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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

82 hedge funds and large institutions have $245M invested in First Trust US Equity Opportunities ETF in 2015 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
82
Holders Change
+15
Holders Change %
+22.39%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
21
Increased
45
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$55.7M
2
TCM
2
Tuttle Capital Management
Connecticut
$11.7M
3
UBS Group
3
UBS Group
Switzerland
$24.8M
4
Wells Fargo
4
Wells Fargo
California
$25.7M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$4.64M

Top Sellers

1
CPIG
1
Chicago Partners Investment Group
Illinois
$2.38M
2
CLOS
2
Compagnie Lombard Odier SCmA
Switzerland
$0
3
GHF
3
Good Harbor Financial
Illinois
$1.47M
4
GT
4
Glenmede Trust
Pennsylvania
$0
5
WP
5
WealthPLAN Partners
Nebraska
$84K
Name Holding Trade Value Shares
Change 		Shares
Change %
MFS
26
MSI Financial Services
Massachusetts
$1.44M +$261K +4,783 +22%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$1.34M +$148K +2,716 +12%
AIM
28
Advantage Investment Management
Iowa
$1.33M +$1.16M +21,250 +668%
AA
29
Ancora Advisors
Ohio
$1.17M +$1.17M +21,450 New
NAM
30
NTV Asset Management
West Virginia
$1.07M +$5.51K +101 +0.5%
BRWA
31
B. Riley Wealth Advisors
Florida
$960K +$191K +3,507 +25%
ACM
32
Argentus Capital Management
Texas
$933K +$182K +3,332 +24%
Stifel Financial
33
Stifel Financial
Missouri
$903K +$49.9K +916 +6%
PAI
34
Pittenger & Anderson Inc
Nebraska
$890K +$799K +14,650 +875%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$824K +$17.3K +318 +2%
PAG
36
Private Advisor Group
New Jersey
$778K +$300K +5,498 +63%
BTS
37
BB&T Securities
Virginia
$673K +$33K +605 +5%
CA
38
Cetera Advisors
Colorado
$658K +$117K +2,185 +22%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$619K -$10.5K -192 -2%
UR
40
USCA RIA
Texas
$567K +$92.7K +1,700 +20%
CS
41
Credit Suisse
Switzerland
$544K +$138K +2,528 +34%
CWM
42
Concert Wealth Management
California
$492K +$492K +9,047 New
OC
43
Oppenheimer & Co
New York
$466K +$93.4K +1,711 +25%
ICAS
44
Investors Capital Advisory Services
Massachusetts
$455K +$2.18K +40 +0.5%
WS
45
Wedbush Securities
California
$442K +$35.5K +651 +9%
SPC
46
Sigma Planning Corp
Michigan
$367K +$30.7K +562 +9%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$337K +$337K +6,174 New
EDRE
48
Edmond de Rothschild (Europe)
Luxembourg
$293K +$293K +5,365 New
EDRH
49
Edmond de Rothschild Holding
Switzerland
$293K +$293K +5,365 New
HighTower Advisors
50
HighTower Advisors
Illinois
$272K +$272K +4,978 New
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