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First Trust US Equity Opportunities ETF
FPX

131 hedge funds and large institutions have $496M invested in First Trust US Equity Opportunities ETF in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 35 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

26% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 19

25% more capital invested

Capital invested by funds: $398M → $496M (+$98.8M)

3% more funds holding

Funds holding: 127 → 131 (+4)

1.6% more ownership

Funds ownership: 42.79% → 44.39% (+1.6%)

31% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 51

Holders
131
Holders Change
+4
Holders Change %
+3.15%
% of All Funds
2.84%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
24
Increased
35
Reduced
51
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$20.2M
2
UBS Group
UBS Group
Switzerland
+$10.9M
3
IWS
Insight Wealth Strategies
California
+$7.3M
4
AWM
Affinity Wealth Management
Delaware
+$6.42M
5
AI
Atria Investments
North Carolina
+$6.23M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.59M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.63M
3
Wells Fargo
Wells Fargo
California
-$4.11M
4
VAG
VisionPoint Advisory Group
Texas
-$4.06M
5
Citadel Advisors
Citadel Advisors
Florida
-$3.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
CF
126
Centaurus Financial
California
$2.95K -$13.8K -196 -47%
TC
127
Truvestments Capital
Florida
$2K +$2.25K +32 New
CIAS
128
Capital Investment Advisory Services
North Carolina
$1K – – –
TA
129
TCG Advisors
Texas
$1K +$915 +13 New
TWM
130
Titus Wealth Management
California
$377 – – –
GT
131
Glenmede Trust
Pennsylvania
$56 – – –
Citadel Advisors
132
Citadel Advisors
Florida
– -$3.88M -62,563 Closed
DAS
133
Dynamic Advisor Solutions
Arizona
– -$2.65M -43,845 Closed
TRCT
134
Tower Research Capital (TRC)
New York
– -$2.43M -39,085 Closed
VAG
135
VisionPoint Advisory Group
Texas
– -$4.06M -32,720 Closed
PFS
136
Prospera Financial Services
Texas
– -$1.84M -29,698 Closed
NFG
137
Next Financial Group
Texas
– -$1.46M -23,590 Closed
FEG
138
Financial Enhancement Group
Indiana
– -$969K -13,048 Closed
SCA
139
Snowden Capital Advisors
New York
– -$792K -12,756 Closed
TSS
140
Two Sigma Securities
New York
– -$594K -9,565 Closed
PGA
141
Premia Global Advisors
Florida
– -$562K -9,076 Closed
Baird Financial Group
142
Baird Financial Group
Wisconsin
– -$276K -4,451 Closed
CC
143
Claybrook Capital
Massachusetts
– -$75K -657 Closed
WDL
144
Well Done LLC
Michigan
– -$75K -657 Closed
PG
145
Patten Group
Tennessee
– -$34K -554 Closed
FTI
146
Fiduciary Trust International
Massachusetts
– -$13K -394 Closed
MOS
147
MGO One Seven
Ohio
– -$18K -293 Closed
CA
148
Claro Advisors
Massachusetts
– -$22K -290 Closed
HR
149
Howe & Rusling
New York
– -$13K -207 Closed
EFSCE
150
Enterprise Financial Services Corp (EFSC)
Missouri
– -$1K -20 Closed
2 3 4 5
6

FPX Hedge Fund Activity: Q1 2019 in Review

131 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q1 2019, worth a combined $496M — up 25% from $398M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FPX positions and 19 closed out — a net gain of 5 holders — while 35 added to existing stakes and 51 trimmed.

The largest buyer was Bank of America, adding an estimated $20.2M. The largest seller was Morgan Stanley, cutting an estimated $9.59M.

  • 131 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q1 2019, up from 127 in Q4 2018.
  • Funds reported $496M of First Trust US Equity Opportunities ETF stock for Q1 2019, up 25% quarter-over-quarter.
  • 24 funds opened new First Trust US Equity Opportunities ETF positions in Q1 2019 and 19 closed out, a net change of +5 holders.
  • The largest First Trust US Equity Opportunities ETF buyer in Q1 2019 was Bank of America, an estimated $20.2M added.
  • The largest First Trust US Equity Opportunities ETF seller in Q1 2019 was Morgan Stanley, an estimated $9.59M sold.

Based on aggregated 13F filings for Q1 2019.