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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

196 hedge funds and large institutions have $1.12B invested in First Trust US Equity Opportunities ETF in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 75 increasing their positions, 60 reducing their positions, and 19 closing their positions.

Holders
196
Holders Change
–
Holders Change %
0%
% of All Funds
3.42%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
20
Increased
75
Reduced
60
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$46.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$8.06M
3
Ameriprise
3
Ameriprise
Minnesota
$21.9M
4
CA
4
Cetera Advisors
Colorado
$5.37M
5
AAS
5
Avantax Advisory Services
Texas
$3.38M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$222M
2
LCWP
2
Legacy Capital Wealth Partners
Arkansas
$242K
3
Wells Fargo
3
Wells Fargo
California
$64.3M
4
TC
4
Trilogy Capital
California
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KA
51
Kovack Advisors
Florida
$2.84M -$930K -7,292 -25%
SPIA
52
Steward Partners Investment Advisory
New York
$2.66M -$504K -3,952 -16%
SWAG
53
Spectrum Wealth Advisory Group
California
$2.45M +$86.6K +679 +4%
ACA
54
Ascension Capital Advisors
Texas
$2.39M +$419K +3,284 +21%
CBFP
55
Cedar Brook Financial Partners
Ohio
$2.37M -$44K -345 -2%
EIA
56
Eldridge Investment Advisors
New Hampshire
$2.22M +$1.34M +10,552 +153%
IA
57
IFG Advisory
Georgia
$2.19M -$3.15M -24,718 -59%
AI
58
Atria Investments
North Carolina
$2.09M -$1.81M -14,216 -46%
Susquehanna International Group
59
Susquehanna International Group
Pennsylvania
$2.02M -$3.6M -28,281 -64%
CAS
60
Cascadia Advisory Services
Oregon
$2.02M -$1.77M -13,890 -47%
CWM
61
Cornerstone Wealth Management
Missouri
$2.01M -$16.4K -129 -0.8%
WS
62
Wedbush Securities
California
$1.97M +$16.1K +126 +0.8%
FIM
63
Fernwood Investment Management
Massachusetts
$1.87M -$128 -1 -0%
MAFM
64
Mid Atlantic Financial Management
Pennsylvania
$1.65M -$42.5K -333 -3%
MIAN
65
Mariner Independent Advisor Network
Kansas
$1.64M +$1.64M +12,874 New
NAM
66
NTV Asset Management
West Virginia
$1.49M -$95.6K -750 -6%
CA
67
Calton & Associates
Florida
$1.48M +$232K +1,821 +19%
AWM
68
Accel Wealth Management
Iowa
$1.46M +$1.34M +10,503 +1,134%
GC
69
Grace Capital
Massachusetts
$1.4M – – –
CIBC World Market
70
CIBC World Market
Ontario, Canada
$1.39M +$4.21K +33 +0.3%
AWG
71
Altus Wealth Group
Colorado
$1.29M -$9.69K -76 -0.7%
AA
72
Ancora Advisors
Ohio
$1.27M +$17.8K +140 +1%
CAGAS
73
Capital Advisory Group Advisory Services
Minnesota
$1.25M +$57.8K +453 +5%
BRWA
74
B. Riley Wealth Advisors
Florida
$1.21M -$165K -1,294 -12%
SWP
75
Stratos Wealth Partners
Ohio
$1.12M +$40.8K +320 +4%
1 2
3
4 5