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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

166 hedge funds and large institutions have $402M invested in First Trust US Equity Opportunities ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 24 increasing their positions, 79 reducing their positions, and 9 closing their positions.

Holders
166
Holders Change
+14
Holders Change %
+9.21%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
24
Reduced
79
Closed
9
Calls
$115K
Puts
$86K
Net Calls
+$29K
Net Calls Change
+$29K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$122M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$6.37M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.55M
4
CCP
4
Cassia Capital Partners
North Carolina
$6.16M
5
CA
5
Calton & Associates
Florida
$1.51M

Top Sellers

1
EFG
1
Ethos Financial Group
Pennsylvania
$0
2
IAIM
2
International Assets Investment Management
Florida
$0
3
GM
3
GeoWealth Management
Illinois
$0
4
TWM
4
TMD Wealth Management
Arizona
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$6.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWA
51
PCG Wealth Advisors
Kansas
$895K -$52.2K -544 -6%
PSF
52
Pacific Sun Financial
California
$879K -$41.7K -435 -5%
CWM
53
Cornerstone Wealth Management
Missouri
$863K -$115K -1,198 -12%
WS
54
Wedbush Securities
California
$860K -$21.7K -226 -2%
AA
55
Ancora Advisors
Ohio
$826K -$68.6K -715 -8%
CWA
56
Clarus Wealth Advisors
Arizona
$807K +$807K +8,742 New
Two Sigma Advisers
57
Two Sigma Advisers
New York
$729K +$729K +7,600 New
CWM
58
Concentrum Wealth Management
California
$670K -$19.2K -200 -3%
NAM
59
NTV Asset Management
West Virginia
$664K -$62.2K -649 -9%
IA
60
IFG Advisory
Georgia
$662K -$23.9K -249 -3%
IWM
61
IHT Wealth Management
Illinois
$658K -$29.4K -307 -4%
BFEC
62
Benjamin F. Edwards & Company
Missouri
$650K -$25.7K -268 -4%
EH
63
Equitable Holdings
New York
$643K +$3.93K +41 +0.6%
APWA
64
Atlas Private Wealth Advisors
New Jersey
$634K -$129K -1,341 -17%
ASN
65
Advisory Services Network
Georgia
$632K +$5.08K +53 +0.8%
SWP
66
Stratos Wealth Partners
Ohio
$591K -$5.37K -56 -0.9%
HWP
67
Hibernia Wealth Partners
Louisiana
$590K -$362K -3,778 -38%
DI
68
DFPG Investments
Utah
$589K – – –
Corient Private Wealth
69
Corient Private Wealth
Florida
$587K -$51.8K -540 -8%
KA
70
Kovack Advisors
Florida
$583K +$767 +8 +0.1%
MML Investors Services
71
MML Investors Services
Massachusetts
$577K -$36.8K -384 -6%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$568K -$210K -2,189 -27%
CIA
73
Cascade Investment Advisors
Oregon
$565K +$20.1K +210 +4%
RFN
74
RDA Financial Network
Iowa
$536K -$5.85K -61 -1%
Fidelity Investments
75
Fidelity Investments
Massachusetts
$536K +$206K +2,147 +62%
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3
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