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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
JP Morgan Chase
126
JP Morgan Chase
New York
$211K +$158K +1,317 +297%
KFA
127
Kapstone Financial Advisors
Ohio
$209K +$194K +1,616 New
PNC Financial Services Group
128
PNC Financial Services Group
Pennsylvania
$207K -$42.4K -354 -17%
AP
129
Appleton Partners
Massachusetts
$205K +$206K +1,716 New
Citigroup
130
Citigroup
New York
$198K
PTC
131
Private Trust Company
Ohio
$197K
FWM
132
FLP Wealth Management
Arkansas
$188K +$188K +1,572 New
WAG
133
Wiser Advisor Group
Arizona
$169K +$120 +1 +0.1%
CA
134
Continuum Advisory
Idaho
$141K
ST
135
Smithfield Trust
Pennsylvania
$128K
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$114K
Northwestern Mutual Wealth Management
137
Northwestern Mutual Wealth Management
Wisconsin
$112K -$35.6K -297 -24%
CHC
138
City Holding Co
West Virginia
$108K
BTI
139
Blue Trust Inc
Georgia
$105K +$105K +880 New
BT
140
Banque Transatlantique
France
$98.5K +$48.5K +405 New
SWM
141
Spire Wealth Management
Virginia
$76.2K
HCP
142
Hexagon Capital Partners
Arkansas
$73.4K
DRP
143
Decker Retirement Planning
Utah
$70.3K +$70.4K +588 New
LIA
144
Luken Investment Analytics
Tennessee
$67.5K
GRP
145
Global Retirement Partners
California
$60.6K +$3.59K +30 +6%
PFA
146
Pathway Financial Advisers
Indiana
$56.2K +$120 +1 +0.2%
William Blair & Company
147
William Blair & Company
Illinois
$52.6K
OSAM
148
O'Shaughnessy Asset Management
Connecticut
$49.8K +$39.4K +329 +374%
SSB
149
Sandy Spring Bank
Maryland
$47.8K
AssetMark Inc
150
AssetMark Inc
California
$47.3K +$47.4K +396 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.