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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

68 hedge funds and large institutions have $151M invested in First Trust US Equity Opportunities ETF in 2014 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 12 closing their positions.

Holders
68
Holders Change
+5
Holders Change %
+7.94%
% of All Funds
1.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
23
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$13.4M
2
LWA
2
Lowe Wealth Advisors
Maryland
$3.79M
3
CPIG
3
Chicago Partners Investment Group
Illinois
$2.71M
4
Morgan Stanley
4
Morgan Stanley
New York
$37.2M
5
CS
5
Credit Suisse
Switzerland
$775K

Top Sellers

1
Comerica Bank
1
Comerica Bank
Texas
$772K
2
SMM
2
Stadion Money Management
Georgia
$0
3
Jane Street
3
Jane Street
New York
$0
4
Wells Fargo
4
Wells Fargo
California
$15.1M
5
Bank of America
5
Bank of America
North Carolina
$16.8M
Name Market Value Shares Shares
Change 		Shares
Change %
MM
51
Midas Management
New York
$146K 2,900 +2,900 New
GT
52
Glenmede Trust
Pennsylvania
$116K 2,325 +2,325 New
PAI
53
Pittenger & Anderson Inc
Nebraska
$84K 1,675 +1,000 +148%
NFG
54
Next Financial Group
Texas
$53K 1,050 +625 +147%
CLOS
55
Compagnie Lombard Odier SCmA
Switzerland
$40K 800 – –
MCM
56
Manchester Capital Management
Vermont
$40K 800 +800 New
Creative Planning
57
Creative Planning
Kansas
$37K 738 -215 -23%
WEC
58
Winslow Evans & Crocker
Massachusetts
$30.1K 600 -50 -8%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$30K 612 – –
HI
60
Hudock Inc
Pennsylvania
$25K 500 – –
BRWM
61
B. Riley Wealth Management
Tennessee
$13K 268 – –
Fifth Third Bancorp
62
Fifth Third Bancorp
Ohio
$10K 190 +190 New
FANJ
63
Financial Architects (New Jersey)
New Jersey
$6K 125 +25 +25%
CAL
64
Capital Analysts LLC
Pennsylvania
$5.03K 100 – –
MWP
65
MYCIO Wealth Partners
Pennsylvania
$4K 75 +75 New
BRWA
66
B. Riley Wealth Advisors
Florida
$2.91K 16,389 +6,365 +63%
Manulife (Manufacturers Life Insurance)
67
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$24 478 +478 New
SMM
68
Stadion Money Management
Georgia
– – -194,056 Closed
Jane Street
69
Jane Street
New York
– – -69,286 Closed
CS
70
Comerica Securities
Michigan
– – -26,333 Closed
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
– – -25,990 Closed
VF
72
Virtu Financial
New York
– – -22,186 Closed
SG Americas Securities
73
SG Americas Securities
New York
– – -14,229 Closed
VKH
74
Virtu KCG Holdings
New York
– – -7,899 Closed
EWM
75
Elite Wealth Management
Washington
– – -1,300 Closed
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