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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

166 hedge funds and large institutions have $402M invested in First Trust US Equity Opportunities ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 24 increasing their positions, 79 reducing their positions, and 9 closing their positions.

Holders
166
Holders Change
+14
Holders Change %
+9.21%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
24
Reduced
79
Closed
9
Calls
$115K
Puts
$86K
Net Calls
+$29K
Net Calls Change
+$29K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$122M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$6.37M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.55M
4
CCP
4
Cassia Capital Partners
North Carolina
$6.16M
5
CA
5
Calton & Associates
Florida
$1.51M

Top Sellers

1
EFG
1
Ethos Financial Group
Pennsylvania
$0
2
IAIM
2
International Assets Investment Management
Florida
$0
3
GM
3
GeoWealth Management
Illinois
$0
4
TWM
4
TMD Wealth Management
Arizona
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$6.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
26
Prospera Financial Services
Texas
$3.57M -$34.7K -362 -1%
HI
27
Harbour Investments
Wisconsin
$3.11M -$61.9K -646 -2%
KAS
28
Kestra Advisory Services
Texas
$2.92M -$282K -2,945 -9%
CA
29
Cetera Advisors
Colorado
$2.9M -$367K -3,831 -11%
WWM
30
Western Wealth Management
Colorado
$2.33M -$67.6K -705 -3%
PAG
31
Private Advisor Group
New Jersey
$2.21M +$190K +1,979 +9%
AA
32
Advisory Alpha
Michigan
$2.16M -$81.4K -849 -4%
CAN
33
Cetera Advisor Networks
California
$2.16M +$12K +125 +0.6%
OBWG
34
Onyx Bridge Wealth Group
New York
$1.92M -$590K -6,152 -23%
CPIG
35
Chicago Partners Investment Group
Illinois
$1.75M -$128K -1,372 -7%
AWM
36
AE Wealth Management
Kansas
$1.61M -$661K -7,014 -29%
Stifel Financial
37
Stifel Financial
Missouri
$1.51M -$1.35M -14,097 -47%
FIM
38
Fernwood Investment Management
Massachusetts
$1.51M +$8.73K +91 +0.6%
Mariner
39
Mariner
Kansas
$1.51M +$264K +2,756 +21%
CA
40
Calton & Associates
Florida
$1.51M +$1.51M +15,698 New
NA
41
NewEdge Advisors
Louisiana
$1.48M -$24.5K -257 -2%
CBFP
42
Cedar Brook Financial Partners
Ohio
$1.33M -$578K -6,196 -30%
KDA
43
Kraft Davis & Associates
Missouri
$1.28M -$429K -4,548 -25%
AAS
44
Avantax Advisory Services
Texas
$1.21M -$97.5K -1,017 -7%
AI
45
Atria Investments
North Carolina
$1.2M +$23.9K +249 +2%
SWAG
46
Spectrum Wealth Advisory Group
California
$1.18M -$28.6K -298 -2%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$1.1M -$1.03M -10,717 -48%
SPIA
48
Steward Partners Investment Advisory
New York
$1.06M -$122K -1,277 -10%
HGERS
49
Householder Group Estate & Retirement Specialist
Arizona
$954K -$106K -1,109 -10%
IAS
50
Insigneo Advisory Services
Florida
$905K -$25.3K -264 -3%
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