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First Trust US Equity Opportunities ETF
FPX

162 hedge funds and large institutions have $360M invested in First Trust US Equity Opportunities ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 83 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 166 → 162 (-4)

6.76% less ownership

Funds ownership: 53.39% → 46.63% (-6.8%)

10% less capital invested

Capital invested by funds: $402M → $360M (-$41.6M)

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

64% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 83

Holders
162
Holders Change
-4
Holders Change %
-2.41%
% of All Funds
2.33%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
30
Reduced
83
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAG
SageView Advisory Group
California
+$7.07M
2
GM
GeoWealth Management
Illinois
+$7.05M
3
CA
Cetera Advisors
Colorado
+$2.83M
4
CCA
Cottonwood Capital Advisors
Utah
+$2.51M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.42M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$67.8M
2
ACA
Ascension Capital Advisors
Texas
-$4.34M
3
PFS
Prospera Financial Services
Texas
-$3.12M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.03M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
26
Harbour Investments
Wisconsin
$3.4M -$29.1K -294 -0.9%
KAS
27
Kestra Advisory Services
Texas
$3.36M +$125K +1,262 +4%
SAG
28
SageView Advisory Group
California
$3.31M +$7.07M +71,526 New
WWM
29
Western Wealth Management
Colorado
$2.55M -$18.6K -188 -0.8%
CCA
30
Cottonwood Capital Advisors
Utah
$2.34M +$2.51M +25,383 +927%
PAG
31
Private Advisor Group
New Jersey
$2.33M -$98.8K -1,000 -4%
CAN
32
Cetera Advisor Networks
California
$2.22M -$151K -1,526 -7%
Goldman Sachs
33
Goldman Sachs
New York
$2.15M +$2.01M +20,307 New
AA
34
Advisory Alpha
Michigan
$2M -$360K -3,643 -16%
CPIG
35
Chicago Partners Investment Group
Illinois
$1.98M +$118K +1,195 +6%
OBWG
36
Onyx Bridge Wealth Group
New York
$1.82M -$205K -2,074 -10%
Stifel Financial
37
Stifel Financial
Missouri
$1.74M +$63.6K +644 +4%
FIM
38
Fernwood Investment Management
Massachusetts
$1.69M +$24.8K +251 +2%
CA
39
Calton & Associates
Florida
$1.61M -$43K -435 -3%
Mariner
40
Mariner
Kansas
$1.53M -$124K -1,259 -8%
CBFP
41
Cedar Brook Financial Partners
Ohio
$1.5M -$9.19K -93 -0.7%
NA
42
NewEdge Advisors
Louisiana
$1.49M -$145K -1,465 -9%
KDA
43
Kraft Davis & Associates
Missouri
$1.31M -$80.4K -814 -6%
SWAG
44
Spectrum Wealth Advisory Group
California
$1.31M – – –
AI
45
Atria Investments
North Carolina
$1.24M -$70.8K -716 -6%
SPIA
46
Steward Partners Investment Advisory
New York
$1.21M +$41.8K +423 +4%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$1.19M -$22.4K -227 -2%
Citadel Advisors
48
Citadel Advisors
Florida
$1.06M -$3.03M -30,696 -75%
HGERS
49
Householder Group Estate & Retirement Specialist
Arizona
$1.02M -$34.1K -345 -3%
PSF
50
Pacific Sun Financial
California
$946K -$22.7K -230 -3%
1
2
3 4 5

FPX Hedge Fund Activity: Q1 2024 in Review

162 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q1 2024, worth a combined $360M — down 10% from $402M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of FPX and 14 opened new positions — a net loss of 2 holders — while 83 trimmed existing stakes and 30 added.

The largest buyer was SageView Advisory Group, opening a new position worth an estimated $7.07M. The largest seller was Morgan Stanley, cutting an estimated $67.8M.

  • 162 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q1 2024, down from 166 in Q4 2023.
  • Funds reported $360M of First Trust US Equity Opportunities ETF stock for Q1 2024, down 10% quarter-over-quarter.
  • 14 funds opened new First Trust US Equity Opportunities ETF positions in Q1 2024 and 16 closed out, a net change of -2 holders.
  • The largest First Trust US Equity Opportunities ETF buyer in Q1 2024 was SageView Advisory Group, an estimated $7.07M added.
  • The largest First Trust US Equity Opportunities ETF seller in Q1 2024 was Morgan Stanley, an estimated $67.8M sold.

Based on aggregated 13F filings for Q1 2024.