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First Trust US Equity Opportunities ETF
FPX

151 hedge funds and large institutions have $304M invested in First Trust US Equity Opportunities ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 75 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3.1% less ownership

Funds ownership: 46.63% → 43.52% (-3.1%)

7% less funds holding

Funds holding: 162 → 151 (-11)

16% less capital invested

Capital invested by funds: $360M → $304M (-$56M)

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

76% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 75

Holders
151
Holders Change
-11
Holders Change %
-6.79%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
18
Reduced
75
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$3.92M
2
SEIA
Signature Estate & Investment Advisors
California
+$1.34M
3
Goldman Sachs
Goldman Sachs
New York
+$802K
4
Jane Street
Jane Street
New York
+$749K
5
IA
IFG Advisory
Georgia
+$672K

Top Sellers

1
GM
GeoWealth Management
Illinois
-$7.55M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$5M
3
SAG
SageView Advisory Group
California
-$3.31M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$2.66M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
51
IFG Advisory
Georgia
$662K +$672K +6,668 New
NAM
52
NTV Asset Management
West Virginia
$649K -$30.3K -300 -4%
CWM
53
Concentrum Wealth Management
California
$636K -$20.2K -200 -3%
AAS
54
Avantax Advisory Services
Texas
$634K -$143K -1,422 -18%
CWM
55
Cornerstone Wealth Management
Missouri
$616K -$49.5K -491 -7%
IRC
56
Investors Research Corp
Georgia
$611K +$14.8K +147 +2%
ASN
57
Advisory Services Network
Georgia
$608K -$202 -2 -0%
IAS
58
Insigneo Advisory Services
Florida
$603K -$131K -1,303 -17%
CIA
59
Cascade Investment Advisors
Oregon
$603K +$7.56K +75 +1%
KA
60
Kovack Advisors
Florida
$593K +$602K +5,974 New
PFS
61
Prospera Financial Services
Texas
$568K -$1.41K -14 -0.2%
APWA
62
Atlas Private Wealth Advisors
New Jersey
$555K +$245K +2,427 +77%
RFN
63
RDA Financial Network
Iowa
$552K -$2.82K -28 -0.5%
EH
64
Equitable Holdings
New York
$543K -$48.6K -482 -8%
BFEC
65
Benjamin F. Edwards & Company
Missouri
$539K -$126K -1,254 -19%
IGWM
66
ICA Group Wealth Management
Colorado
$529K – – –
Corient Private Wealth
67
Corient Private Wealth
Florida
$529K – – –
MML Investors Services
68
MML Investors Services
Massachusetts
$519K -$46.5K -461 -8%
Fidelity Investments
69
Fidelity Investments
Massachusetts
$491K -$4.74K -47 -0.9%
IPW
70
Impact Partnership Wealth
Georgia
$470K +$15K +149 +3%
CAGAS
71
Capital Advisory Group Advisory Services
Minnesota
$453K -$75.6K -750 -14%
OMC
72
Old Mission Capital
Illinois
$440K +$447K +4,430 New
JIP
73
Jaffetilchin Investment Partners
Florida
$406K -$1.41K -14 -0.3%
SWP
74
Stratos Wealth Partners
Ohio
$402K -$93.4K -926 -19%
Focus Partners Wealth
75
Focus Partners Wealth
Massachusetts
$397K +$403K +4,000 New
1 2
3
4 5

FPX Hedge Fund Activity: Q2 2024 in Review

151 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q2 2024, worth a combined $304M — down 16% from $360M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of FPX and 13 opened new positions — a net loss of 7 holders — while 75 trimmed existing stakes and 18 added.

The largest buyer was Citadel Advisors, adding an estimated $3.92M. The largest seller was GeoWealth Management, exiting entirely with an estimated $7.55M sold.

  • 151 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q2 2024, down from 162 in Q1 2024.
  • Funds reported $304M of First Trust US Equity Opportunities ETF stock for Q2 2024, down 16% quarter-over-quarter.
  • 13 funds opened new First Trust US Equity Opportunities ETF positions in Q2 2024 and 20 closed out, a net change of -7 holders.
  • The largest First Trust US Equity Opportunities ETF buyer in Q2 2024 was Citadel Advisors, an estimated $3.92M added.
  • The largest First Trust US Equity Opportunities ETF seller in Q2 2024 was GeoWealth Management, an estimated $7.55M sold.

Based on aggregated 13F filings for Q2 2024.