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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

67 hedge funds and large institutions have $181M invested in First Trust US Equity Opportunities ETF in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 33 increasing their positions, 12 reducing their positions, and 12 closing their positions.

Holders
67
Holders Change
-1
Holders Change %
-1.47%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
33
Reduced
12
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$23.5M
2
UBS Group
2
UBS Group
Switzerland
$18.3M
3
Morgan Stanley
3
Morgan Stanley
New York
$43.1M
4
Wells Fargo
4
Wells Fargo
California
$19.2M
5
TCM
5
Tuttle Capital Management
Connecticut
$1.76M

Top Sellers

1
CIBC World Market
1
CIBC World Market
Ontario, Canada
$0
2
AIG
2
American International Group
New York
$1.45M
3
AA
3
Ancora Advisors
Ohio
$1.12M
4
BTS
4
BB&T Securities
Virginia
$6.32M
5
Comerica Bank
5
Comerica Bank
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$904K +$141K +2,617 +18%
Stifel Financial
27
Stifel Financial
Missouri
$842K +$608K +11,297 +259%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$796K +$61.6K +1,146 +8%
BRWA
29
B. Riley Wealth Advisors
Florida
$758K -$124K -2,306 -14%
ACM
30
Argentus Capital Management
Texas
$741K +$741K +13,773 New
SHA
31
Smith Hayes Advisers
Nebraska
$682K +$62.9K +1,168 +10%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$621K +$391K +7,263 +170%
CA
33
Cetera Advisors
Colorado
$537K +$261K +4,927 +95%
PAG
34
Private Advisor Group
New Jersey
$472K +$128K +2,380 +37%
UR
35
USCA RIA
Texas
$468K +$468K +8,701 New
ICAS
36
Investors Capital Advisory Services
Massachusetts
$447K +$21.5K +400 +5%
CS
37
Credit Suisse
Switzerland
$401K -$429K -7,959 -52%
WS
38
Wedbush Securities
California
$401K +$137K +2,553 +52%
OC
39
Oppenheimer & Co
New York
$368K +$49.9K +926 +16%
SPC
40
Sigma Planning Corp
Michigan
$332K +$41.8K +775 +14%
CLOS
41
Compagnie Lombard Odier SCmA
Switzerland
$312K +$269K +5,000 +625%
FHC
42
First Heartland Consultants
Missouri
$308K +$308K +5,725 New
B
43
Baird
Wisconsin
$295K +$38.2K +710 +15%
DADC
44
D.A. Davidson & Co
Montana
$261K +$16.7K +310 +7%
M&T Bank
45
M&T Bank
New York
$258K -$148K -2,750 -36%
LI
46
LVZ Inc
Michigan
$244K +$244K +4,531 New
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$243K +$210K +3,925 +641%
WA
48
WFG Advisors
Texas
$205K -$2.91K -54 -1%
AIM
49
Advantage Investment Management
Iowa
$171K +$171K +3,179 New
MM
50
Midas Management
New York
$156K – – –
1
2
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