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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
AOG
101
Alpha Omega Group
Virginia
$285K -$67.7K -565 -19%
OC
102
Oppenheimer & Co
New York
$281K -$7.19K -60 -2%
CCA
103
Cottonwood Capital Advisors
Utah
$281K
IF
104
Intrua Financial
Texas
$279K
FCM
105
Family Capital Management
Michigan
$278K -$25.4K -212 -8%
WS
106
Wedbush Securities
California
$278K -$39.2K -327 -12%
EH
107
Equitable Holdings
New York
$277K -$318K -2,652 -53%
SCA
108
Snowden Capital Advisors
New York
$272K
TSS
109
Two Sigma Securities
New York
$264K +$265K +2,209 New
CB
110
Commerce Bank
Missouri
$263K
SPL
111
Smart Portfolios LLC
Washington
$259K +$1.2K +10 +0.5%
PWM
112
Purus Wealth Management
California
$257K -$5.87K -49 -2%
Bank of New York Mellon
113
Bank of New York Mellon
New York
$246K +$247K +2,063 New
Kayne Anderson Rudnick Investment Management
114
Kayne Anderson Rudnick Investment Management
California
$245K
AWM
115
Accel Wealth Management
Iowa
$241K -$82.2K -686 -25%
SF
116
Synovus Financial
Georgia
$240K
BNMT
117
Bawa N Mallick Trust
New York
$239K +$240K +2,000 New
FTUS
118
Flow Traders U.S.
New York
$227K +$228K +1,900 New
AFO
119
Arrowroot Family Office
California
$222K
PWM
120
Puff Wealth Management
New Jersey
$219K +$220K +1,837 New
IAS
121
Insigneo Advisory Services
Florida
$217K -$432K -3,610 -67%
DAS
122
Dynamic Advisor Solutions
Arizona
$217K -$18K -150 -8%
Envestnet Portfolio Solutions
123
Envestnet Portfolio Solutions
Illinois
$216K +$216K +1,807 New
IWM
124
Integris Wealth Management
California
$212K +$212K +1,772 New
VA
125
Valmark Advisers
Ohio
$211K +$212K +1,768 New

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.