We are live on ! Find out more
FPX icon

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
Morgan Stanley
1
Morgan Stanley
New York
$68.2M +$1.43M +11,954 +2%
LPL Financial
2
LPL Financial
California
$33.2M -$1.74M -14,543 -5%
Wells Fargo
3
Wells Fargo
California
$30.5M -$705K -5,887 -2%
Bank of America
4
Bank of America
North Carolina
$17M +$1.58M +13,197 +10%
Raymond James Financial
5
Raymond James Financial
Florida
$14.2M +$14.2M +118,788 New
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$12.1M -$135K -1,128 -1%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$10.4M -$374K -3,123 -3%
CWM
8
Congress Wealth Management
Massachusetts
$9.46M +$41.9K +350 +0.4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$9.12M +$2.78M +23,228 +44%
CCP
10
Cassia Capital Partners
North Carolina
$8.11M -$177K -1,478 -2%
Truist Financial
11
Truist Financial
North Carolina
$7.31M +$2.79M +23,260 +61%
UBS Group
12
UBS Group
Switzerland
$7.28M -$1.31M -10,941 -15%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$7.09M +$1.67M +13,955 +31%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$6.1M -$585K -4,881 -9%
Ameriprise
15
Ameriprise
Minnesota
$5.95M -$1.23M -10,286 -17%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$5.67M +$51.3K +428 +0.9%
TPWA
17
Twin Peaks Wealth Advisors
California
$4.79M -$232K -1,937 -5%
GLA
18
Good Life Advisors
Pennsylvania
$4.72M -$1.33M -11,116 -22%
HighTower Advisors
19
HighTower Advisors
Illinois
$3.86M -$120K -999 -3%
HI
20
Harbour Investments
Wisconsin
$3.49M -$202K -1,687 -5%
Goldman Sachs
21
Goldman Sachs
New York
$3.43M -$2.28M -19,021 -40%
DADC
22
D.A. Davidson & Co
Montana
$3.32M +$86.4K +721 +3%
Osaic Holdings
23
Osaic Holdings
Arizona
$3.31M -$901K -7,520 -21%
Wealth Enhancement Advisory Services
24
Wealth Enhancement Advisory Services
Minnesota
$3.28M -$112K -931 -3%
KAS
25
Kestra Advisory Services
Texas
$2.97M +$488K +4,073 +20%

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.