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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
AA
51
Ancora Advisors
Ohio
$879K -$30.1K -305 -4%
PWA
52
PCG Wealth Advisors
Kansas
$870K -$110K -1,111 -12%
IAS
53
Insigneo Advisory Services
Florida
$829K -$158K -1,600 -17%
AAS
54
Avantax Advisory Services
Texas
$825K -$474K -4,798 -38%
CWA
55
Clarus Wealth Advisors
Arizona
$787K -$101K -1,020 -12%
IWM
56
IHT Wealth Management
Illinois
$746K +$18.4K +186 +3%
PFA
57
Pinnacle Family Advisors
Missouri
$723K +$676K +6,836 New
NAM
58
NTV Asset Management
West Virginia
$723K -$9.88K -100 -1%
CWM
59
Cornerstone Wealth Management
Missouri
$708K -$228K -2,303 -26%
BFEC
60
Benjamin F. Edwards & Company
Missouri
$707K -$9.39K -95 -1%
CWM
61
Concentrum Wealth Management
California
$699K -$37.6K -380 -5%
ASN
62
Advisory Services Network
Georgia
$648K -$46K -465 -7%
HWP
63
Hibernia Wealth Partners
Louisiana
$640K -$10.7K -108 -2%
IRC
64
Investors Research Corp
Georgia
$636K +$44.4K +449 +8%
CIA
65
Cascade Investment Advisors
Oregon
$634K +$9.88K +100 +2%
EH
66
Equitable Holdings
New York
$629K -$74.9K -758 -11%
PFS
67
Prospera Financial Services
Texas
$606K -$3.12M -31,557 -85%
MML Investors Services
68
MML Investors Services
Massachusetts
$601K -$33.5K -339 -6%
RFN
69
RDA Financial Network
Iowa
$591K – – –
IGWM
70
ICA Group Wealth Management
Colorado
$563K +$5.63K +57 +1%
Corient Private Wealth
71
Corient Private Wealth
Florida
$563K -$79.1K -800 -13%
CAGAS
72
Capital Advisory Group Advisory Services
Minnesota
$561K -$14.8K -150 -3%
LWA
73
Lineweaver Wealth Advisors
Ohio
$544K +$271K +2,739 New
Fidelity Investments
74
Fidelity Investments
Massachusetts
$528K -$59.2K -599 -11%
SWP
75
Stratos Wealth Partners
Ohio
$526K -$117K -1,186 -19%
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.