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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

134 hedge funds and large institutions have $469M invested in First Trust US Equity Opportunities ETF in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 54 reducing their positions, and 24 closing their positions.

Holders
134
Holders Change
-9
Holders Change %
-6.29%
% of All Funds
2.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
17
Increased
44
Reduced
54
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$112M
2
TC
2
Trilogy Capital
California
$5.65M
3
GSWM
3
Golden State Wealth Management
California
$3.5M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$7.75M
5
Wells Fargo
5
Wells Fargo
California
$43.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$36.3M
2
M&T Bank
2
M&T Bank
New York
$429K
3
SPC
3
Sigma Planning Corp
Michigan
$587K
4
DAS
4
Dynamic Advisor Solutions
Arizona
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$801K -$317K -5,035 -28%
RFN
52
RDA Financial Network
Iowa
$779K -$205K -3,258 -21%
PSF
53
Pacific Sun Financial
California
$737K +$22.4K +355 +3%
CIBC World Market
54
CIBC World Market
Ontario, Canada
$695K +$58.5K +929 +9%
SAM
55
SignalPoint Asset Management
Missouri
$691K -$202K -3,201 -23%
AA
56
Ancora Advisors
Ohio
$684K -$70K -1,112 -9%
FAIM
57
Financial Advocates Investment Management
Washington
$597K +$135K +2,146 +29%
SPC
58
Sigma Planning Corp
Michigan
$587K -$5.25M -83,343 -90%
CAGAS
59
Capital Advisory Group Advisory Services
Minnesota
$587K -$285K -4,515 -33%
IWC
60
Integrated Wealth Concepts
Massachusetts
$565K +$12.9K +205 +2%
FIM
61
Fernwood Investment Management
Massachusetts
$560K +$560K +8,895 New
CWA
62
Clarus Wealth Advisors
Arizona
$485K +$104K +1,734 +27%
WI
63
Wintrust Investments
Illinois
$461K -$21.3K -338 -4%
CWM
64
Concentrum Wealth Management
California
$458K -$53.7K -852 -10%
EIA
65
Eldridge Investment Advisors
New Hampshire
$449K +$34.2K +543 +8%
Qube Research & Technologies (QRT)
66
Qube Research & Technologies (QRT)
United Kingdom
$446K +$446K +7,083 New
TSS
67
Two Sigma Securities
New York
$435K +$435K +6,897 New
M&T Bank
68
M&T Bank
New York
$429K -$12.3M -195,163 -97%
Fidelity Investments
69
Fidelity Investments
Massachusetts
$418K +$61K +969 +17%
DI
70
DFPG Investments
Utah
$408K +$9.86K +144 +2%
NWP
71
Northstar Wealth Partners
Connecticut
$403K +$4.09K +65 +1%
EH
72
Equitable Holdings
New York
$400K -$126K -2,005 -24%
SCA
73
Snowden Capital Advisors
New York
$395K -$70.1K -1,113 -15%
Mercer Global Advisors
74
Mercer Global Advisors
Colorado
$395K -$34.1K -541 -8%
IWM
75
IHT Wealth Management
Illinois
$395K +$9.25K +147 +2%
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3
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