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First Trust US Equity Opportunities ETF
FPX

143 hedge funds and large institutions have $602M invested in First Trust US Equity Opportunities ETF in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 53 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 20

36% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 39

12% more capital invested

Capital invested by funds: $538M → $602M (+$64.4M)

6% more funds holding

Funds holding: 135 → 143 (+8)

2.69% more ownership

Funds ownership: 43.37% → 46.06% (+2.7%)

Holders
143
Holders Change
+8
Holders Change %
+5.93%
% of All Funds
2.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
31
Increased
53
Reduced
39
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
M&T Bank
M&T Bank
New York
+$15.2M
2
UBS Group
UBS Group
Switzerland
+$10.3M
3
Morgan Stanley
Morgan Stanley
New York
+$6.09M
4
DAS
Dynamic Advisor Solutions
Arizona
+$5.47M
5
RJA
Raymond James & Associates
Florida
+$4.42M

Top Sellers

1
IA
IFP Advisors
Florida
-$6.47M
2
Wells Fargo
Wells Fargo
California
-$5.67M
3
Bank of America
Bank of America
North Carolina
-$4.73M
4
GSWM
Golden State Wealth Management
California
-$3.94M
5
FAAS
First Allied Advisory Services
California
-$2.87M
Name Holding Trade Value Shares
Change 		Change in
Stake
MIH
151
Meitav Investment House
Israel
– -$291K -3,810 Closed
PFA
152
Pinnacle Family Advisors
Missouri
– -$247K -3,255 Closed
AI
153
Atria Investments
North Carolina
– -$201K -2,650 Closed
OPA
154
Old Port Advisors
Maine
– -$204K -1,535 Closed
Marshall Wace
155
Marshall Wace
United Kingdom
– -$92K -1,213 Closed
MWP
156
MYCIO Wealth Partners
Pennsylvania
– -$56K -744 Closed
QCIG
157
Quad-Cities Investment Group
Iowa
– -$57K -740 Closed
PW
158
Price Wealth
Texas
– -$44K -584 Closed
SWP
159
Strategic Wealth Partners
Ohio
– -$22.7K -300 Closed
WOC
160
West Oak Capital
California
– -$19K -250 Closed
IWA
161
Intercontinental Wealth Advisors
Texas
– -$14K -180 Closed
FGAM
162
Financial Gravity Asset Management
Texas
– -$4K -47 Closed
TC
163
Truvestments Capital
Florida
– -$2K -32 Closed
CIAS
164
Capital Investment Advisory Services
North Carolina
– -$2K -20 Closed
3 4 5 6
7

FPX Hedge Fund Activity: Q4 2019 in Review

143 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q4 2019, worth a combined $602M — up 12% from $538M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new FPX positions and 20 closed out — a net gain of 11 holders — while 53 added to existing stakes and 39 trimmed.

The largest buyer was M&T Bank, adding an estimated $15.2M. The largest seller was IFP Advisors, cutting an estimated $6.47M.

  • 143 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q4 2019, up from 135 in Q3 2019.
  • Funds reported $602M of First Trust US Equity Opportunities ETF stock for Q4 2019, up 12% quarter-over-quarter.
  • 31 funds opened new First Trust US Equity Opportunities ETF positions in Q4 2019 and 20 closed out, a net change of +11 holders.
  • The largest First Trust US Equity Opportunities ETF buyer in Q4 2019 was M&T Bank, an estimated $15.2M added.
  • The largest First Trust US Equity Opportunities ETF seller in Q4 2019 was IFP Advisors, an estimated $6.47M sold.

Based on aggregated 13F filings for Q4 2019.