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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

57 hedge funds and large institutions have $166M invested in First Trust US Equity Opportunities ETF in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 31 increasing their positions, 4 reducing their positions, and 6 closing their positions.

Holders
57
Holders Change
+12
Holders Change %
+26.67%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
31
Reduced
4
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$40.5M
2
Comerica Bank
2
Comerica Bank
Texas
$17M
3
BTS
3
BB&T Securities
Virginia
$6.12M
4
Bank of America
4
Bank of America
North Carolina
$21.2M
5
VF
5
Virtu Financial
New York
$4.83M

Top Sellers

1
NYLIM
1
New York Life Investment Management
New York
$2.8M
2
SG Americas Securities
2
SG Americas Securities
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$446K
4
BCM
4
Barometer Capital Management
Ontario, Canada
$0
5
PFS
5
Prospera Financial Services
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
NAM
26
NTV Asset Management
West Virginia
$993K 21,650 +1,275 +6%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$912K 19,873 +19,873 New
AA
28
Ancora Advisors
Ohio
$904K 19,690 +8,730 +80%
VKH
29
Virtu KCG Holdings
New York
$672K 14,650 +14,650 New
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$590K 12,857 +579 +5%
ICAS
31
Investors Capital Advisory Services
Massachusetts
$543K 11,834 +1,700 +17%
CA
32
Cetera Advisors
Colorado
$532K 11,455 +11,455 New
Janney Montgomery Scott
33
Janney Montgomery Scott
Pennsylvania
$526K 11,458 +4,018 +54%
Goldman Sachs
34
Goldman Sachs
New York
$465K 10,128 +10,128 New
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$448K 9,764 +4,635 +90%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$446K 9,729 -29,417 -75%
BRWA
37
B. Riley Wealth Advisors
Florida
$440K 9,580 +9,580 New
SHA
38
Smith Hayes Advisers
Nebraska
$411K 8,957 +3,705 +71%
NES
39
New England Securities
New York
$393K 8,558 +1,154 +16%
WT
40
Wilmington Trust
Delaware
$322K 7,000 +7,000 New
Citigroup
41
Citigroup
New York
$261K 5,690 +4,072 +252%
Deutsche Bank
42
Deutsche Bank
Germany
$258K 5,636 +3,911 +227%
Envestnet Asset Management
43
Envestnet Asset Management
Illinois
$241K 5,243 -1,907 -27%
WEC
44
Winslow Evans & Crocker
Massachusetts
$227K 4,950 – –
PI
45
Placemark Investments
Illinois
$220K 4,802 +4,802 New
WA
46
WFG Advisors
Texas
$163K 3,559 +2,512 +240%
KCPG
47
Kavar Capital Partners Group
Kansas
$123K 2,700 +2,700 New
Creative Planning
48
Creative Planning
Kansas
$94K 2,052 +1,982 +2,831%
EWM
49
Elite Wealth Management
Washington
$60K 1,300 +1,300 New
PSUF
50
People's United Financial
Connecticut
$57K 1,250 -1,000 -44%
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