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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

196 hedge funds and large institutions have $1.12B invested in First Trust US Equity Opportunities ETF in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 75 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
–
Holders Change %
0%
% of All Funds
3.42%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
20
Increased
75
Reduced
60
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$46.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$8.06M
3
Ameriprise
3
Ameriprise
Minnesota
$21.9M
4
CA
4
Cetera Advisors
Colorado
$5.37M
5
AAS
5
Avantax Advisory Services
Texas
$3.38M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$222M
2
LCWP
2
Legacy Capital Wealth Partners
Arkansas
$242K
3
Wells Fargo
3
Wells Fargo
California
$64.3M
4
TC
4
Trilogy Capital
California
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSWM
26
Golden State Wealth Management
California
$7.32M +$19.2K +151 +0.3%
Truist Financial
27
Truist Financial
North Carolina
$6.75M +$680K +5,333 +11%
CCP
28
Cassia Capital Partners
North Carolina
$6.71M +$369K +2,892 +6%
SPC
29
Sigma Planning Corp
Michigan
$6.66M +$218K +1,711 +3%
AAP
30
Arax Advisory Partners
Colorado
$6.6M +$6.6M +51,756 New
PFS
31
Prospera Financial Services
Texas
$6.53M +$408K +3,197 +7%
PAG
32
Private Advisor Group
New Jersey
$6.37M -$1.65M -12,924 -21%
TWM
33
TMD Wealth Management
Arizona
$5.76M +$2.54M +19,961 +79%
AIP
34
Ahrens Investment Partners
Louisiana
$5.6M -$49.8K -391 -0.9%
BFS
35
Bickling Financial Services
Massachusetts
$5.53M +$37.4K +293 +0.7%
CA
36
Cetera Advisors
Colorado
$5.37M +$3.34M +26,237 +165%
JPMPWA
37
J.P. Morgan Private Wealth Advisors
California
$5.26M +$367K +2,883 +8%
Citigroup
38
Citigroup
New York
$4.77M +$909K +7,130 +24%
WWM
39
Western Wealth Management
Colorado
$4.5M +$166K +1,301 +4%
CAN
40
Cetera Advisor Networks
California
$4.11M -$286K -2,244 -7%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$3.95M -$2.62M -20,549 -40%
AOG
42
Alpha Omega Group
Virginia
$3.92M -$1.46M -11,465 -27%
JIP
43
Jaffetilchin Investment Partners
Florida
$3.83M +$603K +4,730 +19%
APWA
44
Atlas Private Wealth Advisors
New Jersey
$3.52M +$701K +5,496 +25%
AAS
45
Avantax Advisory Services
Texas
$3.38M +$3.12M +24,514 +1,185%
MML Investors Services
46
MML Investors Services
Massachusetts
$3.31M -$1.1M -8,611 -25%
LAS
47
Lloyd Advisory Services
Georgia
$3.08M +$3.08M +24,162 +96,648%
MAG
48
MRA Advisory Group
New Jersey
$2.96M +$213K +1,673 +8%
CPIG
49
Chicago Partners Investment Group
Illinois
$2.94M +$13.8K +108 +0.5%
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$2.91M +$363K +2,850 +14%
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