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First Trust US Equity Opportunities ETF
FPX

116 hedge funds and large institutions have $522M invested in First Trust US Equity Opportunities ETF in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 25

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

7% more capital invested

Capital invested by funds: $490M → $522M (+$32.4M)

4% more funds holding

Funds holding: 112 → 116 (+4)

3.51% more ownership

Funds ownership: 44.94% → 48.46% (+3.5%)

Holders
116
Holders Change
+4
Holders Change %
+3.57%
% of All Funds
2.66%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
14
Increased
51
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$44M
2
Citigroup
Citigroup
New York
+$29.2M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$7.04M
4
Bank of America
Bank of America
North Carolina
+$4.56M
5
RJA
Raymond James & Associates
Florida
+$2.85M

Top Sellers

1
MIH
Meitav Investment House
Israel
-$37M
2
UBS Group
UBS Group
Switzerland
-$14.8M
3
NFG
Next Financial Group
Texas
-$1.59M
4
Wells Fargo
Wells Fargo
California
-$1.42M
5
MIAN
Mariner Independent Advisor Network
Kansas
-$740K
Name Holding Trade Value Shares
Change 		Change in
Stake
SG
76
StoneX Group
New York
$247K +$22.2K +314 +10%
GFPC
77
Global Financial Private Capital
Florida
$231K +$229K +3,236 New
PA
78
PFG Advisors
Arizona
$225K -$36K -509 -14%
BRWA
79
B. Riley Wealth Advisors
Florida
$215K -$17.5K -248 -8%
LNC
80
Lincoln National Corp
Pennsylvania
$205K +$203K +2,868 New
CWA
81
Clarus Wealth Advisors
Arizona
$134K +$138K +1,951 New
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$116K +$9.55K +135 +9%
GWM
83
Geneos Wealth Management
Colorado
$95K -$2.69K -38 -3%
HNB
84
Huntington National Bank
Ohio
$94K – – –
WAP
85
Wealthcare Advisory Partners
Pennsylvania
$72K +$212 +3 +0.3%
CHC
86
City Holding Co
West Virginia
$54K – – –
GT
87
Glenmede Trust
Pennsylvania
$54K – – –
GRP
88
Global Retirement Partners
California
$48K – – –
PWAG
89
Polaris Wealth Advisory Group
California
$46K -$58K -820 -55%
APA
90
American Portfolios Advisors
New York
$44.5K – – –
JCM
91
Jacobi Capital Management
Pennsylvania
$44K +$71 +1 +0.2%
PG
92
Patten Group
Tennessee
$43K – – –
SMFS
93
Squar Milner Financial Services
California
$43K +$42.4K +600 New
WTB
94
Washington Trust Bank
Washington
$40K – – –
FHA
95
Flagship Harbor Advisors
Massachusetts
$38K +$38.3K +541 New
AIP
96
Ameritas Investment Partners
Nebraska
$36K – – –
BCA
97
Bay Colony Advisors
Massachusetts
$30K +$29.8K +422 New
LC
98
Landaas & Company
Wisconsin
$30K +$29.9K +423 New
SSB
99
Sandy Spring Bank
Maryland
$29K – – –
POIA
100
Pin Oak Investment Advisors
Texas
$25K – – –
1 2 3
4
5

FPX Hedge Fund Activity: Q2 2018 in Review

116 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q2 2018, worth a combined $522M — up 6.6% from $490M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FPX positions and 8 closed out — a net gain of 6 holders — while 51 added to existing stakes and 25 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $44M. The largest seller was Meitav Investment House, exiting entirely with an estimated $37M sold.

  • 116 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q2 2018, up from 112 in Q1 2018.
  • Funds reported $522M of First Trust US Equity Opportunities ETF stock for Q2 2018, up 6.6% quarter-over-quarter.
  • 14 funds opened new First Trust US Equity Opportunities ETF positions in Q2 2018 and 8 closed out, a net change of +6 holders.
  • The largest First Trust US Equity Opportunities ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $44M added.
  • The largest First Trust US Equity Opportunities ETF seller in Q2 2018 was Meitav Investment House, an estimated $37M sold.

Based on aggregated 13F filings for Q2 2018.