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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

206 hedge funds and large institutions have $981M invested in First Trust US Equity Opportunities ETF in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 53 increasing their positions, 76 reducing their positions, and 17 closing their positions.

Holders
206
Holders Change
+13
Holders Change %
+6.74%
% of All Funds
3.18%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
33
Increased
53
Reduced
76
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$70.4M
2
CCP
2
Cassia Capital Partners
North Carolina
$6.47M
3
AOG
3
Alpha Omega Group
Virginia
$8.68M
4
LPL Financial
4
LPL Financial
California
$96.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.17M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$5.83M
2
AIP
2
Almanack Investment Partners
Pennsylvania
$269K
3
UBS Group
3
UBS Group
Switzerland
$47.6M
4
AWM
4
AE Wealth Management
Kansas
$745K
5
KAS
5
Kestra Advisory Services
Texas
$21.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
51
Chicago Partners Investment Group
Illinois
$2.51M -$15.9K -149 -0.6%
APWA
52
Atlas Private Wealth Advisors
New Jersey
$2.45M -$1.01M -8,247 -29%
CBFP
53
Cedar Brook Financial Partners
Ohio
$2.44M +$53.9K +440 +2%
SWAG
54
Spectrum Wealth Advisory Group
California
$2.36M +$367 +3 +0%
ACA
55
Ascension Capital Advisors
Texas
$2.34M -$9.8K -80 -0.4%
MML Investors Services
56
MML Investors Services
Massachusetts
$2.34M -$94.5K -771 -4%
KA
57
Kovack Advisors
Florida
$2.25M -$477K -3,897 -18%
Mariner
58
Mariner
Kansas
$2.07M +$2.07M +16,900 New
AI
59
Atria Investments
North Carolina
$2.02M +$42.8K +349 +2%
NA
60
NewEdge Advisors
Louisiana
$1.9M +$1.9M +15,527 New
AWM
61
Accel Wealth Management
Iowa
$1.84M +$278K +2,266 +18%
WS
62
Wedbush Securities
California
$1.82M +$2.08K +17 +0.1%
FIM
63
Fernwood Investment Management
Massachusetts
$1.81M +$10.9K +89 +0.6%
EIA
64
Eldridge Investment Advisors
New Hampshire
$1.73M -$236K -1,928 -12%
CWM
65
Cornerstone Wealth Management
Missouri
$1.71M -$109K -893 -6%
IA
66
IFG Advisory
Georgia
$1.57M -$493K -4,025 -24%
CA
67
Calton & Associates
Florida
$1.54M +$72K +588 +5%
PSF
68
Pacific Sun Financial
California
$1.4M +$4.9K +40 +0.4%
US Bancorp
69
US Bancorp
Minnesota
$1.36M +$9.31K +76 +0.7%
GC
70
Grace Capital
Massachusetts
$1.35M – – –
CIBC World Market
71
CIBC World Market
Ontario, Canada
$1.34M +$8.21K +67 +0.6%
HGERS
72
Householder Group Estate & Retirement Specialist
Arizona
$1.34M +$1.34M +10,925 New
PPW
73
Pinnacle Private Wealth
Massachusetts
$1.3M +$1.3M +10,636 New
AA
74
Ancora Advisors
Ohio
$1.24M +$33.7K +275 +3%
AWG
75
Altus Wealth Group
Colorado
$1.22M -$16.4K -134 -1%
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3
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