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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

134 hedge funds and large institutions have $469M invested in First Trust US Equity Opportunities ETF in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 54 reducing their positions, and 24 closing their positions.

Holders
134
Holders Change
-9
Holders Change %
-6.29%
% of All Funds
2.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
17
Increased
44
Reduced
54
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$112M
2
TC
2
Trilogy Capital
California
$5.65M
3
GSWM
3
Golden State Wealth Management
California
$3.5M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$7.75M
5
Wells Fargo
5
Wells Fargo
California
$43.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$36.3M
2
M&T Bank
2
M&T Bank
New York
$429K
3
SPC
3
Sigma Planning Corp
Michigan
$587K
4
DAS
4
Dynamic Advisor Solutions
Arizona
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
26
J.P. Morgan Private Wealth Advisors
California
$2.46M -$2.77M -43,919 -53%
SI
27
Stephens Inc
Arkansas
$2.41M -$192K -3,048 -7%
PWM
28
Provident Wealth Management
Tennessee
$2.27M -$42.5K -674 -2%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$2.23M +$490K +7,771 +28%
WS
30
Wedbush Securities
California
$1.97M -$47.4K -752 -2%
Citadel Advisors
31
Citadel Advisors
Florida
$1.73M +$599K +9,511 +53%
CAN
32
Cetera Advisor Networks
California
$1.63M -$1.39K -22 -0.1%
MML Investors Services
33
MML Investors Services
Massachusetts
$1.62M -$442K -7,009 -21%
CPIG
34
Chicago Partners Investment Group
Illinois
$1.59M -$221K -3,128 -12%
TRCT
35
Tower Research Capital (TRC)
New York
$1.53M +$939K +14,902 +160%
BFEC
36
Benjamin F. Edwards & Company
Missouri
$1.38M +$1.45K +23 +0.1%
CBFP
37
Cedar Brook Financial Partners
Ohio
$1.3M +$159K +2,520 +14%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$1.28M +$89.9K +1,427 +8%
ACA
39
Ascension Capital Advisors
Texas
$1.27M -$7.81K -124 -0.6%
CWM
40
Cornerstone Wealth Management
Missouri
$1.23M +$129K +2,055 +12%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$1.2M +$418K +6,635 +54%
SWAG
42
Spectrum Wealth Advisory Group
California
$1.19M -$121K -1,925 -9%
MAFM
43
Mid Atlantic Financial Management
Pennsylvania
$1.19M -$162K -2,578 -12%
NFG
44
Next Financial Group
Texas
$1.13M -$11K -174 -1%
KA
45
Kovack Advisors
Florida
$1.06M +$559K +8,876 +112%
CA
46
Cetera Advisors
Colorado
$1.02M -$624K -9,906 -38%
OC
47
Oppenheimer & Co
New York
$966K -$3.59K -57 -0.4%
SPIA
48
Steward Partners Investment Advisory
New York
$945K -$112K -1,777 -11%
NAM
49
NTV Asset Management
West Virginia
$902K +$63 +1 +0%
CAAS
50
Capital Asset Advisory Services
Michigan
$865K +$43.6K +583 +5%
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