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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

84 hedge funds and large institutions have $274M invested in First Trust US Equity Opportunities ETF in 2015 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 40 increasing their positions, 19 reducing their positions, and 8 closing their positions.

Holders
84
Holders Change
+2
Holders Change %
+2.44%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
13
Increased
40
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$66.1M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$14M
3
CS
3
Credit Suisse
Switzerland
$8.18M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$5.9M
5
Wells Fargo
5
Wells Fargo
California
$27.2M

Top Sellers

1
TCM
1
Tuttle Capital Management
Connecticut
$0
2
LWA
2
Lowe Wealth Advisors
Maryland
$995K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.7M
4
ACM
4
Argentus Capital Management
Texas
$257K
5
UR
5
USCA RIA
Texas
$214K
Name Holding Trade Value Shares
Change 		Shares
Change %
SHA
26
Smith Hayes Advisers
Nebraska
$1.62M +$113K +2,323 +8%
Citigroup
27
Citigroup
New York
$1.61M -$199K -4,085 -11%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$1.44M +$245K +5,033 +21%
VFS
29
VSR Financial Services
Kansas
$1.4M -$59.7K -1,226 -4%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$1.12M +$388K +7,980 +53%
AA
31
Ancora Advisors
Ohio
$1.1M +$59.8K +1,229 +6%
GHF
32
Good Harbor Financial
Illinois
$1.07M -$250K -5,140 -19%
LWA
33
Lowe Wealth Advisors
Maryland
$995K -$2.75M -56,485 -73%
NAM
34
NTV Asset Management
West Virginia
$959K +$4.87K +100 +0.5%
PAI
35
Pittenger & Anderson Inc
Nebraska
$909K +$114K +2,340 +14%
Millennium Management
36
Millennium Management
New York
$880K +$880K +18,066 New
BRWA
37
B. Riley Wealth Advisors
Florida
$797K -$60.2K -1,236 -7%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$785K +$233K +4,791 +42%
VKH
39
Virtu KCG Holdings
New York
$782K +$782K +16,056 New
Goldman Sachs
40
Goldman Sachs
New York
$720K +$720K +14,790 New
CA
41
Cetera Advisors
Colorado
$689K +$87.4K +1,788 +15%
Stifel Financial
42
Stifel Financial
Missouri
$642K -$165K -3,384 -20%
BTS
43
BB&T Securities
Virginia
$598K -$2.33K -48 -0.4%
ICAS
44
Investors Capital Advisory Services
Massachusetts
$561K +$155K +3,179 +38%
PAG
45
Private Advisor Group
New Jersey
$553K -$142K -2,923 -20%
FHC
46
First Heartland Consultants
Missouri
$544K +$9.21K +189 +2%
OC
47
Oppenheimer & Co
New York
$535K +$120K +2,462 +29%
WS
48
Wedbush Securities
California
$493K +$98.4K +2,021 +25%
CWM
49
Concert Wealth Management
California
$317K -$122K -2,520 -28%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$314K +$13.1K +268 +4%
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