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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

134 hedge funds and large institutions have $469M invested in First Trust US Equity Opportunities ETF in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 54 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
-9
Holders Change %
-6.29%
% of All Funds
2.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
17
Increased
44
Reduced
54
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$112M
2
TC
2
Trilogy Capital
California
$5.65M
3
GSWM
3
Golden State Wealth Management
California
$3.5M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$7.75M
5
Wells Fargo
5
Wells Fargo
California
$43.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$36.3M
2
M&T Bank
2
M&T Bank
New York
$429K
3
SPC
3
Sigma Planning Corp
Michigan
$587K
4
DAS
4
Dynamic Advisor Solutions
Arizona
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
76
Calton & Associates
Florida
$380K -$11K -175 -3%
SG
77
StoneX Group
New York
$380K +$32.8K +521 +9%
GC
78
Grace Capital
Massachusetts
$378K +$378K +6,000 New
BRWA
79
B. Riley Wealth Advisors
Florida
$370K -$42.3K -671 -10%
HighTower Advisors
80
HighTower Advisors
Illinois
$367K -$130K -2,079 -26%
FWM
81
Frontier Wealth Management
Missouri
$355K -$28.4K -450 -7%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$347K – – –
ASN
83
Advisory Services Network
Georgia
$338K +$115K +1,830 +52%
CFGS
84
Concourse Financial Group Securities
Alabama
$337K +$151K +2,397 +81%
PA
85
PFG Advisors
Arizona
$317K -$1.44M -20,356 -82%
AP
86
Appleton Partners
Massachusetts
$317K – – –
MIH
87
Meitav Investment House
Israel
$315K +$315K +4,992 New
SWP
88
Stratos Wealth Partners
Ohio
$283K +$2.21K +35 +0.8%
MSAM
89
Moloney Securities Asset Management
Missouri
$282K +$78.7K +1,249 +39%
TWM
90
Titus Wealth Management
California
$250K +$30.1K +479 +14%
IC
91
InterOcean Capital
Illinois
$245K – – –
FAAS
92
First Allied Advisory Services
California
$235K -$49.6K -788 -17%
WIA
93
World Investment Advisors
California
$234K -$3.15K -50 -1%
SCM
94
Smith Capital Management
Arkansas
$224K – – –
NA
95
NewEdge Advisors
Louisiana
$216K -$165K -2,621 -43%
OIA
96
OneDigital Investment Advisors
Kansas
$208K -$55.9K -887 -21%
US Bancorp
97
US Bancorp
Minnesota
$179K +$11.4K +181 +7%
GWM
98
Geneos Wealth Management
Colorado
$172K -$4.32K -70 -2%
WAP
99
Wealthcare Advisory Partners
Pennsylvania
$153K +$3.66K +58 +2%
IA
100
IFP Advisors
Florida
$137K +$103K +1,616 +308%
2 3
4
5 6