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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
Rockefeller Capital Management
101
Rockefeller Capital Management
New York
$305K +$166K +1,886 +100%
BAWC
102
Boyce & Associates Wealth Consulting
Texas
$295K +$88 +1 +0%
GIA
103
Gladstone Institutional Advisory
Florida
$284K -$56.7K -646 -16%
Fidelity Investments
104
Fidelity Investments
Massachusetts
$277K +$20.9K +238 +7%
TSS
105
Two Sigma Securities
New York
$260K +$282K +3,207 New
IWC
106
Integrated Wealth Concepts
Massachusetts
$259K +$351 +4 +0.1%
WI
107
Wintrust Investments
Illinois
$256K -$17.6K -200 -6%
OC
108
Oppenheimer & Co
New York
$255K -$9.48K -108 -3%
MCM
109
MAI Capital Management
Ohio
$254K
AWM
110
Avior Wealth Management
Nebraska
$251K +$351 +4 +0.1%
Baird Financial Group
111
Baird Financial Group
Wisconsin
$239K -$40K -456 -13%
CCA
112
Cottonwood Capital Advisors
Utah
$234K -$1.76K -20 -0.7%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$233K
Citigroup
114
Citigroup
New York
$232K -$77.2K -879 -23%
SG
115
StoneX Group
New York
$226K -$124K -1,409 -34%
SMC
116
Smith, Moore & Co
Missouri
$225K +$27.2K +310 +13%
LAM
117
LifePro Asset Management
California
$223K -$88 -1 -0%
WIM
118
WealthPlan Investment Management
Nebraska
$218K +$231K +2,632 New
AI
119
Accredited Investors
Minnesota
$215K -$145K -1,648 -38%
TI
120
tru Independence
Oregon
$208K -$5.88K -67 -3%
AWM
121
Apollon Wealth Management
South Carolina
$205K -$39.5K -450 -15%
PTC
122
Private Trust Company
Ohio
$188K
Kayne Anderson Rudnick Investment Management
123
Kayne Anderson Rudnick Investment Management
California
$166K
PWMG
124
Prestige Wealth Management Group
New Jersey
$134K
TSWM
125
Tyler-Stone Wealth Management
Ohio
$120K +$88 +1 +0.1%

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.