investors Services
Massachusetts
$1.88M -$68.8K -973 -4%
HFS
32
HL Financial Services
Kentucky
$1.85M -$14K -198 -0.8%
CPIG
33
Chicago Partners Investment Group
Illinois
$1.83M -$23.8K -336 -1%
PAG
34
Private Advisor Group
New Jersey
$1.82M +$531K +7,507 +42%
IA
35
IFP Advisors
Florida
$1.81M +$294K +4,159 +20%
CAN
36
Cetera Advisor Networks
California
$1.77M +$10.6K +150 +0.6%
PFS
37
Prospera Financial Services
Texas
$1.68M +$136K +1,922 +9%
Citadel Advisors
38
Citadel Advisors
Florida
$1.6M +$1.59M +22,430 New
WS
39
Wedbush Securities
California
$1.56M +$42.7K +603 +3%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$1.41M +$527K +7,445 +60%
HighTower Advisors
41
HighTower Advisors
Illinois
$1.3M -$44.9K -635 -3%
CAGAS
42
Capital Advisory Group Advisory Services
Minnesota
$1.25M -$22.5K -318 -2%
BTS
43
BB&T Securities
Virginia
$1.24M -$23.3K -330 -2%
CA
44
Cetera Advisors
Colorado
$1.21M +$100K +1,414 +9%
NAM
45
NTV Asset Management
West Virginia
$1.21M +$14.1K +200 +1%
AA
46
Ancora Advisors
Ohio
$1.12M -$21.2K -300 -2%
SPIA
47
Steward Partners Investment Advisory
New York
$1.1M +$408K +5,773 +60%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$1.09M +$8.63K +122 +0.8%
SAM
49
SignalPoint Asset Management
Missouri
$956K -$13.7K -194 -1%
OC
50
Oppenheimer & Co
New York
$954K +$4.95K +70 +0.5%
1
2
3 4 5

FPX Hedge Fund Activity: Q2 2018 in Review

116 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q2 2018, worth a combined $522M — up 6.6% from $490M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FPX positions and 8 closed out — a net gain of 6 holders — while 51 added to existing stakes and 25 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $44M. The largest seller was Meitav Investment House, exiting entirely with an estimated $37M sold.

  • 116 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q2 2018, up from 112 in Q1 2018.
  • Funds reported $522M of First Trust US Equity Opportunities ETF stock for Q2 2018, up 6.6% quarter-over-quarter.
  • 14 funds opened new First Trust US Equity Opportunities ETF positions in Q2 2018 and 8 closed out, a net change of +6 holders.
  • The largest First Trust US Equity Opportunities ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $44M added.
  • The largest First Trust US Equity Opportunities ETF seller in Q2 2018 was Meitav Investment House, an estimated $37M sold.

Based on aggregated 13F filings for Q2 2018.