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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
GWM
126
Geneos Wealth Management
Colorado
$115K -$26.1K -297 -17%
OPW
127
Oxler Private Wealth
New York
$105K +$96.6K +1,100 New
ST
128
Smithfield Trust
Pennsylvania
$103K +$12.3K +140 +12%
BWM
129
BerganKDV Wealth Management
Minnesota
$100K +$108K +1,229 New
APA
130
American Portfolios Advisors
New York
$93.3K
AIP
131
Ameritas Investment Partners
Nebraska
$92K
WT
132
Whittier Trust
California
$92K +$54.4K +619 +120%
SWM
133
Selective Wealth Management
Virginia
$89K -$26.3K -300 -21%
SWM
134
Spire Wealth Management
Virginia
$75K -$19.8K -226 -20%
CHC
135
City Holding Co
West Virginia
$73K -$13.2K -150 -14%
WWMSC
136
Wagner Wealth Management (South Carolina)
South Carolina
$62K +$176 +2 +0.3%
HCP
137
Hexagon Capital Partners
Arkansas
$54K
ACA
138
Atlas Capital Advisors
Wyoming
$52.7K
GWSG
139
GPS Wealth Strategies Group
Colorado
$50K
Northwestern Mutual Wealth Management
140
Northwestern Mutual Wealth Management
Wisconsin
$49K -$226K -2,568 -81%
SAM
141
Strategic Asset Management
Minnesota
$46K
SSB
142
Sandy Spring Bank
Maryland
$43K
KFI
143
Key Financial Inc
Pennsylvania
$38K +$41.5K +473 New
William Blair & Company
144
William Blair & Company
Illinois
$36K -$20.1K -229 -34%
GRP
145
Global Retirement Partners
California
$36K +$6.15K +70 +20%
WA
146
Win Advisors
Florida
$31K -$4.13K -47 -11%
MHR
147
Matthew Hamilton Rosenberg
$31K
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$27K
UB
149
UMB Bank
Missouri
$23K -$25.2K -287 -50%
BHWM
150
Beaird Harris Wealth Management
Texas
$22K

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.