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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
KDA
51
Kraft Davis & Associates
Missouri
$929K -$37.6K -314 -4%
CWA
52
Clarus Wealth Advisors
Arizona
$867K -$52.3K -437 -6%
EA
53
Eclectic Associates
California
$846K +$414K +3,457 +95%
IWM
54
IHT Wealth Management
Illinois
$829K +$18.7K +156 +2%
Creative Planning
55
Creative Planning
Kansas
$805K +$120 +1 +0%
HGERS
56
Householder Group Estate & Retirement Specialist
Arizona
$789K +$11.5K +96 +1%
AAP
57
Arax Advisory Partners
Colorado
$779K -$176K -1,471 -18%
IRC
58
Investors Research Corp
Georgia
$729K
CWM
59
Cornerstone Wealth Management
Missouri
$725K +$1.68K +14 +0.2%
CIA
60
Cascade Investment Advisors
Oregon
$725K
NAM
61
NTV Asset Management
West Virginia
$721K -$12K -100 -2%
CWM
62
Concentrum Wealth Management
California
$718K -$24K -200 -3%
ASN
63
Advisory Services Network
Georgia
$713K -$19K -159 -3%
IA
64
IFG Advisory
Georgia
$694K +$695K +5,804 New
APWA
65
Atlas Private Wealth Advisors
New Jersey
$668K +$240 +2 +0%
KA
66
Kovack Advisors
Florida
$656K -$7.31K -61 -1%
BEI
67
Benjamin Edwards Inc
Missouri
$638K -$3.23K -27 -0.5%
RFN
68
RDA Financial Network
Iowa
$631K -$6.35K -53 -1%
MML Investors Services
69
MML Investors Services
Massachusetts
$621K +$28.6K +239 +5%
Fidelity Investments
70
Fidelity Investments
Massachusetts
$611K +$24.9K +208 +4%
PFS
71
Prospera Financial Services
Texas
$587K +$240 +2 +0%
MQWP
72
Morey & Quinn Wealth Partners
Nebraska
$557K +$559K +4,665 New
JIP
73
Jaffetilchin Investment Partners
Florida
$489K +$240 +2 +0%
Focus Partners Wealth
74
Focus Partners Wealth
Massachusetts
$481K -$56.9K -475 -11%
CAPTRUST Financial Advisors
75
CAPTRUST Financial Advisors
North Carolina
$458K +$110K +921 +32%

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.