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First Trust US Equity Opportunities ETF

172 hedge funds and large institutions have $444M invested in First Trust US Equity Opportunities ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 45 increasing their positions, 80 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

0.53% less ownership

Funds ownership: 48.58%48.05% (-0.53%)

4% less funds holding

Funds holding: 179172 (-7)

10% less capital invested

Capital invested by funds: $491M → $444M (-$47M)

42% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 12

44% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 80

Holders
172
Holders Change
-7
Holders Change %
-3.91%
% of All Funds
2.96%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
7
Increased
45
Reduced
80
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
76
Snowden Capital Advisors
New York
$569K +$22.5K +256 +4%
RFN
77
RDA Financial Network
Iowa
$554K
DI
78
DFPG Investments
Utah
$547K
IWA
79
Intercontinental Wealth Advisors
Texas
$545K
ASN
80
Advisory Services Network
Georgia
$516K -$7.55K -86 -1%
CIA
81
Cascade Investment Advisors
Oregon
$512K
MHWM
82
Montz Harcus Wealth Management
Louisiana
$458K +$790 +9 +0.2%
MSAM
83
Moloney Securities Asset Management
Missouri
$453K +$7.38K +84 +2%
APWA
84
Atlas Private Wealth Advisors
New Jersey
$442K -$17.4K -198 -4%
TWM
85
Triton Wealth Management
Arizona
$433K -$10.5K -120 -2%
IF
86
Intrua Financial
Texas
$421K -$35.1K -400 -7%
SPC
87
Sigma Planning Corp
Michigan
$415K +$1.67K +19 +0.4%
BRWA
88
B. Riley Wealth Advisors
Florida
$409K -$52.7K -600 -11%
Qube Research & Technologies (QRT)
89
Qube Research & Technologies (QRT)
United Kingdom
$402K -$578K -6,578 -57%
Creative Planning
90
Creative Planning
Kansas
$375K +$25.6K +291 +7%
JIP
91
Jaffetilchin Investment Partners
Florida
$343K -$263 -3 -0.1%
PWM
92
Purus Wealth Management
California
$336K -$16.3K -186 -4%
MCC
93
Money Concepts Capital
Florida
$334K
AWM
94
AE Wealth Management
Kansas
$333K -$107K -1,219 -23%
HighTower Advisors
95
HighTower Advisors
Illinois
$333K +$5.27K +60 +1%
WEG
96
World Equity Group
Illinois
$325K +$51.6K +588 +17%
PG
97
Patten Group
Tennessee
$321K -$1.58K -18 -0.5%
IRC
98
Investors Research Corp
Georgia
$319K +$76.7K +873 +29%
ICG
99
InterOcean Capital Group
Tennessee
$315K -$105K -1,200 -24%
IFG
100
Independent Financial Group
California
$309K -$40.4K -460 -11%

FPX Hedge Fund Activity: Q3 2022 in Review

172 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q3 2022, worth a combined $444M — down 9.6% from $491M a quarter earlier.

Sellers outnumbered buyers: 12 funds closed out of FPX and 7 opened new positions — a net loss of 5 holders — while 80 trimmed existing stakes and 45 added.

The largest buyer was Susquehanna International Group, adding an estimated $2.38M. The largest seller was UBS Group, cutting an estimated $11M.

  • 172 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q3 2022, down from 179 in Q2 2022.
  • Funds reported $444M of First Trust US Equity Opportunities ETF stock for Q3 2022, down 9.6% quarter-over-quarter.
  • 7 funds opened new First Trust US Equity Opportunities ETF positions in Q3 2022 and 12 closed out, a net change of -5 holders.
  • The largest First Trust US Equity Opportunities ETF buyer in Q3 2022 was Susquehanna International Group, an estimated $2.38M added.
  • The largest First Trust US Equity Opportunities ETF seller in Q3 2022 was UBS Group, an estimated $11M sold.

Based on aggregated 13F filings for Q3 2022.