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First Trust US Equity Opportunities ETF
FPX

151 hedge funds and large institutions have $304M invested in First Trust US Equity Opportunities ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 75 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3.1% less ownership

Funds ownership: 46.63% → 43.52% (-3.1%)

7% less funds holding

Funds holding: 162 → 151 (-11)

16% less capital invested

Capital invested by funds: $360M → $304M (-$56M)

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

76% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 75

Holders
151
Holders Change
-11
Holders Change %
-6.79%
% of All Funds
2.18%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
18
Reduced
75
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$3.92M
2
SEIA
Signature Estate & Investment Advisors
California
+$1.34M
3
Goldman Sachs
Goldman Sachs
New York
+$802K
4
Jane Street
Jane Street
New York
+$749K
5
IA
IFG Advisory
Georgia
+$672K

Top Sellers

1
GM
GeoWealth Management
Illinois
-$7.55M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$5M
3
SAG
SageView Advisory Group
California
-$3.31M
4
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services
Minnesota
-$2.66M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
126
Sandy Spring Bank
Maryland
$39.7K – – –
GWSG
127
GPS Wealth Strategies Group
Colorado
$38.1K – – –
JP Morgan Chase
128
JP Morgan Chase
New York
$32.9K – – –
IA
129
IFP Advisors
Florida
$32.3K – – –
BHWM
130
Beaird Harris Wealth Management
Texas
$27.2K – – –
MG
131
Mather Group
Illinois
$25.7K – – –
TSMHT
132
Thurston Springer Miller Herd & Titak
Indiana
$19.9K +$20.2K +200 New
AFWM
133
Abich Financial Wealth Management
Virginia
$19.1K -$3.73K -37 -16%
PWMG
134
Prestige Wealth Management Group
New Jersey
$17.6K – – –
RFA
135
Register Financial Advisors
Georgia
$12.3K – – –
HBW
136
Hazlett, Burt & Watson
West Virginia
$12K – – –
CWC
137
Carolinas Wealth Consulting
North Carolina
$10.3K – – –
SS
138
Sunbelt Securities
Texas
$10.3K – – –
GI
139
GAMMA Investing
California
$9.93K – – –
US Bancorp
140
US Bancorp
Minnesota
$9.93K +$10.1K +100 New
OSAM
141
O'Shaughnessy Asset Management
Connecticut
$8.74K – – –
CAL
142
Capital Analysts LLC
Pennsylvania
$7K – – –
HF
143
Halpern Financial
Virginia
$6.95K – – –
KA
144
Kozak & Associates
Colorado
$6.27K – – –
Comerica Bank
145
Comerica Bank
Texas
$3.28K – – –
OP
146
ORG Partners
Indiana
$2.92K +$2.92K +29 New
LIA
147
Lynx Investment Advisory
District of Columbia
$2.52K +$2.52K +25 New
CJ
148
Caitlin John
Michigan
$1.19K – – –
WWM
149
Wolff Wiese Magana
California
$795 – – –
DFA
150
DHJJ Financial Advisors
Illinois
$597 – – –
3 4 5
6
7

FPX Hedge Fund Activity: Q2 2024 in Review

151 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q2 2024, worth a combined $304M — down 16% from $360M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of FPX and 13 opened new positions — a net loss of 7 holders — while 75 trimmed existing stakes and 18 added.

The largest buyer was Citadel Advisors, adding an estimated $3.92M. The largest seller was GeoWealth Management, exiting entirely with an estimated $7.55M sold.

  • 151 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q2 2024, down from 162 in Q1 2024.
  • Funds reported $304M of First Trust US Equity Opportunities ETF stock for Q2 2024, down 16% quarter-over-quarter.
  • 13 funds opened new First Trust US Equity Opportunities ETF positions in Q2 2024 and 20 closed out, a net change of -7 holders.
  • The largest First Trust US Equity Opportunities ETF buyer in Q2 2024 was Citadel Advisors, an estimated $3.92M added.
  • The largest First Trust US Equity Opportunities ETF seller in Q2 2024 was GeoWealth Management, an estimated $7.55M sold.

Based on aggregated 13F filings for Q2 2024.