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First Trust US Equity Opportunities ETF
FPX

27 hedge funds and large institutions have $26.9M invested in First Trust US Equity Opportunities ETF in 2013 Q2 according to their latest regulatory filings, with 27 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

33.93% more ownership

Funds ownership: 0% → 33.93% (+34%)

Holders
27
Holders Change
+27
Holders Change %
–
% of All Funds
0.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
27
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$7.25M +$7.21M +201,074 New
Bank of America
2
Bank of America
North Carolina
$6.35M +$6.32M +176,297 New
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2.75M +$2.73M +76,270 New
VFS
4
VSR Financial Services
Kansas
$1.85M +$1.84M +51,299 New
BCI
5
Brinker Capital Investments
Pennsylvania
$1.73M +$1.72M +48,000 New
Wells Fargo
6
Wells Fargo
California
$1.55M +$1.54M +42,885 New
RJA
7
Raymond James & Associates
Florida
$787K +$783K +21,842 New
LPL Financial
8
LPL Financial
California
$732K +$728K +20,297 New
KCG
9
Knight Capital Group
$728K +$725K +20,213 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$662K +$658K +18,356 New
OC
11
Oppenheimer & Co
New York
$613K +$609K +16,994 New
CS
12
Credit Suisse
Switzerland
$586K +$583K +16,257 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$404K +$402K +11,199 New
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$331K +$329K +9,185 New
CWM
15
Concert Wealth Management
California
$225K +$227K +6,344 New
PSUF
16
People's United Financial
Connecticut
$81K +$80.7K +2,250 New
U
17
UBS
Switzerland
$78K +$78K +2,175 New
AIG
18
American International Group
New York
$50.4K +$50.1K +1,398 New
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$36K +$35.8K +999 New
Deutsche Bank
20
Deutsche Bank
Germany
$29K +$29.6K +825 New
Fifth Third Bancorp
21
Fifth Third Bancorp
Ohio
$27K +$26.9K +750 New
MFS
22
MSI Financial Services
Massachusetts
$27K +$26.9K +751 New
OWP
23
Obermeyer Wealth Partners
Colorado
$14K +$14.3K +400 New
NES
24
New England Securities
New York
$10K +$9.68K +270 New
PAS
25
Partnervest Advisory Services
California
$2K +$1.76K +49 New
1
2

FPX Hedge Fund Activity: Q2 2013 in Review

27 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q2 2013, worth a combined $26.9M.

Buyers outnumbered sellers: 27 funds opened new FPX positions and 0 closed out — a net gain of 27 holders — while 0 added to existing stakes and 0 trimmed.

  • 27 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $26.9M of First Trust US Equity Opportunities ETF stock for Q2 2013.
  • 27 funds opened new First Trust US Equity Opportunities ETF positions in Q2 2013 and 0 closed out, a net change of +27 holders.

Based on aggregated 13F filings for Q2 2013.