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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

82 hedge funds and large institutions have $245M invested in First Trust US Equity Opportunities ETF in 2015 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 45 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
82
Holders Change
+15
Holders Change %
+22.39%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
21
Increased
45
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$55.7M
2
TCM
2
Tuttle Capital Management
Connecticut
$11.7M
3
UBS Group
3
UBS Group
Switzerland
$24.8M
4
Wells Fargo
4
Wells Fargo
California
$25.7M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$4.64M

Top Sellers

1
CPIG
1
Chicago Partners Investment Group
Illinois
$2.38M
2
CLOS
2
Compagnie Lombard Odier SCmA
Switzerland
$0
3
GHF
3
Good Harbor Financial
Illinois
$1.47M
4
GT
4
Glenmede Trust
Pennsylvania
$0
5
WP
5
WealthPLAN Partners
Nebraska
$84K
Name Holding Trade Value Shares
Change 		Shares
Change %
DADC
51
D.A. Davidson & Co
Montana
$269K +$5.43K +100 +2%
FAAS
52
First Allied Advisory Services
California
$267K +$267K +4,908 New
M&T Bank
53
M&T Bank
New York
$262K – – –
LI
54
LVZ Inc
Michigan
$256K – – –
WA
55
WFG Advisors
Texas
$240K +$32K +585 +15%
MC
56
Moors & Cabot
Massachusetts
$235K +$235K +4,312 New
SWP
57
Stratos Wealth Partners
Ohio
$234K +$234K +4,292 New
SI
58
Sprott Inc
Ontario, Canada
$229K +$229K +4,200 New
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$218K -$30.2K -552 -12%
MM
60
Midas Management
New York
$158K – – –
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$137K +$127K +2,319 +1,221%
WP
62
WealthPLAN Partners
Nebraska
$84K -$65.8K -1,210 -44%
NFG
63
Next Financial Group
Texas
$73K +$16.2K +300 +29%
MAA
64
Managed Account Advisors
New Jersey
$71K +$62.4K +1,142 +727%
FNBT
65
FineMark National Bank & Trust
Florida
$55K +$55K +1,000 New
BCM
66
Brookstone Capital Management
Illinois
$47K +$47K +859 New
MCM
67
Manchester Capital Management
Vermont
$44K – – –
GWA
68
Genesis Wealth Advisors
Massachusetts
$25.9K +$25.9K +475 New
WEC
69
Winslow Evans & Crocker
Massachusetts
$24.5K – – –
PG
70
Patten Group
Tennessee
$24K +$24K +440 New
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$14K +$14K +250 New
FANJ
72
Financial Architects (New Jersey)
New Jersey
$11K +$11K +210 New
GWM
73
Gupta Wealth Management
California
$9K +$9K +170 New
BRWM
74
B. Riley Wealth Management
Tennessee
$7K – – –
CAL
75
Capital Analysts LLC
Pennsylvania
$5.45K – – –
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3
4