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First Trust US Equity Opportunities ETF
FPX

89 hedge funds and large institutions have $364M invested in First Trust US Equity Opportunities ETF in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 45 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

96% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 23

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

0% more funds holding

Funds holding: 89 → 89 (0)

2% less capital invested

Capital invested by funds: $370M → $364M (-$5.77M)

2.55% less ownership

Funds ownership: 44.46% → 41.91% (-2.5%)

Holders
89
Holders Change
–
Holders Change %
0%
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
45
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$6.63M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.32M
3
LPL Financial
LPL Financial
California
+$2.31M
4
CPIG
Chicago Partners Investment Group
Illinois
+$1.28M
5
Morgan Stanley
Morgan Stanley
New York
+$1.08M

Top Sellers

1
Citigroup
Citigroup
New York
-$41.3M
2
BTS
BB&T Securities
Virginia
-$8.24M
3
IWM
IHT Wealth Management
Illinois
-$4.5M
4
Wells Fargo
Wells Fargo
California
-$1.82M
5
Jane Street
Jane Street
New York
-$756K
Name Holding Trade Value Shares
Change 		Change in
Stake
PG
76
Patten Group
Tennessee
$38K +$61 +1 +0.2%
WTB
77
Washington Trust Bank
Washington
$35K – – –
AIP
78
Ameritas Investment Partners
Nebraska
$32K – – –
LC
79
Landaas & Company
Wisconsin
$27K +$25.9K +423 New
SSB
80
Sandy Spring Bank
Maryland
$26K – – –
WOC
81
West Oak Capital
California
$16K – – –
WAM
82
Wealthspire Advisors (Maryland)
Maryland
$14K – – –
FANJ
83
Financial Architects (New Jersey)
New Jersey
$6K – – –
US Bancorp
84
US Bancorp
Minnesota
$6K +$5.32K +87 New
BlackRock
85
BlackRock
New York
$5K – – –
AFNAS
86
American Financial Network Advisory Services
California
$3K +$3.06K +50 New
SEI Investments
87
SEI Investments
Pennsylvania
$2K – – –
AIM
88
Advantage Investment Management
Iowa
$1K – – –
Citadel Advisors
89
Citadel Advisors
Florida
– -$593K -9,927 Closed
Creative Planning
90
Creative Planning
Kansas
– -$69K -1,148 Closed
NA
91
NewEdge Advisors
Louisiana
– -$49.3K -831 Closed
WEC
92
Winslow Evans & Crocker
Massachusetts
– -$44.8K -750 Closed
EA
93
Edge Advisors
Georgia
– -$7K -118 Closed
PSUF
94
People's United Financial
Connecticut
– -$5K -86 Closed
ASN
95
Advisory Services Network
Georgia
– -$4K -63 Closed
1 2 3
4

FPX Hedge Fund Activity: Q3 2017 in Review

89 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q3 2017, worth a combined $364M — down 1.6% from $370M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FPX positions and 7 closed out — a net gain of 1 holder — while 45 added to existing stakes and 23 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $6.63M. The largest seller was Citigroup, cutting an estimated $41.3M.

  • 89 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q3 2017, unchanged from Q2 2017.
  • Funds reported $364M of First Trust US Equity Opportunities ETF stock for Q3 2017, down 1.6% quarter-over-quarter.
  • 8 funds opened new First Trust US Equity Opportunities ETF positions in Q3 2017 and 7 closed out, a net change of +1 holder.
  • The largest First Trust US Equity Opportunities ETF buyer in Q3 2017 was Goldman Sachs, an estimated $6.63M added.
  • The largest First Trust US Equity Opportunities ETF seller in Q3 2017 was Citigroup, an estimated $41.3M sold.

Based on aggregated 13F filings for Q3 2017.