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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

151 hedge funds and large institutions have $304M invested in First Trust US Equity Opportunities ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 75 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
-11
Holders Change %
-6.79%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
18
Reduced
75
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.86M
2
SEIA
2
Signature Estate & Investment Advisors
California
$1.32M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.81M
4
Jane Street
4
Jane Street
New York
$927K
5
IA
5
IFG Advisory
Georgia
$662K

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$0
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$0
3
SAG
3
SageView Advisory Group
California
$0
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$3.27M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
26
Cottonwood Capital Advisors
Utah
$2.37M -$33.5K -393 -1%
WWM
27
Western Wealth Management
Colorado
$2.35M -$41.8K -421 -2%
PAG
28
Private Advisor Group
New Jersey
$2.1M -$93.5K -941 -4%
KAS
29
Kestra Advisory Services
Texas
$2.04M -$646K -7,631 -24%
CPIG
30
Chicago Partners Investment Group
Illinois
$1.93M -$19K -193 -1%
OBWG
31
Onyx Bridge Wealth Group
New York
$1.7M -$83.4K -840 -5%
FIM
32
Fernwood Investment Management
Massachusetts
$1.59M – – –
CA
33
Calton & Associates
Florida
$1.37M -$141K -1,421 -9%
SEIA
34
Signature Estate & Investment Advisors
California
$1.32M +$1.32M +13,322 New
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$1.32M +$197K +1,985 +18%
NA
36
NewEdge Advisors
Louisiana
$1.27M -$129K -1,300 -9%
SWAG
37
Spectrum Wealth Advisory Group
California
$1.23M – – –
Mariner
38
Mariner
Kansas
$1.22M -$211K -2,128 -15%
AI
39
Atria Investments
North Carolina
$1.18M +$8.34K +84 +0.7%
SPIA
40
Steward Partners Investment Advisory
New York
$1.14M +$5.76K +58 +0.5%
Stifel Financial
41
Stifel Financial
Missouri
$1M -$630K -6,344 -39%
KDA
42
Kraft Davis & Associates
Missouri
$994K -$273K -2,736 -22%
Jane Street
43
Jane Street
New York
$927K +$737K +7,423 +389%
PSF
44
Pacific Sun Financial
California
$872K -$15.9K -160 -2%
HGERS
45
Householder Group Estate & Retirement Specialist
Arizona
$840K -$115K -1,154 -12%
PWA
46
PCG Wealth Advisors
Kansas
$815K -$2.09K -21 -0.3%
AA
47
Ancora Advisors
Ohio
$804K -$20.9K -210 -3%
CWA
48
Clarus Wealth Advisors
Arizona
$737K -$39.5K -393 -5%
Creative Planning
49
Creative Planning
Kansas
$703K +$293K +2,954 +72%
IWM
50
IHT Wealth Management
Illinois
$668K -$32K -322 -5%
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