First Trust US Equity Opportunities ETF
FPX
162 hedge funds and large institutions have $330M invested in First Trust US Equity Opportunities ETF in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 26 increasing their positions, 67 reducing their positions, and 13 closing their positions.
100% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 13
9% more capital invested
Capital invested by funds: $304M → $330M (+$26.2M)
7% more funds holding
Funds holding: 151 → 162 (+11)
1.55% more ownership
Funds ownership: 43.52% → 45.08% (+1.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
61% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 67
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Congress Wealth Management
Boston,
Massachusetts
|
+$8.01M |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$4.78M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.63M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.6M |
| 5 |
Goldman Sachs
New York
|
+$1.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
-$8.47M |
| 2 |
LPL Financial
San Diego,
California
|
-$4.47M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$3.7M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.95M |
| 5 |
CCA
Cottonwood Capital Advisors
Salt Lake City,
Utah
|
-$2.58M |
FPX Hedge Fund Activity: Q3 2024 in Review
162 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in First Trust US Equity Opportunities ETF (FPX) for Q3 2024, worth a combined $330M — up 8.6% from $304M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new FPX positions and 13 closed out — a net gain of 13 holders — while 26 added to existing stakes and 67 trimmed.
The largest buyer was Congress Wealth Management, opening a new position worth an estimated $8.01M. The largest seller was Arax Advisory Partners, cutting an estimated $8.47M.
- 162 institutional investors held First Trust US Equity Opportunities ETF (FPX) as of Q3 2024, up from 151 in Q2 2024.
- Funds reported $330M of First Trust US Equity Opportunities ETF stock for Q3 2024, up 8.6% quarter-over-quarter.
- 26 funds opened new First Trust US Equity Opportunities ETF positions in Q3 2024 and 13 closed out, a net change of +13 holders.
- The largest First Trust US Equity Opportunities ETF buyer in Q3 2024 was Congress Wealth Management, an estimated $8.01M added.
- The largest First Trust US Equity Opportunities ETF seller in Q3 2024 was Arax Advisory Partners, an estimated $8.47M sold.
Based on aggregated 13F filings for Q3 2024.