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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
KWM
51
Kingsview Wealth Management
Oregon
$950K +$12.4K +175 +1%
FEG
52
Financial Enhancement Group
Indiana
$949K +$3.75K +53 +0.4%
TRCT
53
Tower Research Capital (TRC)
New York
$918K +$557K +7,880 +159%
SCA
54
Snowden Capital Advisors
New York
$902K +$109K +1,545 +14%
MIAN
55
Mariner Independent Advisor Network
Kansas
$893K -$740K -10,463 -45%
RA
56
RFG Advisory
Alabama
$872K +$13.2K +186 +2%
PSF
57
Pacific Sun Financial
California
$841K +$5.66K +80 +0.7%
SWP
58
Stratos Wealth Partners
Ohio
$812K – – –
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$798K +$790K +11,169 New
BFEC
60
Benjamin F. Edwards & Company
Missouri
$738K +$86.9K +1,228 +13%
IWM
61
IHT Wealth Management
Illinois
$726K +$104K +1,467 +17%
FWM
62
Frontier Wealth Management
Missouri
$663K +$4.53K +64 +0.7%
CF
63
Centaurus Financial
California
$587K +$105K +1,480 +22%
CIBC World Market
64
CIBC World Market
Ontario, Canada
$566K -$4.32K -61 -0.8%
BFG
65
Barber Financial Group
Kansas
$551K +$2.33K +33 +0.4%
JP Morgan Chase
66
JP Morgan Chase
New York
$537K -$9.83K -139 -2%
NFG
67
Nations Financial Group
Iowa
$488K -$153K -2,157 -24%
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$474K +$186K +2,636 +66%
M&T Bank
69
M&T Bank
New York
$473K – – –
IWC
70
Integrated Wealth Concepts
Massachusetts
$452K – – –
AP
71
Appleton Partners
Massachusetts
$410K – – –
US Bancorp
72
US Bancorp
Minnesota
$377K +$124K +1,753 +50%
Renaissance Technologies
73
Renaissance Technologies
New York
$350K -$149K -2,100 -30%
AWA
74
Acorn Wealth Advisors
Michigan
$312K +$16K +226 +5%
OPA
75
Old Port Advisors
Maine
$275K +$142K +2,001 New
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.