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First Trust US Equity Opportunities ETF

186 hedge funds and large institutions have $364M invested in First Trust US Equity Opportunities ETF in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 40 increasing their positions, 64 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

363% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 8

15% more funds holding

Funds holding: 162186 (+24)

10% more capital invested

Capital invested by funds: $330M → $364M (+$33.8M)

1.32% more ownership

Funds ownership: 45.08%46.4% (+1.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

38% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 64

Holders
186
Holders Change
+24
Holders Change %
+14.81%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
37
Increased
40
Reduced
64
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFA
76
Pinnacle Family Advisors
Missouri
$457K +$458K +3,823 New
SWP
77
Stratos Wealth Partners
Ohio
$453K -$78.7K -657 -15%
RA
78
RFG Advisory
Alabama
$452K -$15.8K -132 -3%
BOSSRA
79
B.O.S.S. Retirement Advisors
Utah
$445K +$446K +3,726 New
BAWC
80
Boyce & Associates Wealth Consulting
Texas
$426K
TWM
81
TCFG Wealth Management
California
$425K -$38.8K -324 -8%
LT
82
Legacy Trust
Michigan
$398K
EWA
83
EverSource Wealth Advisors
Alabama
$391K +$391K +3,268 New
BRWA
84
B. Riley Wealth Advisors
Florida
$375K -$23K -192 -6%
CAGAS
85
Capital Advisory Group Advisory Services
Minnesota
$371K -$174K -1,449 -32%
PG
86
Patten Group
Tennessee
$366K +$11.5K +96 +3%
AF
87
Allworth Financial
California
$361K
CIBC World Market
88
CIBC World Market
Ontario, Canada
$358K -$16.3K -136 -4%
TSWM
89
Tyler-Stone Wealth Management
Ohio
$355K +$120 +1 +0%
CAM
90
Cresset Asset Management
Illinois
$340K +$120 +1 +0%
Corient Private Wealth
91
Corient Private Wealth
Florida
$332K -$36.5K -305 -10%
SMC
92
Smith, Moore & Co
Missouri
$332K +$7.19K +60 +2%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$327K -$37.4K -312 -10%
IAA
94
Independent Advisor Alliance
North Carolina
$323K +$324K +2,704 New
AAS
95
Avantax Advisory Services
Texas
$320K -$141K -1,181 -31%
AI
96
Accredited Investors
Minnesota
$317K
PFA
97
Pure Financial Advisors
California
$300K +$301K +2,510 New
WIA
98
World Investment Advisors
California
$292K +$12K +100 +4%
SG
99
StoneX Group
New York
$290K -$94.2K -786 -24%
MCC
100
Money Concepts Capital
Florida
$286K

FPX Hedge Fund Activity: Q4 2024 in Review

186 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q4 2024, worth a combined $364M — up 10% from $330M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new FPX positions and 8 closed out — a net gain of 29 holders — while 40 added to existing stakes and 64 trimmed.

The largest buyer was Truist Financial, adding an estimated $2.79M. The largest seller was Susquehanna International Group, cutting an estimated $3.13M.

  • 186 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q4 2024, up from 162 in Q3 2024.
  • Funds reported $364M of First Trust US Equity Opportunities ETF stock for Q4 2024, up 10% quarter-over-quarter.
  • 37 funds opened new First Trust US Equity Opportunities ETF positions in Q4 2024 and 8 closed out, a net change of +29 holders.
  • The largest First Trust US Equity Opportunities ETF buyer in Q4 2024 was Truist Financial, an estimated $2.79M added.
  • The largest First Trust US Equity Opportunities ETF seller in Q4 2024 was Susquehanna International Group, an estimated $3.13M sold.

Based on aggregated 13F filings for Q4 2024.