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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

193 hedge funds and large institutions have $995M invested in First Trust US Equity Opportunities ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 65 increasing their positions, 66 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
-3
Holders Change %
-1.53%
% of All Funds
3.39%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
65
Reduced
66
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIP
1
Almanack Investment Partners
Pennsylvania
$9.55M
2
GLA
2
Good Life Advisors
Pennsylvania
$6.76M
3
Stifel Financial
3
Stifel Financial
Missouri
$12M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.01M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$22.4M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$7.01M
2
Morgan Stanley
2
Morgan Stanley
New York
$186M
3
UBS Group
3
UBS Group
Switzerland
$57M
4
LFAS
4
Level Four Advisory Services
Texas
$0
5
CCP
5
Cassia Capital Partners
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
26
Good Life Advisors
Pennsylvania
$6.76M +$6.48M +52,551 +2,357%
PAG
27
Private Advisor Group
New Jersey
$6.74M +$577K +4,676 +9%
AAP
28
Arax Advisory Partners
Colorado
$6.73M +$347K +2,811 +5%
Truist Financial
29
Truist Financial
North Carolina
$6.65M +$110K +891 +2%
SPC
30
Sigma Planning Corp
Michigan
$6.49M +$43.6K +353 +0.7%
PFS
31
Prospera Financial Services
Texas
$6.3M -$22K -178 -0.3%
TWM
32
TMD Wealth Management
Arizona
$5.86M +$282K +2,288 +5%
BFS
33
Bickling Financial Services
Massachusetts
$5.39M +$35.3K +286 +0.7%
AIP
34
Ahrens Investment Partners
Louisiana
$5.18M -$237K -1,919 -4%
JPMPWA
35
J.P. Morgan Private Wealth Advisors
California
$5.07M -$19.5K -158 -0.4%
Goldman Sachs
36
Goldman Sachs
New York
$4.56M -$3.25M -26,328 -42%
AOG
37
Alpha Omega Group
Virginia
$4.12M +$322K +2,610 +8%
JIP
38
Jaffetilchin Investment Partners
Florida
$4.1M +$392K +3,174 +11%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$4.06M +$240K +1,943 +6%
CAN
40
Cetera Advisor Networks
California
$3.95M -$25.3K -205 -0.6%
Citigroup
41
Citigroup
New York
$3.89M -$726K -5,879 -16%
APWA
42
Atlas Private Wealth Advisors
New Jersey
$3.49M +$83.4K +676 +2%
AAS
43
Avantax Advisory Services
Texas
$3.45M +$167K +1,356 +5%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$3.3M +$484K +3,922 +17%
CPIG
45
Chicago Partners Investment Group
Illinois
$3.14M +$92.4K +697 +3%
Citadel Advisors
46
Citadel Advisors
Florida
$3.01M +$3.01M +24,376 New
SPIA
47
Steward Partners Investment Advisory
New York
$2.83M +$255K +2,066 +10%
KA
48
Kovack Advisors
Florida
$2.75M +$987 +8 +0%
MAG
49
MRA Advisory Group
New Jersey
$2.67M -$194K -1,573 -7%
MML Investors Services
50
MML Investors Services
Massachusetts
$2.45M -$754K -6,106 -24%
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