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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

192 hedge funds and large institutions have $721M invested in First Trust US Equity Opportunities ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 90 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
-14
Holders Change %
-6.8%
% of All Funds
3.04%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
19
Increased
44
Reduced
90
Closed
31
Calls
$98K
Puts
–
Net Calls
+$98K
Net Calls Change
+$98K

Top Buyers

1
WA
1
Win Advisors
Florida
$21.3M
2
TWM
2
TMD Wealth Management
Arizona
$13M
3
ACA
3
Ascension Capital Advisors
Texas
$4.85M
4
WWM
4
Western Wealth Management
Colorado
$6.4M
5
Ameriprise
5
Ameriprise
Minnesota
$18.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$134M
2
LPL Financial
2
LPL Financial
California
$65.2M
3
UBS Group
3
UBS Group
Switzerland
$25M
4
TCWA
4
Ten Capital Wealth Advisors
Washington
$9.99M
5
Wells Fargo
5
Wells Fargo
California
$50M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
51
PFG Advisors
Arizona
$1.51M +$1.31M +15,587 +659%
CWM
52
Cornerstone Wealth Management
Missouri
$1.48M -$46.6K -427 -3%
MCC
53
Money Concepts Capital
Florida
$1.47M +$941K +8,622 +177%
AWM
54
Accel Wealth Management
Iowa
$1.47M -$178K -1,624 -11%
CA
55
Calton & Associates
Florida
$1.38M +$4.91K +45 +0.4%
IA
56
IFG Advisory
Georgia
$1.35M -$53.4K -490 -4%
AIP
57
Ahrens Investment Partners
Louisiana
$1.31M -$1.84M -16,881 -58%
HGERS
58
Householder Group Estate & Retirement Specialist
Arizona
$1.3M +$103K +947 +9%
Citadel Advisors
59
Citadel Advisors
Florida
$1.29M -$1.68M -15,370 -57%
US Bancorp
60
US Bancorp
Minnesota
$1.29M +$78.3K +718 +6%
PSF
61
Pacific Sun Financial
California
$1.26M +$10.9K +100 +0.9%
CIBC World Market
62
CIBC World Market
Ontario, Canada
$1.21M +$19.2K +176 +2%
PPW
63
Pinnacle Private Wealth
Massachusetts
$1.17M +$12K +110 +1%
KA
64
Kovack Advisors
Florida
$1.13M -$870K -7,977 -43%
AWG
65
Altus Wealth Group
Colorado
$1.12M +$30.9K +283 +3%
BFEC
66
Benjamin F. Edwards & Company
Missouri
$1.11M +$275K +2,521 +33%
TRCT
67
Tower Research Capital (TRC)
New York
$1.07M -$1.19M -10,933 -53%
AA
68
Ancora Advisors
Ohio
$1.05M -$55K -504 -5%
IA
69
IFP Advisors
Florida
$1.01M +$917K +20,245 +958%
SWP
70
Stratos Wealth Partners
Ohio
$989K -$18.4K -169 -2%
NAM
71
NTV Asset Management
West Virginia
$976K – – –
QPW
72
Quantum Private Wealth
Florida
$963K – – –
CAGAS
73
Capital Advisory Group Advisory Services
Minnesota
$956K -$98.3K -901 -9%
BRWA
74
B. Riley Wealth Advisors
Florida
$947K -$51.8K -475 -5%
IWM
75
IHT Wealth Management
Illinois
$909K +$379K +3,477 +72%
1 2
3
4 5