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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

132 hedge funds and large institutions have $604M invested in First Trust US Equity Opportunities ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 57 reducing their positions, and 17 closing their positions.

Holders
132
Holders Change
-2
Holders Change %
-1.49%
% of All Funds
2.71%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
35
Reduced
57
Closed
17
Calls
$83K
Puts
–
Net Calls
+$83K
Net Calls Change
+$83K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$13.1M
2
SPC
2
Sigma Planning Corp
Michigan
$6.72M
3
LFAS
3
Level Four Advisory Services
Texas
$5.22M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$13.3M
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$3.73M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$46.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$142M
3
Ameriprise
3
Ameriprise
Minnesota
$12.4M
4
GSWM
4
Golden State Wealth Management
California
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$19.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Truist Financial
26
Truist Financial
North Carolina
$3.44M 41,103 -2,437 -6%
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$3.26M 38,929 -124 -0.3%
IA
28
IFG Advisory
Georgia
$3.26M 38,927 -919 -2%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$2.98M 35,570 +241 +0.7%
WS
30
Wedbush Securities
California
$2.68M 31,943 +636 +2%
CAN
31
Cetera Advisor Networks
California
$2.13M 25,415 -367 -1%
CPIG
32
Chicago Partners Investment Group
Illinois
$2M 22,576 -3 -0%
MML Investors Services
33
MML Investors Services
Massachusetts
$1.95M 23,211 -2,510 -10%
WWM
34
Western Wealth Management
Colorado
$1.82M 21,765 +21,765 New
CBFP
35
Cedar Brook Financial Partners
Ohio
$1.71M 20,385 -180 -0.9%
ACA
36
Ascension Capital Advisors
Texas
$1.64M 19,534 -611 -3%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$1.62M 19,298 +314 +2%
KA
38
Kovack Advisors
Florida
$1.61M 19,262 +2,468 +15%
CWM
39
Cornerstone Wealth Management
Missouri
$1.51M 18,005 -1,586 -8%
MAFM
40
Mid Atlantic Financial Management
Pennsylvania
$1.51M 17,992 -840 -4%
NFG
41
Next Financial Group
Texas
$1.5M 17,937 – –
CA
42
Cetera Advisors
Colorado
$1.49M 17,720 +1,479 +9%
APWA
43
Atlas Private Wealth Advisors
New Jersey
$1.45M 17,329 +17,329 New
SWAG
44
Spectrum Wealth Advisory Group
California
$1.33M 15,895 -3,013 -16%
OC
45
Oppenheimer & Co
New York
$1.27M 15,166 -158 -1%
FIM
46
Fernwood Investment Management
Massachusetts
$1.2M 14,320 +5,425 +61%
TRCT
47
Tower Research Capital (TRC)
New York
$1.18M 14,092 -10,114 -42%
AWM
48
AE Wealth Management
Kansas
$1.17M 13,979 +13,979 New
SPIA
49
Steward Partners Investment Advisory
New York
$1.14M 13,620 -1,378 -9%
SS
50
Simplicity Solutions
Minnesota
$1.13M 13,520 +13,520 New
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