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First Trust US Equity Opportunities ETF
FPX

112 hedge funds and large institutions have $490M invested in First Trust US Equity Opportunities ETF in 2018 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 59 increasing their positions, 12 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

392% more repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 12

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

9% more capital invested

Capital invested by funds: $451M → $490M (+$39.1M)

7% more funds holding

Funds holding: 105 → 112 (+7)

0.39% more ownership

Funds ownership: 44.55% → 44.94% (+0.39%)

Holders
112
Holders Change
+7
Holders Change %
+6.67%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
19
Increased
59
Reduced
12
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
+$14.5M
2
RJFSA
Raymond James Financial Services Advisors
Florida
+$6.57M
3
Bank of America
Bank of America
North Carolina
+$5.04M
4
Jane Street
Jane Street
New York
+$2.54M
5
Citigroup
Citigroup
New York
+$2.19M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$6.8M
2
Nomura Asset Management
Nomura Asset Management
Japan
-$2.58M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.7M
4
CCA
Catalyst Capital Advisors
New York
-$602K
5
PAG
Private Advisor Group
New Jersey
-$586K
Name Holding Trade Value Shares
Change 		Change in
Stake
BRWA
76
B. Riley Wealth Advisors
Florida
$223K +$230K +3,246 New
SG
77
StoneX Group
New York
$215K +$223K +3,137 New
PWAG
78
Polaris Wealth Advisory Group
California
$102K -$295K -4,156 -74%
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$102K – – –
GWM
80
Geneos Wealth Management
Colorado
$93K +$3.26K +46 +3%
APP
81
Avantax Planning Partners
Iowa
$71K +$73.4K +1,034 New
WAP
82
Wealthcare Advisory Partners
Pennsylvania
$69K +$71 +1 +0.1%
CHC
83
City Holding Co
West Virginia
$51K -$10.6K -150 -17%
GT
84
Glenmede Trust
Pennsylvania
$51K – – –
GRP
85
Global Retirement Partners
California
$46K – – –
APA
86
American Portfolios Advisors
New York
$42.7K – – –
JCM
87
Jacobi Capital Management
Pennsylvania
$41K -$1.77K -25 -4%
PG
88
Patten Group
Tennessee
$41K – – –
WTB
89
Washington Trust Bank
Washington
$38K – – –
AIP
90
Ameritas Investment Partners
Nebraska
$34K – – –
MOS
91
MGO One Seven
Ohio
$28K +$12.1K +170 +71%
SSB
92
Sandy Spring Bank
Maryland
$27K – – –
POIA
93
Pin Oak Investment Advisors
Texas
$24K +$24.6K +347 New
WWMSC
94
Wagner Wealth Management (South Carolina)
South Carolina
$20K – – –
WOC
95
West Oak Capital
California
$17.1K +$17.7K +250 New
ASN
96
Advisory Services Network
Georgia
$17K – – –
WAM
97
Wealthspire Advisors (Maryland)
Maryland
$15K – – –
RCAG
98
Rehmann Capital Advisory Group
Michigan
$14K +$14.6K +206 New
ACM
99
Aviance Capital Management
Florida
$12K +$12.6K +177 New
CIBC Private Wealth Group
100
CIBC Private Wealth Group
Georgia
$10K – – –
1 2 3
4
5

FPX Hedge Fund Activity: Q1 2018 in Review

112 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q1 2018, worth a combined $490M — up 8.7% from $451M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new FPX positions and 11 closed out — a net gain of 8 holders — while 59 added to existing stakes and 12 trimmed.

The largest buyer was Wells Fargo, adding an estimated $14.5M. The largest seller was Morgan Stanley, cutting an estimated $6.8M.

  • 112 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q1 2018, up from 105 in Q4 2017.
  • Funds reported $490M of First Trust US Equity Opportunities ETF stock for Q1 2018, up 8.7% quarter-over-quarter.
  • 19 funds opened new First Trust US Equity Opportunities ETF positions in Q1 2018 and 11 closed out, a net change of +8 holders.
  • The largest First Trust US Equity Opportunities ETF buyer in Q1 2018 was Wells Fargo, an estimated $14.5M added.
  • The largest First Trust US Equity Opportunities ETF seller in Q1 2018 was Morgan Stanley, an estimated $6.8M sold.

Based on aggregated 13F filings for Q1 2018.