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First Trust US Equity Opportunities ETF
FPX

162 hedge funds and large institutions have $360M invested in First Trust US Equity Opportunities ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 30 increasing their positions, 83 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% less funds holding

Funds holding: 166 → 162 (-4)

6.76% less ownership

Funds ownership: 53.39% → 46.63% (-6.8%)

10% less capital invested

Capital invested by funds: $402M → $360M (-$41.6M)

13% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 16

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

64% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 83

Holders
162
Holders Change
-4
Holders Change %
-2.41%
% of All Funds
2.33%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
30
Reduced
83
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SAG
SageView Advisory Group
California
+$7.07M
2
GM
GeoWealth Management
Illinois
+$7.05M
3
CA
Cetera Advisors
Colorado
+$2.83M
4
CCA
Cottonwood Capital Advisors
Utah
+$2.51M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$2.42M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$67.8M
2
ACA
Ascension Capital Advisors
Texas
-$4.34M
3
PFS
Prospera Financial Services
Texas
-$3.12M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.03M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
GIA
101
Gladstone Institutional Advisory
Florida
$270K -$29.2K -295 -10%
FCM
102
Family Capital Management
Michigan
$269K -$2.57K -26 -1%
SCA
103
Snowden Capital Advisors
New York
$269K – – –
OC
104
Oppenheimer & Co
New York
$258K -$30.8K -312 -11%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$254K +$12.4K +125 +5%
PWM
106
Purus Wealth Management
California
$251K -$5.04K -51 -2%
WAG
107
Wiser Advisor Group
Arizona
$251K -$2.47K -25 -1%
CB
108
Commerce Bank
Missouri
$233K – – –
ARG
109
Advisory Resource Group
Oklahoma
$223K – – –
Kayne Anderson Rudnick Investment Management
110
Kayne Anderson Rudnick Investment Management
California
$217K – – –
SF
111
Synovus Financial
Georgia
$212K +$198K +2,007 New
WI
112
Wintrust Investments
Illinois
$212K -$36K -364 -15%
EP
113
EPIQ Partners
Minnesota
$212K +$198K +2,000 New
DAS
114
Dynamic Advisor Solutions
Arizona
$203K +$190K +1,922 New
Jane Street
115
Jane Street
New York
$202K +$189K +1,908 New
AWM
116
Apollon Wealth Management
South Carolina
$202K -$94.4K -955 -33%
Citigroup
117
Citigroup
New York
$175K -$15.5K -157 -9%
PTC
118
Private Trust Company
Ohio
$174K +$27.7K +280 +20%
PS
119
Principal Securities
Iowa
$169K – – –
TSWM
120
Tyler-Stone Wealth Management
Ohio
$157K +$99 +1 +0.1%
NS
121
NBC Securities
Alabama
$147K +$988 +10 +0.7%
CA
122
Continuum Advisory
Idaho
$122K +$117K +1,183 New
ST
123
Smithfield Trust
Pennsylvania
$113K -$7.91K -80 -7%
CHC
124
City Holding Co
West Virginia
$95.2K – – –
VF
125
VitalStone Financial
Texas
$78K -$13.8K -140 -16%
3 4
5
6 7

FPX Hedge Fund Activity: Q1 2024 in Review

162 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q1 2024, worth a combined $360M — down 10% from $402M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of FPX and 14 opened new positions — a net loss of 2 holders — while 83 trimmed existing stakes and 30 added.

The largest buyer was SageView Advisory Group, opening a new position worth an estimated $7.07M. The largest seller was Morgan Stanley, cutting an estimated $67.8M.

  • 162 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q1 2024, down from 166 in Q4 2023.
  • Funds reported $360M of First Trust US Equity Opportunities ETF stock for Q1 2024, down 10% quarter-over-quarter.
  • 14 funds opened new First Trust US Equity Opportunities ETF positions in Q1 2024 and 16 closed out, a net change of -2 holders.
  • The largest First Trust US Equity Opportunities ETF buyer in Q1 2024 was SageView Advisory Group, an estimated $7.07M added.
  • The largest First Trust US Equity Opportunities ETF seller in Q1 2024 was Morgan Stanley, an estimated $67.8M sold.

Based on aggregated 13F filings for Q1 2024.