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First Trust US Equity Opportunities ETF

160 hedge funds and large institutions have $362M invested in First Trust US Equity Opportunities ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $341M → $362M (+$21.3M)

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

0.85% more ownership

Funds ownership: 45.02%45.88% (+0.85%)

1% less funds holding

Funds holding: 162160 (-2)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

51% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 67

Holders
160
Holders Change
-2
Holders Change %
-1.23%
% of All Funds
2.51%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
33
Reduced
67
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$3.3M +$2.75M +33,193 +766%
CA
27
Cetera Advisors
Colorado
$3.28M +$148K +1,779 +5%
HI
28
Harbour Investments
Wisconsin
$3.12M -$236K -2,841 -7%
GM
29
GeoWealth Management
Illinois
$2.98M +$2.8M +33,784 New
Citadel Advisors
30
Citadel Advisors
Florida
$2.94M +$1.87M +22,586 +209%
PNC Financial Services Group
31
PNC Financial Services Group
Pennsylvania
$2.92M -$273K -3,294 -9%
OBWG
32
Onyx Bridge Wealth Group
New York
$2.77M +$2.61M +31,442 New
Stifel Financial
33
Stifel Financial
Missouri
$2.58M -$22.7K -273 -0.9%
AA
34
Advisory Alpha
Michigan
$2.23M +$1.41M +17,015 +207%
WWM
35
Western Wealth Management
Colorado
$2.21M -$58.3K -703 -3%
CAN
36
Cetera Advisor Networks
California
$1.9M -$13.2K -159 -0.7%
CPIG
37
Chicago Partners Investment Group
Illinois
$1.9M -$127K -1,533 -7%
PAG
38
Private Advisor Group
New Jersey
$1.86M -$47.2K -569 -3%
KDA
39
Kraft Davis & Associates
Missouri
$1.81M +$1.72M +20,710 New
CBFP
40
Cedar Brook Financial Partners
Ohio
$1.8M -$14.4K -173 -0.8%
AWM
41
AE Wealth Management
Kansas
$1.64M +$988K +11,902 +177%
NA
42
NewEdge Advisors
Louisiana
$1.58M +$793K +9,557 +114%
CA
43
Calton & Associates
Florida
$1.39M +$6.97K +84 +0.5%
FIM
44
Fernwood Investment Management
Massachusetts
$1.38M +$39.8K +479 +3%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$1.31M -$2.36M -28,447 -66%
Mariner
46
Mariner
Kansas
$1.31M -$38.1K -459 -3%
AI
47
Atria Investments
North Carolina
$1.26M +$16.1K +194 +1%
AAS
48
Avantax Advisory Services
Texas
$1.25M -$11.4K -137 -1%
SWAG
49
Spectrum Wealth Advisory Group
California
$1.15M -$93.5K -1,127 -8%
SPIA
50
Steward Partners Investment Advisory
New York
$1.09M

FPX Hedge Fund Activity: Q2 2023 in Review

160 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q2 2023, worth a combined $362M — up 6.3% from $341M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FPX positions and 16 closed out — a net gain of 1 holder — while 33 added to existing stakes and 67 trimmed.

The largest buyer was Prime Capital Investment Advisors, opening a new position worth an estimated $5.57M. The largest seller was Bank of America, cutting an estimated $6.81M.

  • 160 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q2 2023, down from 162 in Q1 2023.
  • Funds reported $362M of First Trust US Equity Opportunities ETF stock for Q2 2023, up 6.3% quarter-over-quarter.
  • 17 funds opened new First Trust US Equity Opportunities ETF positions in Q2 2023 and 16 closed out, a net change of +1 holder.
  • The largest First Trust US Equity Opportunities ETF buyer in Q2 2023 was Prime Capital Investment Advisors, an estimated $5.57M added.
  • The largest First Trust US Equity Opportunities ETF seller in Q2 2023 was Bank of America, an estimated $6.81M sold.

Based on aggregated 13F filings for Q2 2023.