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First Trust US Equity Opportunities ETF
FPX

160 hedge funds and large institutions have $362M invested in First Trust US Equity Opportunities ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $341M → $362M (+$21.3M)

6% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 16

0.85% more ownership

Funds ownership: 45.02% → 45.88% (+0.85%)

1% less funds holding

Funds holding: 162 → 160 (-2)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

51% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 67

Holders
160
Holders Change
-2
Holders Change %
-1.23%
% of All Funds
2.51%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
33
Reduced
67
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCIA
Prime Capital Investment Advisors
Kansas
+$5.57M
2
GM
GeoWealth Management
Illinois
+$2.8M
3
HighTower Advisors
HighTower Advisors
Illinois
+$2.75M
4
OBWG
Onyx Bridge Wealth Group
New York
+$2.61M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.87M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$6.81M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$4.31M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.54M
4
WEG
World Equity Group
Illinois
-$3.02M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$2.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
101
Purus Wealth Management
California
$251K -$93.5K -1,127 -28%
CCA
102
Cottonwood Capital Advisors
Utah
$249K – – –
MCC
103
Money Concepts Capital
Florida
$246K -$688K -8,292 -75%
AF
104
Allworth Financial
California
$242K +$223K +2,684 +4,129%
OC
105
Oppenheimer & Co
New York
$239K – – –
AI
106
Accredited Investors
Minnesota
$234K – – –
KFA
107
Kapstone Financial Advisors
Ohio
$229K -$15.5K -187 -7%
IF
108
Integrity Financial
Wyoming
$227K -$1.24M -14,883 -85%
AWM
109
Apollon Wealth Management
South Carolina
$216K +$204K +2,454 New
AP
110
Appleton Partners
Massachusetts
$213K – – –
TI
111
tru Independence
Oregon
$206K +$194K +2,340 New
CB
112
Commerce Bank
Missouri
$203K +$191K +2,301 New
Citigroup
113
Citigroup
New York
$198K -$31.5K -380 -14%
VF
114
VitalStone Financial
Texas
$188K -$903K -10,883 -83%
Kayne Anderson Rudnick Investment Management
115
Kayne Anderson Rudnick Investment Management
California
$181K – – –
PWMG
116
Prestige Wealth Management Group
New Jersey
$146K – – –
Bank of Montreal
117
Bank of Montreal
Ontario, Canada
$140K – – –
TSWM
118
Tyler-Stone Wealth Management
Ohio
$131K +$123K +1,485 New
PTC
119
Private Trust Company
Ohio
$119K – – –
Northwestern Mutual Wealth Management
120
Northwestern Mutual Wealth Management
Wisconsin
$115K +$57.3K +691 +114%
WP
121
WealthPLAN Partners
Nebraska
$113K -$110K -1,324 -51%
WT
122
Whittier Trust
California
$101K +$166 +2 +0.2%
ST
123
Smithfield Trust
Pennsylvania
$101K – – –
GWM
124
Geneos Wealth Management
Colorado
$86K -$20.7K -250 -20%
CHC
125
City Holding Co
West Virginia
$79.4K – – –
3 4
5
6 7

FPX Hedge Fund Activity: Q2 2023 in Review

160 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q2 2023, worth a combined $362M — up 6.3% from $341M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new FPX positions and 16 closed out — a net gain of 1 holder — while 33 added to existing stakes and 67 trimmed.

The largest buyer was Prime Capital Investment Advisors, opening a new position worth an estimated $5.57M. The largest seller was Bank of America, cutting an estimated $6.81M.

  • 160 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q2 2023, down from 162 in Q1 2023.
  • Funds reported $362M of First Trust US Equity Opportunities ETF stock for Q2 2023, up 6.3% quarter-over-quarter.
  • 17 funds opened new First Trust US Equity Opportunities ETF positions in Q2 2023 and 16 closed out, a net change of +1 holder.
  • The largest First Trust US Equity Opportunities ETF buyer in Q2 2023 was Prime Capital Investment Advisors, an estimated $5.57M added.
  • The largest First Trust US Equity Opportunities ETF seller in Q2 2023 was Bank of America, an estimated $6.81M sold.

Based on aggregated 13F filings for Q2 2023.