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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

192 hedge funds and large institutions have $721M invested in First Trust US Equity Opportunities ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 90 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
-14
Holders Change %
-6.8%
% of All Funds
3.04%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
19
Increased
44
Reduced
90
Closed
31
Calls
$98K
Puts
–
Net Calls
+$98K
Net Calls Change
+$98K

Top Buyers

1
WA
1
Win Advisors
Florida
$21.3M
2
TWM
2
TMD Wealth Management
Arizona
$13M
3
ACA
3
Ascension Capital Advisors
Texas
$4.85M
4
WWM
4
Western Wealth Management
Colorado
$6.4M
5
Ameriprise
5
Ameriprise
Minnesota
$18.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$134M
2
LPL Financial
2
LPL Financial
California
$65.2M
3
UBS Group
3
UBS Group
Switzerland
$25M
4
TCWA
4
Ten Capital Wealth Advisors
Washington
$9.99M
5
Wells Fargo
5
Wells Fargo
California
$50M
Name Holding Trade Value Shares
Change 		Shares
Change %
AAP
26
Arax Advisory Partners
Colorado
$5.62M -$442K -4,048 -7%
PFS
27
Prospera Financial Services
Texas
$5.52M -$12.2K -112 -0.2%
Truist Financial
28
Truist Financial
North Carolina
$5.44M -$561K -5,146 -9%
CA
29
Cetera Advisors
Colorado
$5.35M -$187K -1,710 -3%
ACA
30
Ascension Capital Advisors
Texas
$4.85M +$2.76M +25,340 +133%
BFS
31
Bickling Financial Services
Massachusetts
$4.59M -$107K -984 -2%
CCP
32
Cassia Capital Partners
North Carolina
$4.31M -$1.45M -13,306 -25%
JPMPWA
33
J.P. Morgan Private Wealth Advisors
California
$3.24M -$1.08M -9,881 -25%
IF
34
Integrity Financial
Wyoming
$3.17M +$136K +1,248 +4%
AAS
35
Avantax Advisory Services
Texas
$3.05M -$193K -1,771 -6%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$2.98M -$166K -1,524 -5%
Mariner
37
Mariner
Kansas
$2.96M +$1.12M +10,258 +61%
AI
38
Atria Investments
North Carolina
$2.91M +$1.12M +10,266 +62%
Goldman Sachs
39
Goldman Sachs
New York
$2.64M -$3.77M -34,604 -59%
CAN
40
Cetera Advisor Networks
California
$2.49M -$923K -8,465 -27%
CBFP
41
Cedar Brook Financial Partners
Ohio
$2.22M +$48.8K +447 +2%
PWA
42
PCG Wealth Advisors
Kansas
$2.2M -$1.65M -15,110 -43%
CPIG
43
Chicago Partners Investment Group
Illinois
$2.11M +$82.5K +959 +4%
MML Investors Services
44
MML Investors Services
Massachusetts
$2.06M -$18K -165 -0.9%
SPIA
45
Steward Partners Investment Advisory
New York
$1.8M -$571K -5,237 -24%
SWAG
46
Spectrum Wealth Advisory Group
California
$1.79M -$317K -2,906 -15%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$1.78M -$1.62M -14,882 -48%
NA
48
NewEdge Advisors
Louisiana
$1.7M +$7.53K +69 +0.4%
FIM
49
Fernwood Investment Management
Massachusetts
$1.6M -$10.9K -100 -0.7%
WS
50
Wedbush Securities
California
$1.57M -$55.6K -510 -3%
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