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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

68 hedge funds and large institutions have $151M invested in First Trust US Equity Opportunities ETF in 2014 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 12 closing their positions.

Holders
68
Holders Change
+5
Holders Change %
+7.94%
% of All Funds
1.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
23
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$13.4M
2
LWA
2
Lowe Wealth Advisors
Maryland
$3.79M
3
CPIG
3
Chicago Partners Investment Group
Illinois
$2.71M
4
Morgan Stanley
4
Morgan Stanley
New York
$37.2M
5
CS
5
Credit Suisse
Switzerland
$775K

Top Sellers

1
Comerica Bank
1
Comerica Bank
Texas
$772K
2
SMM
2
Stadion Money Management
Georgia
$0
3
Jane Street
3
Jane Street
New York
$0
4
Wells Fargo
4
Wells Fargo
California
$15.1M
5
Bank of America
5
Bank of America
North Carolina
$16.8M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$687K 13,651 +97 +0.7%
SHA
27
Smith Hayes Advisers
Nebraska
$578K 11,501 -205 -2%
BCM
28
Barometer Capital Management
Ontario, Canada
$573K 11,400 -13,900 -55%
Citigroup
29
Citigroup
New York
$551K 10,963 +6,728 +159%
PI
30
Placemark Investments
Illinois
$505K 10,050 +1,545 +18%
ICAS
31
Investors Capital Advisory Services
Massachusetts
$397K 7,913 -221 -3%
M&T Bank
32
M&T Bank
New York
$380K 7,550 +750 +11%
CWM
33
Concert Wealth Management
California
$353K 6,994 +1,455 +26%
NPC
34
National Planning Corporation
California
$350K 7,069 +7,069 New
NES
35
New England Securities
New York
$345K 6,853 +6,056 +760%
PAG
36
Private Advisor Group
New Jersey
$321K 6,392 -2,713 -30%
FAAS
37
First Allied Advisory Services
California
$309K 6,123 +6,123 New
OC
38
Oppenheimer & Co
New York
$297K 5,903 +211 +4%
SPC
39
Sigma Planning Corp
Michigan
$271K 5,385 +5,385 New
HFS
40
HL Financial Services
Kentucky
$270K 5,375 +549 +11%
JWM
41
Jackson Wealth Management
Florida
$266K 5,281 +5,281 New
CA
42
Cetera Advisors
Colorado
$262K 5,196 -10,376 -67%
HighTower Advisors
43
HighTower Advisors
Illinois
$257K 5,107 +5,107 New
WS
44
Wedbush Securities
California
$246K 4,897 +4,897 New
B
45
Baird
Wisconsin
$240K 4,775 +4,775 New
DADC
46
D.A. Davidson & Co
Montana
$228K 4,540 +300 +7%
Stifel Financial
47
Stifel Financial
Missouri
$219K 4,354 +144 +3%
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$215K 4,270 -1,182 -22%
WA
49
WFG Advisors
Texas
$194K 3,860 -400 -9%
Deutsche Bank
50
Deutsche Bank
Germany
$157K 3,125 -1,044 -25%
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