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First Trust US Equity Opportunities ETF
FPX

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: 162 → 160 (-2)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-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
–

Top Buyers

1
PCIA
Prime Capital Investment Advisors
Kansas
+$5.57M
2
GM
GeoWealth Management
Illinois
+$2.8M
3
HighTower Advisors
HighTower Advisors
Illinois
+$2.75M
4
OBWG
Onyx Bridge Wealth Group
New York
+$2.61M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.87M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$6.81M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.31M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.54M
4
WEG
World Equity Group
Illinois
-$3.02M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$2.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
JMPWA
51
JP Morgan Private Wealth Advisors
California
$1.09M -$368K -4,433 -26%
CWM
52
Cornerstone Wealth Management
Missouri
$972K -$111K -1,339 -11%
WS
53
Wedbush Securities
California
$922K -$122K -1,474 -12%
PWA
54
PCG Wealth Advisors
Kansas
$914K -$129K -1,550 -13%
PSF
55
Pacific Sun Financial
California
$909K +$897K +10,814 New
IAS
56
Insigneo Advisory Services
Florida
$861K +$413K +4,976 +104%
RL
57
Retireful LLC
Michigan
$848K +$798K +9,614 New
AA
58
Ancora Advisors
Ohio
$822K – – –
CWA
59
Clarus Wealth Advisors
Arizona
$776K -$19.3K -233 -3%
APWA
60
Atlas Private Wealth Advisors
New Jersey
$730K +$340K +4,091 +98%
KA
61
Kovack Advisors
Florida
$723K -$58.2K -701 -8%
NAM
62
NTV Asset Management
West Virginia
$670K +$83 +1 +0%
IWM
63
IHT Wealth Management
Illinois
$656K -$20.7K -249 -3%
BFEC
64
Benjamin F. Edwards & Company
Missouri
$650K -$140K -1,688 -19%
CWM
65
Concentrum Wealth Management
California
$634K – – –
DI
66
DFPG Investments
Utah
$603K – – –
EH
67
Equitable Holdings
New York
$597K +$6.72K +81 +1%
ASN
68
Advisory Services Network
Georgia
$569K +$6.64K +80 +1%
SWP
69
Stratos Wealth Partners
Ohio
$569K +$129K +1,557 +32%
Two Sigma Investments
70
Two Sigma Investments
New York
$529K +$498K +6,000 New
RFN
71
RDA Financial Network
Iowa
$523K -$13.9K -168 -3%
Two Sigma Advisers
72
Two Sigma Advisers
New York
$520K +$490K +5,900 New
IWA
73
Intercontinental Wealth Advisors
Texas
$520K -$14.9K -180 -3%
MML Investors Services
74
MML Investors Services
Massachusetts
$506K -$416K -5,010 -47%
CIA
75
Cascade Investment Advisors
Oregon
$502K – – –
1 2
3
4 5

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.