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First Trust US Equity Opportunities ETF

162 hedge funds and large institutions have $341M invested in First Trust US Equity Opportunities ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 77 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 15

0.83% less ownership

Funds ownership: 45.85%45.02% (-0.83%)

3% less funds holding

Funds holding: 167162 (-5)

7% less capital invested

Capital invested by funds: $366M → $341M (-$25M)

51% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 77

Holders
162
Holders Change
-5
Holders Change %
-2.99%
% of All Funds
2.58%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
38
Reduced
77
Closed
15
Calls
$25K
Puts
Net Calls
+$25K
Net Calls Change
+$25K
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$3.06M +$243K +2,932 +9%
CA
27
Cetera Advisors
Colorado
$2.97M -$75.4K -910 -3%
Stifel Financial
28
Stifel Financial
Missouri
$2.48M -$81.9K -989 -3%
WWM
29
Western Wealth Management
Colorado
$2.16M -$145K -1,753 -6%
PAG
30
Private Advisor Group
New Jersey
$1.82M -$573K -6,917 -24%
CAN
31
Cetera Advisor Networks
California
$1.82M -$133K -1,610 -7%
CPIG
32
Chicago Partners Investment Group
Illinois
$1.82M -$53.8K -649 -3%
CBFP
33
Cedar Brook Financial Partners
Ohio
$1.73M +$2.15K +26 +0.1%
VF
34
VitalStone Financial
Texas
$1.59M +$833K +10,052 +331%
IF
35
Integrity Financial
Wyoming
$1.47M -$267K -3,221 -16%
JMPWA
36
JP Morgan Private Wealth Advisors
California
$1.41M -$178K -2,143 -11%
CA
37
Calton & Associates
Florida
$1.32M -$50.7K -612 -4%
Goldman Sachs
38
Goldman Sachs
New York
$1.32M +$77.1K +931 +6%
Mariner
39
Mariner
Kansas
$1.29M -$787K -9,500 -38%
FIM
40
Fernwood Investment Management
Massachusetts
$1.27M -$26.8K -324 -2%
AAS
41
Avantax Advisory Services
Texas
$1.2M -$121K -1,458 -9%
SWAG
42
Spectrum Wealth Advisory Group
California
$1.19M +$83 +1 +0%
AI
43
Atria Investments
North Carolina
$1.18M -$787K -9,500 -40%
CWM
44
Cornerstone Wealth Management
Missouri
$1.04M +$1.02M +12,363 New
SPIA
45
Steward Partners Investment Advisory
New York
$1.04M +$1.33K +16 +0.1%
WS
46
Wedbush Securities
California
$1M +$31.6K +381 +3%
PWA
47
PCG Wealth Advisors
Kansas
$1M -$188K -2,266 -16%
HGERS
48
Householder Group Estate & Retirement Specialist
Arizona
$938K +$925K +11,162 New
Citadel Advisors
49
Citadel Advisors
Florida
$909K -$1.33M -16,051 -60%
MML Investors Services
50
MML Investors Services
Massachusetts
$903K +$10.1K +122 +1%

FPX Hedge Fund Activity: Q1 2023 in Review

162 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q1 2023, worth a combined $341M — down 6.8% from $366M a quarter earlier.

Fund positioning in FPX was balanced in Q1 2023: 15 funds opened new positions, 15 closed out, 38 added to existing stakes and 77 trimmed.

The largest buyer was World Equity Group, adding an estimated $2.93M. The largest seller was Morgan Stanley, cutting an estimated $5.75M.

  • 162 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q1 2023, down from 167 in Q4 2022.
  • Funds reported $341M of First Trust US Equity Opportunities ETF stock for Q1 2023, down 6.8% quarter-over-quarter.
  • 15 funds opened new First Trust US Equity Opportunities ETF positions in Q1 2023 and 15 closed out, a net change of 0 holders.
  • The largest First Trust US Equity Opportunities ETF buyer in Q1 2023 was World Equity Group, an estimated $2.93M added.
  • The largest First Trust US Equity Opportunities ETF seller in Q1 2023 was Morgan Stanley, an estimated $5.75M sold.

Based on aggregated 13F filings for Q1 2023.