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First Trust US Equity Opportunities ETF
FPX

116 hedge funds and large institutions have $522M invested in First Trust US Equity Opportunities ETF in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 25

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

75% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 8

7% more capital invested

Capital invested by funds: $490M → $522M (+$32.4M)

4% more funds holding

Funds holding: 112 → 116 (+4)

3.51% more ownership

Funds ownership: 44.94% → 48.46% (+3.5%)

Holders
116
Holders Change
+4
Holders Change %
+3.57%
% of All Funds
2.66%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
14
Increased
51
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$44M
2
Citigroup
Citigroup
New York
+$29.2M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$7.04M
4
Bank of America
Bank of America
North Carolina
+$4.56M
5
RJA
Raymond James & Associates
Florida
+$2.85M

Top Sellers

1
MIH
Meitav Investment House
Israel
-$37M
2
UBS Group
UBS Group
Switzerland
-$14.8M
3
NFG
Next Financial Group
Texas
-$1.59M
4
Wells Fargo
Wells Fargo
California
-$1.42M
5
MIAN
Mariner Independent Advisor Network
Kansas
-$740K
Name Holding Trade Value Shares
Change 		Change in
Stake
WWMSC
101
Wagner Wealth Management (South Carolina)
South Carolina
$21K – – –
Carson Wealth (CWM LLC)
102
Carson Wealth (CWM LLC)
Nebraska
$18K +$17.7K +250 New
WOC
103
West Oak Capital
California
$17.9K – – –
WAM
104
Wealthspire Advisors (Maryland)
Maryland
$16K – – –
RCAG
105
Rehmann Capital Advisory Group
Michigan
$14.7K – – –
Fifth Third Bancorp
106
Fifth Third Bancorp
Ohio
$11K – – –
CIBC Private Wealth Group
107
CIBC Private Wealth Group
Georgia
$10K – – –
BWM
108
Baystate Wealth Management
Massachusetts
$10K +$9.9K +140 New
ASN
109
Advisory Services Network
Georgia
$9K -$8.35K -118 -49%
FHA
110
First Horizon Advisors
Tennessee
$9K +$3.61K +51 +60%
FANJ
111
Financial Architects (New Jersey)
New Jersey
$7K – – –
PAI
112
Pittenger & Anderson Inc
Nebraska
$7K – – –
QCIG
113
Quad-Cities Investment Group
Iowa
$7K +$7.29K +103 New
BlackRock
114
BlackRock
New York
$6K -$71 -1 -1%
FGAM
115
Financial Gravity Asset Management
Texas
$3K – – –
ML
116
McAdam LLC
Pennsylvania
$1K – – –
MIH
117
Meitav Investment House
Israel
– -$37M -306,849 Closed
NFG
118
Next Financial Group
Texas
– -$1.59M -23,248 Closed
MAP
119
Milestone Advisory Partners
North Carolina
– -$277K -4,041 Closed
APP
120
Avantax Planning Partners
Iowa
– -$71K -1,034 Closed
ACM
121
Aviance Capital Management
Florida
– -$12K -177 Closed
WDL
122
Well Done LLC
Michigan
– -$7K -107 Closed
THWM
123
Taylor Hoffman Wealth Management
Virginia
– -$3K -50 Closed
AIM
124
Advantage Investment Management
Iowa
– -$1K -10 Closed
1 2 3 4
5

FPX Hedge Fund Activity: Q2 2018 in Review

116 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q2 2018, worth a combined $522M — up 6.6% from $490M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new FPX positions and 8 closed out — a net gain of 6 holders — while 51 added to existing stakes and 25 trimmed.

The largest buyer was Cornerstone Wealth Management, adding an estimated $44M. The largest seller was Meitav Investment House, exiting entirely with an estimated $37M sold.

  • 116 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q2 2018, up from 112 in Q1 2018.
  • Funds reported $522M of First Trust US Equity Opportunities ETF stock for Q2 2018, up 6.6% quarter-over-quarter.
  • 14 funds opened new First Trust US Equity Opportunities ETF positions in Q2 2018 and 8 closed out, a net change of +6 holders.
  • The largest First Trust US Equity Opportunities ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $44M added.
  • The largest First Trust US Equity Opportunities ETF seller in Q2 2018 was Meitav Investment House, an estimated $37M sold.

Based on aggregated 13F filings for Q2 2018.