First Trust US Equity Opportunities ETF
FPX
197 hedge funds and large institutions have $1.07B invested in First Trust US Equity Opportunities ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 78 increasing their positions, 47 reducing their positions, and 13 closing their positions.
215% more first-time investments, than exits
New positions opened: 41 | Existing positions closed: 13
66% more repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 47
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
15% more funds holding
Funds holding: 172 → 197 (+25)
1% more capital invested
Capital invested by funds: $1.06B → $1.07B (+$11.6M)
0.08% more ownership
Funds ownership: 54.54% → 54.63% (+0.08%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$7.72M |
| 2 |
LPL Financial
San Diego,
California
|
+$6.31M |
| 3 |
Baird Financial Group
Milwaukee,
Wisconsin
|
+$4.18M |
| 4 |
TCWA
Ten Capital Wealth Advisors
Spokane,
Washington
|
+$3.34M |
| 5 |
TWM
TMD Wealth Management
Scottsdale,
Arizona
|
+$3.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$28M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$26M |
| 3 |
MCC
Money Concepts Capital
Palm Beach Gardens,
Florida
|
-$5.36M |
| 4 |
Morgan Stanley
New York
|
-$4.95M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$4.45M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FEM
201
Fulcrum Equity Management
Plano,
Texas
| – | -$2.28M | -19,261 | Closed |
|
|
AC
202
Avestar Capital
New York
| – | -$2.26M | -19,125 | Closed |
|
|
AAM
203
Ascension Asset Management
New York
| – | -$2.07M | -17,524 | Closed |
|
|
MIH
204
Meitav Investment House
Bene-Beraq,
Israel
| – | -$470K | -3,970 | Closed |
|
|
SF
205
Synovus Financial
Columbus,
Georgia
| – | -$247K | -2,093 | Closed |
|
|
TSS
206
Two Sigma Securities
New York
| – | -$208K | -1,757 | Closed |
|
|
CWA
207
Capital Wealth Alliance
Scottsdale,
Arizona
| – | -$205K | -1,627 | Closed |
|
208
Simplex Trading
Chicago,
Illinois
| – | -$13K | -114 | Closed |
|
209
AssetMark Inc
Concord,
California
| – | -$13K | -107 | Closed |
|
|
CCC
210
Crescent Capital Consulting
New Orleans,
Louisiana
| – | -$10K | -89 | Closed |
|
FPX Hedge Fund Activity: Q1 2021 in Review
197 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q1 2021, worth a combined $1.07B — up 1.1% from $1.06B a quarter earlier.
Buyers outnumbered sellers: 41 funds opened new FPX positions and 13 closed out — a net gain of 28 holders — while 78 added to existing stakes and 47 trimmed.
The largest buyer was UBS Group, adding an estimated $7.72M. The largest seller was AE Wealth Management, cutting an estimated $28M.
- 197 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q1 2021, up from 172 in Q4 2020.
- Funds reported $1.07B of First Trust US Equity Opportunities ETF stock for Q1 2021, up 1.1% quarter-over-quarter.
- 41 funds opened new First Trust US Equity Opportunities ETF positions in Q1 2021 and 13 closed out, a net change of +28 holders.
- The largest First Trust US Equity Opportunities ETF buyer in Q1 2021 was UBS Group, an estimated $7.72M added.
- The largest First Trust US Equity Opportunities ETF seller in Q1 2021 was AE Wealth Management, an estimated $28M sold.
Based on aggregated 13F filings for Q1 2021.