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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

162 hedge funds and large institutions have $330M invested in First Trust US Equity Opportunities ETF in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 26 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+11
Holders Change %
+7.28%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
26
Increased
26
Reduced
67
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Congress Wealth Management
Massachusetts
$8.68M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$5.18M
3
AWM
3
AE Wealth Management
Kansas
$3.11M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$4.28M
5
Goldman Sachs
5
Goldman Sachs
New York
$5.26M

Top Sellers

1
AAP
1
Arax Advisory Partners
Colorado
$880K
2
LPL Financial
2
LPL Financial
California
$32.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.38M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.16M
5
CCA
5
Cottonwood Capital Advisors
Utah
$259K
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
26
AE Wealth Management
Kansas
$3.11M +$2.85M +25,858 +1,114%
DADC
27
D.A. Davidson & Co
Montana
$2.98M -$529K -4,797 -15%
WWM
28
Western Wealth Management
Colorado
$2.55M -$58.4K -530 -2%
KAS
29
Kestra Advisory Services
Texas
$2.29M -$366K -3,323 -14%
CPIG
30
Chicago Partners Investment Group
Illinois
$2.17M -$44.3K -394 -2%
PWS
31
Proactive Wealth Strategies
Georgia
$2.11M +$2.11M +19,166 New
PAG
32
Private Advisor Group
New Jersey
$2M -$324K -2,939 -14%
LAS
33
Lloyd Advisory Services
Georgia
$1.79M +$1.79M +16,232 New
OBWG
34
Onyx Bridge Wealth Group
New York
$1.77M -$119K -1,076 -6%
FIM
35
Fernwood Investment Management
Massachusetts
$1.71M -$58.4K -530 -3%
Stifel Financial
36
Stifel Financial
Missouri
$1.5M +$387K +3,508 +35%
Mariner
37
Mariner
Kansas
$1.47M +$106K +966 +8%
Citadel Advisors
38
Citadel Advisors
Florida
$1.38M -$4.01M -36,358 -74%
SEIA
39
Signature Estate & Investment Advisors
California
$1.36M -$109K -993 -7%
SWAG
40
Spectrum Wealth Advisory Group
California
$1.35M -$9.48K -86 -0.7%
AI
41
Atria Investments
North Carolina
$1.34M +$39.3K +357 +3%
SPIA
42
Steward Partners Investment Advisory
New York
$1.21M -$52.3K -475 -4%
NA
43
NewEdge Advisors
Louisiana
$1.07M -$337K -3,058 -24%
PSF
44
Pacific Sun Financial
California
$916K -$51.8K -470 -5%
PWA
45
PCG Wealth Advisors
Kansas
$898K -$5.73K -52 -0.6%
AA
46
Ancora Advisors
Ohio
$882K -$10.4K -94 -1%
AAP
47
Arax Advisory Partners
Colorado
$880K -$9.18M -83,287 -91%
CA
48
Calton & Associates
Florida
$857K -$668K -6,065 -44%
CWA
49
Clarus Wealth Advisors
Arizona
$849K +$41.1K +373 +5%
KDA
50
Kraft Davis & Associates
Missouri
$806K -$314K -2,795 -28%
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