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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
GWSG
151
GPS Wealth Strategies Group
Colorado
$45.9K
WSFS
152
Wilmington Savings Fund Society
Delaware
$41.8K
AF
153
Atala Financial
California
$40K +$40.1K +335 New
IA
154
IFP Advisors
Florida
$38.8K
PS
155
Principal Securities
Iowa
$38.6K -$80K -668 -67%
BHWM
156
Beaird Harris Wealth Management
Texas
$32.7K
MG
157
Mather Group
Illinois
$29K
GBT
158
Grove Bank & Trust
Florida
$23.9K +$24K +200 New
Q1WB
159
Quest 10 Wealth Builders
Virginia
$23.5K +$23.6K +197 New
CA
160
CoreCap Advisors
Michigan
$22.9K
PWMG
161
Prestige Wealth Management Group
New Jersey
$21.2K
T
162
Transce3nd
Texas
$20.8K +$20.8K +174 New
GM
163
GeoWealth Management
Illinois
$16.4K -$4.19K -35 -20%
FFA
164
Farther Finance Advisors
California
$13K +$13.1K +109 New
CWC
165
Carolinas Wealth Consulting
North Carolina
$12.4K
GI
166
GAMMA Investing
California
$12K
ITIM
167
Indiana Trust & Investment Management
Indiana
$11.8K
AIP
168
Ameritas Investment Partners
Nebraska
$11.4K -$60.6K -506 -84%
MHR
169
Matthew Hamilton Rosenberg
$10.3K
SIS
170
Sound Income Strategies
Florida
$10.3K +$10.3K +86 New
MCM
171
MAI Capital Management
Ohio
$8.37K +$8.38K +70 New
SS
172
SBI Securities
Japan
$8.25K +$8.27K +69 New
CAL
173
Capital Analysts LLC
Pennsylvania
$8K
HBW
174
Hazlett, Burt & Watson
West Virginia
$8K
KA
175
Kozak & Associates
Colorado
$7.83K

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.