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First Trust US Equity Opportunities ETF
FPX

197 hedge funds and large institutions have $1.13B invested in First Trust US Equity Opportunities ETF in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 75 increasing their positions, 61 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 61

5% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 19

5% more capital invested

Capital invested by funds: $1.07B → $1.13B (+$51.8M)

0% more funds holding

Funds holding: 197 → 197 (0)

0.48% less ownership

Funds ownership: 54.63% → 54.15% (-0.48%)

43% less funds holding in top 10

Funds holding in top 10: 7 → 4 (-3)

Holders
197
Holders Change
–
Holders Change %
0%
% of All Funds
3.43%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
20
Increased
75
Reduced
61
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$44.5M
2
Goldman Sachs
Goldman Sachs
New York
+$7.16M
3
Ameriprise
Ameriprise
Minnesota
+$4.88M
4
CA
Cetera Advisors
Colorado
+$3.2M
5
AAS
Avantax Advisory Services
Texas
+$2.99M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$20.7M
2
LCWP
Legacy Capital Wealth Partners
Arkansas
-$18M
3
TC
Trilogy Capital
California
-$8.87M
4
Wells Fargo
Wells Fargo
California
-$8.85M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$7.12M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
76
Benjamin F. Edwards & Company
Missouri
$1.11M -$1.98M -16,243 -65%
EH
77
Equitable Holdings
New York
$1.07M +$24.4K +200 +2%
SWM
78
Spire Wealth Management
Virginia
$1.04M +$166K +1,365 +20%
CWM
79
Concentrum Wealth Management
California
$1.03M – – –
MSAM
80
Moloney Securities Asset Management
Missouri
$1.03M +$181K +1,485 +23%
IWA
81
Intercontinental Wealth Advisors
Texas
$1.02M +$53K +435 +6%
ICG
82
InterOcean Capital Group
Tennessee
$947K – – –
RFN
83
RDA Financial Network
Iowa
$940K +$2.07K +17 +0.2%
WI
84
Wintrust Investments
Illinois
$851K +$37.1K +304 +5%
TWM
85
Triton Wealth Management
Arizona
$831K -$1.88M -15,417 -70%
AIP
86
Almanack Investment Partners
Pennsylvania
$828K +$547K +4,488 +224%
ASN
87
Advisory Services Network
Georgia
$826K -$34.8K -285 -4%
IF
88
Intrua Financial
Texas
$801K -$44.6K -366 -6%
CWA
89
Clarus Wealth Advisors
Arizona
$769K +$37.1K +304 +5%
Creative Planning
90
Creative Planning
Kansas
$750K +$29.3K +240 +4%
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$747K +$568K +4,660 +388%
PWM
92
Purus Wealth Management
California
$747K +$715K +5,863 New
DI
93
DFPG Investments
Utah
$726K – – –
SCA
94
Snowden Capital Advisors
New York
$698K +$3.54K +29 +0.5%
CIA
95
Cascade Investment Advisors
Oregon
$694K +$25.8K +212 +4%
CAAS
96
Capital Asset Advisory Services
Michigan
$673K -$502K -4,113 -44%
IWM
97
IHT Wealth Management
Illinois
$627K -$58.2K -477 -9%
IFG
98
Independent Financial Group
California
$621K -$2.32K -19 -0.4%
MFG
99
Menard Financial Group
Texas
$603K – – –
Mercer Global Advisors
100
Mercer Global Advisors
Colorado
$581K +$732 +6 +0.1%
2 3
4
5 6

FPX Hedge Fund Activity: Q2 2021 in Review

197 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q2 2021, worth a combined $1.13B — up 4.8% from $1.07B a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FPX positions and 19 closed out — a net gain of 1 holder — while 75 added to existing stakes and 61 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $44.5M. The largest seller was Morgan Stanley, cutting an estimated $20.7M.

  • 197 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $1.13B of First Trust US Equity Opportunities ETF stock for Q2 2021, up 4.8% quarter-over-quarter.
  • 20 funds opened new First Trust US Equity Opportunities ETF positions in Q2 2021 and 19 closed out, a net change of +1 holder.
  • The largest First Trust US Equity Opportunities ETF buyer in Q2 2021 was AE Wealth Management, an estimated $44.5M added.
  • The largest First Trust US Equity Opportunities ETF seller in Q2 2021 was Morgan Stanley, an estimated $20.7M sold.

Based on aggregated 13F filings for Q2 2021.