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First Trust US Equity Opportunities ETF

186 hedge funds and large institutions have $364M invested in First Trust US Equity Opportunities ETF in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 40 increasing their positions, 64 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

363% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 8

15% more funds holding

Funds holding: 162186 (+24)

10% more capital invested

Capital invested by funds: $330M → $364M (+$33.8M)

1.32% more ownership

Funds ownership: 45.08%46.4% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

38% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 64

Holders
186
Holders Change
+24
Holders Change %
+14.81%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
40
Reduced
64
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
26
Western Wealth Management
Colorado
$2.74M -$27.1K -226 -1%
PWS
27
Proactive Wealth Strategies
Georgia
$2.64M +$351K +2,932 +15%
GSWM
28
Golden State Wealth Management
California
$2.54M +$2.55M +21,282 New
CPIG
29
Chicago Partners Investment Group
Illinois
$2.35M -$719 -6 -0%
Citadel Advisors
30
Citadel Advisors
Florida
$2.23M +$739K +6,172 +49%
AWM
31
AE Wealth Management
Kansas
$2.21M -$1.16M -9,677 -34%
Jane Street
32
Jane Street
New York
$2.18M +$2.19M +18,259 New
PAG
33
Private Advisor Group
New Jersey
$2.04M -$135K -1,125 -6%
LAS
34
Lloyd Advisory Services
Georgia
$1.93M -$9.46K -79 -0.5%
OBWG
35
Onyx Bridge Wealth Group
New York
$1.92M +$1.68K +14 +0.1%
Stifel Financial
36
Stifel Financial
Missouri
$1.88M +$252K +2,104 +15%
Mariner
37
Mariner
Kansas
$1.87M +$281K +2,345 +18%
FIM
38
Fernwood Investment Management
Massachusetts
$1.86M +$5.15K +43 +0.3%
CA
39
Calton & Associates
Florida
$1.63M +$700K +5,842 +75%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$1.53M -$3.13M -26,088 -67%
SWAG
41
Spectrum Wealth Advisory Group
California
$1.44M -$30.5K -255 -2%
AI
42
Atria Investments
North Carolina
$1.4M -$62.2K -519 -4%
SEIA
43
Signature Estate & Investment Advisors
California
$1.39M -$81.2K -678 -5%
SPIA
44
Steward Partners Investment Advisory
New York
$1.32M +$1.2K +10 +0.1%
AR
45
Apeiron RIA
Texas
$1.06M +$520K +4,343 New
IPW
46
Impact Partnership Wealth
Georgia
$1.05M +$308K +2,574 +42%
NA
47
NewEdge Advisors
Louisiana
$1.03M -$129K -1,075 -11%
PWA
48
PCG Wealth Advisors
Kansas
$970K -$3.95K -33 -0.4%
PSF
49
Pacific Sun Financial
California
$967K -$25.8K -215 -3%
AA
50
Ancora Advisors
Ohio
$934K -$22.5K -188 -2%

FPX Hedge Fund Activity: Q4 2024 in Review

186 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q4 2024, worth a combined $364M — up 10% from $330M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new FPX positions and 8 closed out — a net gain of 29 holders — while 40 added to existing stakes and 64 trimmed.

The largest buyer was Truist Financial, adding an estimated $2.79M. The largest seller was Susquehanna International Group, cutting an estimated $3.13M.

  • 186 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q4 2024, up from 162 in Q3 2024.
  • Funds reported $364M of First Trust US Equity Opportunities ETF stock for Q4 2024, up 10% quarter-over-quarter.
  • 37 funds opened new First Trust US Equity Opportunities ETF positions in Q4 2024 and 8 closed out, a net change of +29 holders.
  • The largest First Trust US Equity Opportunities ETF buyer in Q4 2024 was Truist Financial, an estimated $2.79M added.
  • The largest First Trust US Equity Opportunities ETF seller in Q4 2024 was Susquehanna International Group, an estimated $3.13M sold.

Based on aggregated 13F filings for Q4 2024.