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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

132 hedge funds and large institutions have $604M invested in First Trust US Equity Opportunities ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 57 reducing their positions, and 17 closing their positions.

Holders
132
Holders Change
-2
Holders Change %
-1.49%
% of All Funds
2.71%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
35
Reduced
57
Closed
17
Calls
$83K
Puts
–
Net Calls
+$83K
Net Calls Change
+$83K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$13.1M
2
SPC
2
Sigma Planning Corp
Michigan
$6.72M
3
LFAS
3
Level Four Advisory Services
Texas
$5.22M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$13.3M
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$3.73M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$46.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$142M
3
Ameriprise
3
Ameriprise
Minnesota
$12.4M
4
GSWM
4
Golden State Wealth Management
California
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
NAM
51
NTV Asset Management
West Virginia
$1.12M -$83.7K -999 -7%
CAAS
52
Capital Asset Advisory Services
Michigan
$1.07M +$52.2K +593 +5%
Citigroup
53
Citigroup
New York
$1.05M -$17.9K -214 -2%
Susquehanna International Group
54
Susquehanna International Group
Pennsylvania
$1.02M -$672K -8,014 -40%
PSF
55
Pacific Sun Financial
California
$957K -$23.5K -280 -2%
GC
56
Grace Capital
Massachusetts
$922K +$419K +5,000 +83%
CIBC World Market
57
CIBC World Market
Ontario, Canada
$881K -$44K -525 -5%
AA
58
Ancora Advisors
Ohio
$818K -$92.6K -1,105 -10%
Citadel Advisors
59
Citadel Advisors
Florida
$817K -$1.48M -17,712 -65%
CAGAS
60
Capital Advisory Group Advisory Services
Minnesota
$779K – – –
FAIM
61
Financial Advocates Investment Management
Washington
$771K -$22.1K -264 -3%
RFN
62
RDA Financial Network
Iowa
$690K -$346K -4,128 -33%
CWA
63
Clarus Wealth Advisors
Arizona
$684K -$14.6K -169 -2%
WI
64
Wintrust Investments
Illinois
$613K +$251 +3 +0%
Creative Planning
65
Creative Planning
Kansas
$590K +$590K +7,042 New
IWM
66
IHT Wealth Management
Illinois
$579K +$53.5K +639 +10%
CA
67
Calton & Associates
Florida
$574K +$68K +811 +13%
NWP
68
Northstar Wealth Partners
Connecticut
$573K +$36.6K +437 +7%
CWM
69
Concentrum Wealth Management
California
$559K -$49.9K -596 -8%
SG
70
StoneX Group
New York
$557K +$51.5K +615 +10%
FAAS
71
First Allied Advisory Services
California
$556K +$243K +2,901 +78%
EIA
72
Eldridge Investment Advisors
New Hampshire
$552K -$45.3K -540 -8%
SCA
73
Snowden Capital Advisors
New York
$525K +$168 +2 +0%
DI
74
DFPG Investments
Utah
$516K – – –
EH
75
Equitable Holdings
New York
$511K -$21.6K -257 -4%
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