FPX icon

First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

185 hedge funds and large institutions have $364M invested in First Trust US Equity Opportunities ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 40 increasing their positions, 64 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+23
Holders Change %
+14.2%
% of All Funds
2.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
36
Increased
40
Reduced
64
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$7.31M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.12M
3
Jane Street
3
Jane Street
New York
$2.18M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$7.09M
5
Bank of America
5
Bank of America
North Carolina
$17M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.53M
2
Goldman Sachs
2
Goldman Sachs
New York
$3.43M
3
LPL Financial
3
LPL Financial
California
$33.2M
4
GLA
4
Good Life Advisors
Pennsylvania
$4.72M
5
UBS Group
5
UBS Group
Switzerland
$7.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
26
Western Wealth Management
Colorado
$2.74M -$27K -226 -1%
PWS
27
Proactive Wealth Strategies
Georgia
$2.64M +$350K +2,932 +15%
GSWM
28
Golden State Wealth Management
California
$2.54M +$2.54M +21,282 New
CPIG
29
Chicago Partners Investment Group
Illinois
$2.35M -$730 -6 -0%
Citadel Advisors
30
Citadel Advisors
Florida
$2.23M +$738K +6,172 +49%
AWM
31
AE Wealth Management
Kansas
$2.21M -$1.16M -9,677 -34%
Jane Street
32
Jane Street
New York
$2.18M +$2.18M +18,259 New
PAG
33
Private Advisor Group
New Jersey
$2.04M -$134K -1,125 -6%
LAS
34
Lloyd Advisory Services
Georgia
$1.93M -$9.44K -79 -0.5%
OBWG
35
Onyx Bridge Wealth Group
New York
$1.92M +$1.67K +14 +0.1%
Stifel Financial
36
Stifel Financial
Missouri
$1.88M +$252K +2,104 +15%
Mariner
37
Mariner
Kansas
$1.87M +$280K +2,345 +18%
FIM
38
Fernwood Investment Management
Massachusetts
$1.86M +$5.14K +43 +0.3%
CA
39
Calton & Associates
Florida
$1.63M +$698K +5,842 +75%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$1.53M -$3.12M -26,088 -67%
SWAG
41
Spectrum Wealth Advisory Group
California
$1.44M -$30.5K -255 -2%
AI
42
Atria Investments
North Carolina
$1.4M -$62K -519 -4%
SEIA
43
Signature Estate & Investment Advisors
California
$1.39M -$81K -678 -5%
SPIA
44
Steward Partners Investment Advisory
New York
$1.32M +$1.2K +10 +0.1%
AR
45
Apeiron RIA
Texas
$1.06M +$1.06M +4,343 New
IPW
46
Impact Partnership Wealth
Georgia
$1.05M +$308K +2,574 +42%
NA
47
NewEdge Advisors
Louisiana
$1.03M -$128K -1,075 -11%
PWA
48
PCG Wealth Advisors
Kansas
$970K -$3.94K -33 -0.4%
PSF
49
Pacific Sun Financial
California
$967K -$25.7K -215 -3%
AA
50
Ancora Advisors
Ohio
$934K -$22.5K -188 -2%
1
2
3 4 5