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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

193 hedge funds and large institutions have $995M invested in First Trust US Equity Opportunities ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 65 increasing their positions, 66 reducing their positions, and 13 closing their positions.

Holders
193
Holders Change
-3
Holders Change %
-1.53%
% of All Funds
3.39%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
65
Reduced
66
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIP
1
Almanack Investment Partners
Pennsylvania
$9.55M
2
GLA
2
Good Life Advisors
Pennsylvania
$6.76M
3
Stifel Financial
3
Stifel Financial
Missouri
$12M
4
Citadel Advisors
4
Citadel Advisors
Florida
$3.01M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$22.4M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$7.01M
2
Morgan Stanley
2
Morgan Stanley
New York
$186M
3
UBS Group
3
UBS Group
Switzerland
$57M
4
LFAS
4
Level Four Advisory Services
Texas
$0
5
CCP
5
Cassia Capital Partners
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CBFP
51
Cedar Brook Financial Partners
Ohio
$2.4M +$109K +880 +5%
SWAG
52
Spectrum Wealth Advisory Group
California
$2.38M +$12.8K +104 +0.5%
ACA
53
Ascension Capital Advisors
Texas
$2.37M +$58K +470 +3%
IA
54
IFG Advisory
Georgia
$2.08M -$39.1K -317 -2%
AI
55
Atria Investments
North Carolina
$1.99M -$36.8K -298 -2%
EIA
56
Eldridge Investment Advisors
New Hampshire
$1.98M -$168K -1,361 -8%
CAS
57
Cascadia Advisory Services
Oregon
$1.91M -$50.4K -408 -3%
MAFM
58
Mid Atlantic Financial Management
Pennsylvania
$1.9M +$304K +2,463 +19%
WS
59
Wedbush Securities
California
$1.84M -$75.4K -611 -4%
CWM
60
Cornerstone Wealth Management
Missouri
$1.83M -$116K -943 -6%
FIM
61
Fernwood Investment Management
Massachusetts
$1.81M +$3.21K +26 +0.2%
AWM
62
Accel Wealth Management
Iowa
$1.57M +$161K +1,305 +11%
MIAN
63
Mariner Independent Advisor Network
Kansas
$1.53M -$55.2K -447 -3%
CA
64
Calton & Associates
Florida
$1.48M +$47.1K +382 +3%
GC
65
Grace Capital
Massachusetts
$1.44M – – –
PSF
66
Pacific Sun Financial
California
$1.4M +$1.4M +11,365 New
US Bancorp
67
US Bancorp
Minnesota
$1.36M +$1.24M +10,013 +1,029%
CIBC World Market
68
CIBC World Market
Ontario, Canada
$1.34M -$3.95K -32 -0.3%
AWG
69
Altus Wealth Group
Colorado
$1.25M +$987 +8 +0.1%
AA
70
Ancora Advisors
Ohio
$1.22M -$17.3K -140 -1%
CAGAS
71
Capital Advisory Group Advisory Services
Minnesota
$1.2M -$15.3K -124 -1%
BRWA
72
B. Riley Wealth Advisors
Florida
$1.19M +$14.2K +115 +1%
NAM
73
NTV Asset Management
West Virginia
$1.17M -$278K -2,250 -19%
SWP
74
Stratos Wealth Partners
Ohio
$1.11M +$24.7K +200 +2%
FAIM
75
Financial Advocates Investment Management
Washington
$1.09M +$692K +5,611 +174%
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