First Trust US Equity Opportunities ETF
FPX
193 hedge funds and large institutions have $721M invested in First Trust US Equity Opportunities ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 91 reducing their positions, and 31 closing their positions.
60% more funds holding in top 10
Funds holding in top 10: 5 → 8 (+3)
3% less ownership
Funds ownership: 52.95% → 49.96% (-3%)
7% less funds holding
Funds holding: 207 → 193 (-14)
27% less capital invested
Capital invested by funds: $982M → $721M (-$261M)
39% less first-time investments, than exits
New positions opened: 19 | Existing positions closed: 31
52% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 91
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$14.1M |
| 2 |
TWM
TMD Wealth Management
Scottsdale,
Arizona
|
+$7.19M |
| 3 |
ACA
Ascension Capital Advisors
Houston,
Texas
|
+$2.7M |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
+$2.16M |
| 5 |
WWM
Western Wealth Management
Golden,
Colorado
|
+$2.13M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$32M |
| 2 |
LPL Financial
San Diego,
California
|
-$20.1M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$17M |
| 4 |
TCWA
Ten Capital Wealth Advisors
Spokane,
Washington
|
-$17M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$12.4M |
FPX Hedge Fund Activity: Q1 2022 in Review
193 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q1 2022, worth a combined $721M — down 27% from $982M a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of FPX and 19 opened new positions — a net loss of 12 holders — while 91 trimmed existing stakes and 44 added.
The largest buyer was Win Advisors, adding an estimated $14.1M. The largest seller was Morgan Stanley, cutting an estimated $32M.
- 193 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q1 2022, down from 207 in Q4 2021.
- Funds reported $721M of First Trust US Equity Opportunities ETF stock for Q1 2022, down 27% quarter-over-quarter.
- 19 funds opened new First Trust US Equity Opportunities ETF positions in Q1 2022 and 31 closed out, a net change of -12 holders.
- The largest First Trust US Equity Opportunities ETF buyer in Q1 2022 was Win Advisors, an estimated $14.1M added.
- The largest First Trust US Equity Opportunities ETF seller in Q1 2022 was Morgan Stanley, an estimated $32M sold.
Based on aggregated 13F filings for Q1 2022.