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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

151 hedge funds and large institutions have $304M invested in First Trust US Equity Opportunities ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 75 reducing their positions, and 20 closing their positions.

Holders
151
Holders Change
-11
Holders Change %
-6.79%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
18
Reduced
75
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.86M
2
SEIA
2
Signature Estate & Investment Advisors
California
$1.32M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.81M
4
Jane Street
4
Jane Street
New York
$927K
5
IA
5
IFG Advisory
Georgia
$662K

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$0
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$0
3
SAG
3
SageView Advisory Group
California
$0
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$3.27M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
51
IFG Advisory
Georgia
$662K +$662K +6,668 New
NAM
52
NTV Asset Management
West Virginia
$649K -$29.8K -300 -4%
CWM
53
Concentrum Wealth Management
California
$636K -$19.9K -200 -3%
AAS
54
Avantax Advisory Services
Texas
$634K -$141K -1,422 -18%
CWM
55
Cornerstone Wealth Management
Missouri
$616K -$48.8K -491 -7%
IRC
56
Investors Research Corp
Georgia
$611K +$14.6K +147 +2%
ASN
57
Advisory Services Network
Georgia
$608K -$199 -2 -0%
IAS
58
Insigneo Advisory Services
Florida
$603K -$120K -1,303 -17%
CIA
59
Cascade Investment Advisors
Oregon
$603K +$7.45K +75 +1%
KA
60
Kovack Advisors
Florida
$593K +$593K +5,974 New
PFS
61
Prospera Financial Services
Texas
$568K -$1.39K -14 -0.2%
APWA
62
Atlas Private Wealth Advisors
New Jersey
$555K +$241K +2,427 +77%
RFN
63
RDA Financial Network
Iowa
$552K -$2.78K -28 -0.5%
EH
64
Equitable Holdings
New York
$543K -$47.9K -482 -8%
BFEC
65
Benjamin F. Edwards & Company
Missouri
$539K -$125K -1,254 -19%
IGWM
66
ICA Group Wealth Management
Colorado
$529K – – –
Corient Private Wealth
67
Corient Private Wealth
Florida
$529K – – –
MML Investors Services
68
MML Investors Services
Massachusetts
$519K -$45.8K -461 -8%
Fidelity Investments
69
Fidelity Investments
Massachusetts
$491K -$4.67K -47 -0.9%
IPW
70
Impact Partnership Wealth
Georgia
$470K +$14.8K +149 +3%
CAGAS
71
Capital Advisory Group Advisory Services
Minnesota
$453K -$74.5K -750 -14%
OMC
72
Old Mission Capital
Illinois
$440K +$440K +4,430 New
JIP
73
Jaffetilchin Investment Partners
Florida
$406K -$1.39K -14 -0.3%
SWP
74
Stratos Wealth Partners
Ohio
$402K -$92K -926 -19%
Focus Partners Wealth
75
Focus Partners Wealth
Massachusetts
$397K +$397K +4,000 New
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3
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