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First Trust US Equity Opportunities ETF

131 hedge funds and large institutions have $508M invested in First Trust US Equity Opportunities ETF in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 57 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 33

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

2% more capital invested

Capital invested by funds: $496M → $508M (+$11.2M)

0% more funds holding

Funds holding: 131131 (0)

1.79% less ownership

Funds ownership: 44.39%42.61% (-1.8%)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
131
Holders Change
Holders Change %
0%
% of All Funds
2.85%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
17
Increased
57
Reduced
33
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
76
Pinnacle Family Advisors
Missouri
$446K +$189K +2,483 +76%
AP
77
Appleton Partners
Massachusetts
$438K
NA
78
NewEdge Advisors
Louisiana
$437K +$204K +2,685 +92%
PA
79
PFG Advisors
Arizona
$433K +$94K +1,237 +30%
TWM
80
Titus Wealth Management
California
$354K -$37.1K -488 -10%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$347K
DA
82
Doliver Advisors
Texas
$325K +$317K +4,166 New
PWMG
83
Prestige Wealth Management Group
New Jersey
$318K -$44.5K -585 -13%
OIA
84
OneDigital Investment Advisors
Kansas
$308K +$88.1K +1,159 +41%
BSW
85
Buckingham Strategic Wealth
Missouri
$302K +$160K +2,101 New
SG
86
StoneX Group
New York
$288K -$79K -1,039 -22%
ASN
87
Advisory Services Network
Georgia
$287K +$2.13K +28 +0.8%
SCM
88
Smith Capital Management
Arkansas
$277K
RJT
89
Raymond James Trust
Florida
$271K -$15.2K -200 -5%
CFGS
90
Concourse Financial Group Securities
Alabama
$267K -$64.1K -843 -20%
BRC
91
Bell Rock Capital
Delaware
$266K +$152 +2 +0.1%
OPA
92
Old Port Advisors
Maine
$241K -$7.6K -100 -6%
AWA
93
Acorn Wealth Advisors
Michigan
$233K -$43.9K -577 -16%
EWM
94
Executive Wealth Management
Michigan
$227K -$12.8K -168 -5%
AI
95
Atria Investments
North Carolina
$225K -$6.84M -89,993 -97%
NL
96
NWAM LLC
Washington
$211K
SCA
97
Snowden Capital Advisors
New York
$204K +$199K +2,616 New
ZB
98
Zions Bancorporation
Utah
$203K
IC
99
InterOcean Capital
Illinois
$203K +$198K +2,600 New
PWA
100
Peterson Wealth Advisors
Utah
$202K +$197K +2,597 New

FPX Hedge Fund Activity: Q2 2019 in Review

131 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q2 2019, worth a combined $508M — up 2.2% from $496M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FPX positions and 15 closed out — a net gain of 2 holders — while 57 added to existing stakes and 33 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $9.12M. The largest seller was UBS Group, cutting an estimated $14.6M.

  • 131 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $508M of First Trust US Equity Opportunities ETF stock for Q2 2019, up 2.2% quarter-over-quarter.
  • 17 funds opened new First Trust US Equity Opportunities ETF positions in Q2 2019 and 15 closed out, a net change of +2 holders.
  • The largest First Trust US Equity Opportunities ETF buyer in Q2 2019 was Morgan Stanley, an estimated $9.12M added.
  • The largest First Trust US Equity Opportunities ETF seller in Q2 2019 was UBS Group, an estimated $14.6M sold.

Based on aggregated 13F filings for Q2 2019.