First Trust US Equity Opportunities ETF
FPX
162 hedge funds and large institutions have $341M invested in First Trust US Equity Opportunities ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 77 reducing their positions, and 15 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 15
0.83% less ownership
Funds ownership: 45.85% → 45.02% (-0.83%)
3% less funds holding
Funds holding: 167 → 162 (-5)
7% less capital invested
Capital invested by funds: $366M → $341M (-$25M)
51% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 77
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$5.75M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$5.1M |
| 3 |
LPL Financial
San Diego,
California
|
-$4.82M |
| 4 |
AOG
Alpha Omega Group
Reston,
Virginia
|
-$2.35M |
| 5 |
TCWA
Ten Capital Wealth Advisors
Spokane,
Washington
|
-$2.33M |
FPX Hedge Fund Activity: Q1 2023 in Review
162 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q1 2023, worth a combined $341M — down 6.8% from $366M a quarter earlier.
Fund positioning in FPX was balanced in Q1 2023: 15 funds opened new positions, 15 closed out, 38 added to existing stakes and 77 trimmed.
The largest buyer was World Equity Group, adding an estimated $2.93M. The largest seller was Morgan Stanley, cutting an estimated $5.75M.
- 162 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q1 2023, down from 167 in Q4 2022.
- Funds reported $341M of First Trust US Equity Opportunities ETF stock for Q1 2023, down 6.8% quarter-over-quarter.
- 15 funds opened new First Trust US Equity Opportunities ETF positions in Q1 2023 and 15 closed out, a net change of 0 holders.
- The largest First Trust US Equity Opportunities ETF buyer in Q1 2023 was World Equity Group, an estimated $2.93M added.
- The largest First Trust US Equity Opportunities ETF seller in Q1 2023 was Morgan Stanley, an estimated $5.75M sold.
Based on aggregated 13F filings for Q1 2023.