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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

132 hedge funds and large institutions have $604M invested in First Trust US Equity Opportunities ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
-2
Holders Change %
-1.49%
% of All Funds
2.71%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
35
Reduced
57
Closed
17
Calls
$83K
Puts
–
Net Calls
+$83K
Net Calls Change
+$83K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$13.1M
2
SPC
2
Sigma Planning Corp
Michigan
$6.72M
3
LFAS
3
Level Four Advisory Services
Texas
$5.22M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$13.3M
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$3.73M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$46.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$142M
3
Ameriprise
3
Ameriprise
Minnesota
$12.4M
4
GSWM
4
Golden State Wealth Management
California
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$495K -$30.1K -360 -6%
M&T Bank
77
M&T Bank
New York
$467K -$103K -1,233 -18%
ASN
78
Advisory Services Network
Georgia
$445K -$3.94K -47 -0.9%
BRWA
79
B. Riley Wealth Advisors
Florida
$434K -$58.7K -699 -12%
PA
80
PFG Advisors
Arizona
$395K -$2.93K -33 -0.7%
MSAM
81
Moloney Securities Asset Management
Missouri
$388K +$13K +155 +3%
CFGS
82
Concourse Financial Group Securities
Alabama
$387K -$60.4K -722 -14%
SWP
83
Stratos Wealth Partners
Ohio
$384K +$7.88K +94 +2%
IF
84
Intrua Financial
Texas
$358K +$358K +3,963 New
IWA
85
Intercontinental Wealth Advisors
Texas
$357K +$357K +4,260 New
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$347K – – –
TWM
87
Titus Wealth Management
California
$333K – – –
WIA
88
World Investment Advisors
California
$331K -$892 -10 -0.3%
IC
89
InterOcean Capital
Illinois
$326K – – –
AP
90
Appleton Partners
Massachusetts
$322K -$99.4K -1,185 -24%
SCM
91
Smith Capital Management
Arkansas
$311K +$12.6K +150 +4%
OIA
92
OneDigital Investment Advisors
Kansas
$253K -$23.8K -284 -9%
PPA
93
Parametric Portfolio Associates
Washington
$250K +$250K +2,984 New
BRWM
94
B. Riley Wealth Management
Tennessee
$243K +$243K +2,900 New
RJT
95
Raymond James Trust
Florida
$243K +$243K +2,905 New
GWM
96
Geneos Wealth Management
Colorado
$238K +$8.24K +100 +4%
HighTower Advisors
97
HighTower Advisors
Illinois
$222K -$265K -3,183 -54%
IWC
98
Integrated Wealth Concepts
Massachusetts
$219K -$532K -6,350 -71%
FHC
99
First Heartland Consultants
Missouri
$216K +$216K +2,578 New
RA
100
RFG Advisory
Alabama
$212K +$212K +2,530 New
2 3
4
5 6