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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

135 hedge funds and large institutions have $538M invested in First Trust US Equity Opportunities ETF in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 40 reducing their positions, and 16 closing their positions.

Holders
135
Holders Change
+4
Holders Change %
+3.05%
% of All Funds
2.97%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
57
Reduced
40
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$56.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$88.6M
3
Bank of America
3
Bank of America
North Carolina
$68.5M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$3.88M
5
IA
5
IFG Advisory
Georgia
$3.03M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$48.5M
2
SWM
2
Sequoia Wealth Management
Illinois
$0
3
BCM
3
Barometer Capital Management
Ontario, Canada
$0
4
Jane Street
4
Jane Street
New York
$1.57M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$4.97M
Name Market Value Shares Shares
Change 		Shares
Change %
NWP
76
Northstar Wealth Partners
Connecticut
$465K 6,138 +415 +7%
DI
77
DFPG Investments
Utah
$454K 6,142 -722 -11%
FHC
78
First Heartland Consultants
Missouri
$454K 5,985 +5,985 New
AIC
79
Ameritas Investment Company
Nebraska
$428K 5,533 +5,533 New
SG
80
StoneX Group
New York
$414K 5,460 +1,758 +47%
CA
81
Calton & Associates
Florida
$409K 5,394 +5,394 New
Fidelity Investments
82
Fidelity Investments
Massachusetts
$405K 5,343 -513 -9%
FAIM
83
Financial Advocates Investment Management
Washington
$403K 5,316 +5,316 New
PA
84
PFG Advisors
Arizona
$384K 5,146 -170 -3%
AP
85
Appleton Partners
Massachusetts
$381K 5,025 -600 -11%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$347K 2,719 – –
TWM
87
Titus Wealth Management
California
$329K 4,342 -198 -4%
PWMG
88
Prestige Wealth Management Group
New Jersey
$323K 4,256 +177 +4%
KWM
89
Kingsview Wealth Management
Oregon
$304K 4,015 +4,015 New
IC
90
InterOcean Capital
Illinois
$295K 3,890 +1,290 +50%
MIH
91
Meitav Investment House
Israel
$291K 3,810 +3,810 New
OIA
92
OneDigital Investment Advisors
Kansas
$290K 3,824 -131 -3%
ASN
93
Advisory Services Network
Georgia
$287K 3,689 – –
WIA
94
World Investment Advisors
California
$286K 3,770 +3,770 New
CAAS
95
Capital Asset Advisory Services
Michigan
$275K 3,622 +3,622 New
SCM
96
Smith Capital Management
Arkansas
$270K 3,558 – –
NL
97
NWAM LLC
Washington
$270K 3,558 +849 +31%
AWA
98
Acorn Wealth Advisors
Michigan
$268K 3,453 +495 +17%
BRC
99
Bell Rock Capital
Delaware
$262K 3,456 +54 +2%
PFA
100
Pinnacle Family Advisors
Missouri
$247K 3,255 -2,475 -43%
2 3
4
5 6