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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

82 hedge funds and large institutions have $505M invested in First Trust US Equity Opportunities ETF in 2017 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 41 increasing their positions, 13 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+12
Holders Change %
+17.14%
% of All Funds
2.04%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.05%
New
16
Increased
41
Reduced
13
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$242M
2
IWM
2
IHT Wealth Management
Illinois
$5.01M
3
Wells Fargo
3
Wells Fargo
California
$25.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$58.8M
5
UBS Group
5
UBS Group
Switzerland
$37.4M

Top Sellers

1
AG
1
Advisor Group
Arizona
$2.44M
2
Bank of America
2
Bank of America
North Carolina
$24.3M
3
TRCT
3
Tower Research Capital (TRC)
New York
$0
4
TH
4
Timber Hill
Connecticut
$0
5
Creative Planning
5
Creative Planning
Kansas
$69K
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$1.37M +$954K +16,627 +229%
PAG
27
Private Advisor Group
New Jersey
$1.36M +$320K +5,643 +31%
SPC
28
Sigma Planning Corp
Michigan
$1.34M +$1.07M +18,637 +401%
SAM
29
SignalPoint Asset Management
Missouri
$1.15M +$26.6K +464 +2%
SB
30
Suntrust Banks
Georgia
$1.13M +$1.13M +19,687 New
CA
31
Cetera Advisors
Colorado
$1.09M -$173 -3 -0%
HighTower Advisors
32
HighTower Advisors
Illinois
$959K +$12.4K +215 +1%
AA
33
Ancora Advisors
Ohio
$952K – – –
SG Americas Securities
34
SG Americas Securities
New York
$945K +$57.4K +1,000 +6%
BTS
35
BB&T Securities
Virginia
$941K +$941K +16,410 New
NAM
36
NTV Asset Management
West Virginia
$872K +$57 +1 +0%
KWM
37
Kingsview Wealth Management
Oregon
$787K +$787K +13,710 New
IA
38
IFP Advisors
Florida
$751K +$273K +4,754 +57%
CAN
39
Cetera Advisor Networks
California
$722K +$96.3K +1,691 +15%
SCA
40
Snowden Capital Advisors
New York
$696K +$210K +3,653 +43%
Citigroup
41
Citigroup
New York
$611K -$67.8K -1,181 -10%
VWA
42
V Wealth Advisors
Kansas
$608K +$608K +10,645 New
OC
43
Oppenheimer & Co
New York
$592K -$21.9K -382 -4%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$583K -$746 -13 -0.1%
AIP
45
Ahrens Investment Partners
Louisiana
$525K +$525K +9,150 New
M&T Bank
46
M&T Bank
New York
$496K -$21.9K -382 -4%
NPC
47
National Planning Corporation
California
$477K +$477K +8,357 New
FAAS
48
First Allied Advisory Services
California
$434K +$98.5K +1,717 +29%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$430K +$862 +15 +0.2%
CCA
50
Catalyst Capital Advisors
New York
$423K +$380K +6,620 +883%
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