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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

89 hedge funds and large institutions have $370M invested in First Trust US Equity Opportunities ETF in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 15 reducing their positions, and 8 closing their positions.

Holders
89
Holders Change
+7
Holders Change %
+8.54%
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
44
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citigroup
1
Citigroup
New York
$64.2M
2
Wells Fargo
2
Wells Fargo
California
$35.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$69.6M
4
BTS
4
BB&T Securities
Virginia
$9.01M
5
Bank of America
5
Bank of America
North Carolina
$29.7M

Top Sellers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$1.61M
2
UBS Group
2
UBS Group
Switzerland
$23.7M
3
RWM
3
Rezny Wealth Management
Florida
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$733K
5
CPIG
5
Chicago Partners Investment Group
Illinois
$329K
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
51
M&T Bank
New York
$516K – – –
SWP
52
Stratos Wealth Partners
Ohio
$476K +$186K +3,110 +64%
FWM
53
Frontier Wealth Management
Missouri
$460K +$460K +7,705 New
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$453K +$6.51K +109 +1%
CCA
55
Catalyst Capital Advisors
New York
$440K – – –
CIBC World Market
56
CIBC World Market
Ontario, Canada
$430K +$110K +1,848 +34%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$369K +$106K +1,775 +40%
BFEC
58
Benjamin F. Edwards & Company
Missouri
$360K +$15.8K +264 +5%
AP
59
Appleton Partners
Massachusetts
$343K – – –
CPIG
60
Chicago Partners Investment Group
Illinois
$329K -$1.06M -18,891 -76%
NPC
61
National Planning Corporation
California
$321K -$176K -2,958 -35%
NFG
62
Nations Financial Group
Iowa
$286K +$286K +4,789 New
SI
63
SII Investments
Wisconsin
$276K +$276K +4,640 New
WA
64
WFG Advisors
Texas
$265K +$6.43K +108 +2%
WS
65
Wedbush Securities
California
$254K +$254K +4,260 New
GT
66
Glenmede Trust
Pennsylvania
$133K – – –
GWM
67
Geneos Wealth Management
Colorado
$79K – – –
Manulife (Manufacturers Life Insurance)
68
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$70K -$359 -6 -0.5%
Creative Planning
69
Creative Planning
Kansas
$69K -$3.61K -60 -5%
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$56K +$39.8K +671 +246%
NA
71
NewEdge Advisors
Louisiana
$49.3K +$49.3K +831 New
WEC
72
Winslow Evans & Crocker
Massachusetts
$44.8K – – –
GRP
73
Global Retirement Partners
California
$40K +$60 +1 +0.2%
PG
74
Patten Group
Tennessee
$36K +$11.5K +190 +47%
WTB
75
Washington Trust Bank
Washington
$33K +$33K +555 New
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