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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

143 hedge funds and large institutions have $602M invested in First Trust US Equity Opportunities ETF in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 53 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+8
Holders Change %
+5.93%
% of All Funds
2.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
31
Increased
53
Reduced
39
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$49M
2
M&T Bank
2
M&T Bank
New York
$7.82M
3
Morgan Stanley
3
Morgan Stanley
New York
$100M
4
RJA
4
Raymond James & Associates
Florida
$21.7M
5
DAS
5
Dynamic Advisor Solutions
Arizona
$4.48M

Top Sellers

1
IA
1
IFP Advisors
Florida
$42K
2
Wells Fargo
2
Wells Fargo
California
$54M
3
Bank of America
3
Bank of America
North Carolina
$67.7M
4
GSWM
4
Golden State Wealth Management
California
$0
5
FAAS
5
First Allied Advisory Services
California
$362K
Name Holding Trade Value Shares
Change 		Shares
Change %
PAG
26
Private Advisor Group
New Jersey
$4.2M -$161K -2,001 -4%
Truist Financial
27
Truist Financial
North Carolina
$3.97M +$3.97M +49,459 New
SI
28
Stephens Inc
Arkansas
$3.32M +$8.11K +101 +0.2%
IA
29
IFG Advisory
Georgia
$3.25M +$39.5K +492 +1%
PWM
30
Provident Wealth Management
Tennessee
$2.95M +$2.95M +36,673 New
PA
31
PFG Advisors
Arizona
$2.8M +$2.22M +19,700 +383%
MML Investors Services
32
MML Investors Services
Massachusetts
$2.63M +$42.1K +524 +2%
WS
33
Wedbush Securities
California
$2.58M +$673K +8,376 +35%
Baird Financial Group
34
Baird Financial Group
Wisconsin
$2.21M +$17.9K +223 +0.8%
CPIG
35
Chicago Partners Investment Group
Illinois
$2.14M +$35.1K +421 +2%
CA
36
Cetera Advisors
Colorado
$2.1M +$52K +648 +3%
CAN
37
Cetera Advisor Networks
California
$2.07M +$246K +3,075 +14%
BFEC
38
Benjamin F. Edwards & Company
Missouri
$1.76M +$842K +10,484 +91%
MAFM
39
Mid Atlantic Financial Management
Pennsylvania
$1.72M -$25.1K -313 -1%
SWAG
40
Spectrum Wealth Advisory Group
California
$1.67M -$8.36K -104 -0.5%
ACA
41
Ascension Capital Advisors
Texas
$1.63M +$1.63M +20,269 New
APA
42
American Portfolios Advisors
New York
$1.57M -$46K -573 -3%
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$1.51M +$1.51M +18,804 New
NFG
44
Next Financial Group
Texas
$1.46M -$440K -5,479 -23%
CBFP
45
Cedar Brook Financial Partners
Ohio
$1.45M +$393K +4,886 +37%
Citadel Advisors
46
Citadel Advisors
Florida
$1.44M +$1.44M +17,948 New
Citigroup
47
Citigroup
New York
$1.43M +$715K +8,902 +101%
CWM
48
Cornerstone Wealth Management
Missouri
$1.41M +$255K +3,175 +22%
SPIA
49
Steward Partners Investment Advisory
New York
$1.35M +$31.4K +391 +2%
RFN
50
RDA Financial Network
Iowa
$1.3M -$48.4K -583 -4%
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