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First Trust US Equity Opportunities ETF
FPX

151 hedge funds and large institutions have $304M invested in First Trust US Equity Opportunities ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 75 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3.1% less ownership

Funds ownership: 46.63% → 43.52% (-3.1%)

7% less funds holding

Funds holding: 162 → 151 (-11)

16% less capital invested

Capital invested by funds: $360M → $304M (-$56M)

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

76% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 75

Holders
151
Holders Change
-11
Holders Change %
-6.79%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
18
Reduced
75
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$3.92M
2
SEIA
Signature Estate & Investment Advisors
California
+$1.34M
3
Goldman Sachs
Goldman Sachs
New York
+$802K
4
Jane Street
Jane Street
New York
+$749K
5
IA
IFG Advisory
Georgia
+$672K

Top Sellers

1
GM
GeoWealth Management
Illinois
-$7.55M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$5M
3
SAG
SageView Advisory Group
California
-$3.31M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$2.66M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
76
Advisory Alpha
Michigan
$393K -$1.51M -14,952 -79%
RA
77
RFG Advisory
Alabama
$377K +$16.9K +168 +5%
BAWC
78
Boyce & Associates Wealth Consulting
Texas
$354K – – –
CAM
79
Cresset Asset Management
Illinois
$354K +$18.3K +181 +5%
AWM
80
Accel Wealth Management
Iowa
$349K -$68.4K -678 -16%
BRWA
81
B. Riley Wealth Advisors
Florida
$342K -$147K -1,453 -30%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$341K -$10.6K -105 -3%
CIBC World Market
83
CIBC World Market
Ontario, Canada
$334K -$28.7K -285 -8%
LT
84
Legacy Trust
Michigan
$331K – – –
AAS
85
Ameritas Advisory Services
Nebraska
$308K +$313K +3,100 New
PG
86
Patten Group
Tennessee
$307K +$2.42K +24 +0.8%
AOG
87
Alpha Omega Group
Virginia
$293K +$807 +8 +0.3%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$285K -$168K -1,667 -37%
SMC
89
Smith, Moore & Co
Missouri
$281K – – –
AF
90
Allworth Financial
California
$275K -$8.57K -85 -3%
AI
91
Accredited Investors
Minnesota
$263K – – –
WS
92
Wedbush Securities
California
$263K -$29K -288 -10%
FCM
93
Family Capital Management
Michigan
$252K – – –
IF
94
Intrua Financial
Texas
$242K -$20.2K -200 -8%
SG
95
StoneX Group
New York
$240K -$13.7K -136 -5%
MCC
96
Money Concepts Capital
Florida
$238K -$20.2K -200 -8%
AWM
97
AE Wealth Management
Kansas
$231K -$27.5K -273 -11%
WAG
98
Wiser Advisor Group
Arizona
$230K -$5.34K -53 -2%
OC
99
Oppenheimer & Co
New York
$227K -$15.9K -158 -6%
SCA
100
Snowden Capital Advisors
New York
$220K -$32.4K -321 -13%
2 3
4
5 6

FPX Hedge Fund Activity: Q2 2024 in Review

151 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q2 2024, worth a combined $304M — down 16% from $360M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of FPX and 13 opened new positions — a net loss of 7 holders — while 75 trimmed existing stakes and 18 added.

The largest buyer was Citadel Advisors, adding an estimated $3.92M. The largest seller was GeoWealth Management, exiting entirely with an estimated $7.55M sold.

  • 151 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q2 2024, down from 162 in Q1 2024.
  • Funds reported $304M of First Trust US Equity Opportunities ETF stock for Q2 2024, down 16% quarter-over-quarter.
  • 13 funds opened new First Trust US Equity Opportunities ETF positions in Q2 2024 and 20 closed out, a net change of -7 holders.
  • The largest First Trust US Equity Opportunities ETF buyer in Q2 2024 was Citadel Advisors, an estimated $3.92M added.
  • The largest First Trust US Equity Opportunities ETF seller in Q2 2024 was GeoWealth Management, an estimated $7.55M sold.

Based on aggregated 13F filings for Q2 2024.