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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

116 hedge funds and large institutions have $522M invested in First Trust US Equity Opportunities ETF in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
+4
Holders Change %
+3.57%
% of All Funds
2.66%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
14
Increased
51
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citigroup
1
Citigroup
New York
$67.5M
2
CWM
2
Cornerstone Wealth Management
Missouri
$8.79M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$18.7M
4
Bank of America
4
Bank of America
North Carolina
$48.1M
5
RJA
5
Raymond James & Associates
Florida
$12.9M

Top Sellers

1
MIH
1
Meitav Investment House
Israel
$0
2
UBS Group
2
UBS Group
Switzerland
$29.9M
3
NFG
3
Next Financial Group
Texas
$0
4
Wells Fargo
4
Wells Fargo
California
$53.9M
5
MIAN
5
Mariner Independent Advisor Network
Kansas
$893K
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
26
Baird Financial Group
Wisconsin
$2.85M +$75.4K +1,056 +3%
Stifel Financial
27
Stifel Financial
Missouri
$2.56M +$143K +2,007 +6%
PGA
28
Premia Global Advisors
Florida
$2.39M +$2.39M +34,297 New
WI
29
Wintrust Investments
Illinois
$2.18M +$79.6K +1,114 +4%
SB
30
Suntrust Banks
Georgia
$2.01M -$361K -6,148 -15%
MML Investors Services
31
MML Investors Services
Massachusetts
$1.88M -$69.5K -973 -4%
HFS
32
HL Financial Services
Kentucky
$1.85M -$14.1K -198 -0.8%
CPIG
33
Chicago Partners Investment Group
Illinois
$1.83M -$24K -336 -1%
PAG
34
Private Advisor Group
New Jersey
$1.82M +$539K +7,507 +42%
IA
35
IFP Advisors
Florida
$1.81M +$297K +4,159 +20%
CAN
36
Cetera Advisor Networks
California
$1.77M +$10.7K +150 +0.6%
PFS
37
Prospera Financial Services
Texas
$1.68M +$138K +1,922 +9%
Citadel Advisors
38
Citadel Advisors
Florida
$1.6M +$1.6M +22,430 New
WS
39
Wedbush Securities
California
$1.56M +$43.1K +603 +3%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$1.41M +$531K +7,445 +60%
HighTower Advisors
41
HighTower Advisors
Illinois
$1.3M -$45.5K -635 -3%
CAGAS
42
Capital Advisory Group Advisory Services
Minnesota
$1.25M -$22.8K -318 -2%
BTS
43
BB&T Securities
Virginia
$1.24M -$23.6K -330 -2%
CA
44
Cetera Advisors
Colorado
$1.21M +$101K +1,414 +9%
NAM
45
NTV Asset Management
West Virginia
$1.21M +$14.3K +200 +1%
AA
46
Ancora Advisors
Ohio
$1.12M -$21.4K -300 -2%
SPIA
47
Steward Partners Investment Advisory
New York
$1.1M +$412K +5,773 +60%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$1.09M +$8.71K +122 +0.8%
SAM
49
SignalPoint Asset Management
Missouri
$956K -$13.9K -194 -1%
OC
50
Oppenheimer & Co
New York
$954K +$5K +70 +0.5%
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