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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

206 hedge funds and large institutions have $981M invested in First Trust US Equity Opportunities ETF in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 53 increasing their positions, 76 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+13
Holders Change %
+6.74%
% of All Funds
3.18%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
33
Increased
53
Reduced
76
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$70.4M
2
CCP
2
Cassia Capital Partners
North Carolina
$6.47M
3
AOG
3
Alpha Omega Group
Virginia
$8.68M
4
LPL Financial
4
LPL Financial
California
$96.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.17M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$5.83M
2
AIP
2
Almanack Investment Partners
Pennsylvania
$269K
3
UBS Group
3
UBS Group
Switzerland
$47.6M
4
AWM
4
AE Wealth Management
Kansas
$745K
5
KAS
5
Kestra Advisory Services
Texas
$21.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
GSWM
26
Golden State Wealth Management
California
$6.7M -$208K -1,699 -3%
SPC
27
Sigma Planning Corp
Michigan
$6.56M +$112K +913 +2%
GLA
28
Good Life Advisors
Pennsylvania
$6.54M -$170K -1,384 -3%
CCP
29
Cassia Capital Partners
North Carolina
$6.47M +$6.47M +52,803 New
TWM
30
TMD Wealth Management
Arizona
$6.33M +$510K +4,160 +9%
CA
31
Cetera Advisors
Colorado
$6.22M -$645K -5,268 -9%
PFS
32
Prospera Financial Services
Texas
$6.21M -$41.4K -338 -0.7%
PAG
33
Private Advisor Group
New Jersey
$6M -$694K -5,663 -10%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$5.83M -$16.4M -133,722 -74%
BFS
35
Bickling Financial Services
Massachusetts
$5.27M -$80.7K -659 -2%
JPMPWA
36
J.P. Morgan Private Wealth Advisors
California
$4.84M -$189K -1,546 -4%
WWM
37
Western Wealth Management
Colorado
$4.74M +$4.74M +38,743 New
JIP
38
Jaffetilchin Investment Partners
Florida
$4.49M +$426K +3,475 +10%
PWA
39
PCG Wealth Advisors
Kansas
$4.32M +$4.32M +35,240 New
CAN
40
Cetera Advisor Networks
California
$3.84M -$83.1K -678 -2%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$3.82M -$210K -1,717 -5%
AAS
42
Avantax Advisory Services
Texas
$3.65M +$226K +1,844 +7%
AIP
43
Ahrens Investment Partners
Louisiana
$3.54M -$1.61M -13,115 -31%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$3.53M +$256K +2,088 +8%
IF
45
Integrity Financial
Wyoming
$3.41M +$3.41M +27,791 New
Citadel Advisors
46
Citadel Advisors
Florida
$3.33M +$341K +2,786 +11%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$3.17M +$3.17M +25,875 New
Citigroup
48
Citigroup
New York
$2.75M -$1.11M -9,053 -29%
SPIA
49
Steward Partners Investment Advisory
New York
$2.66M -$153K -1,252 -5%
TRCT
50
Tower Research Capital (TRC)
New York
$2.54M +$2.42M +19,742 +1,960%
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