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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

171 hedge funds and large institutions have $1.06B invested in First Trust US Equity Opportunities ETF in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 9 closing their positions.

Holders
171
Holders Change
+26
Holders Change %
+17.93%
% of All Funds
3.03%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
38
Increased
57
Reduced
49
Closed
9
Calls
$11K
Puts
$59K
Net Calls
-$48K
Net Calls Change
-$48K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$231M
2
LPL Financial
2
LPL Financial
California
$83.5M
3
PFS
3
Prospera Financial Services
Texas
$5.43M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$25.6M
5
AI
5
Atria Investments
North Carolina
$3.8M

Top Sellers

1
AIP
1
Almanack Investment Partners
Pennsylvania
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$20.1M
3
WS
3
Wedbush Securities
California
$1.09M
4
TC
4
Trilogy Capital
California
$7.89M
5
APA
5
American Portfolios Advisors
New York
$209K
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
76
Citigroup
New York
$1.1M 9,275 -196 -2%
WS
77
Wedbush Securities
California
$1.09M 9,182 -22,346 -71%
CA
78
Calton & Associates
Florida
$1M 8,476 +1,626 +24%
EH
79
Equitable Holdings
New York
$958K 8,095 +1,894 +31%
SWP
80
Stratos Wealth Partners
Ohio
$941K 7,951 +3,334 +72%
CWM
81
Concentrum Wealth Management
California
$934K 7,892 +1,215 +18%
CWA
82
Clarus Wealth Advisors
Arizona
$924K 7,407 -282 -4%
RFN
83
RDA Financial Network
Iowa
$888K 7,507 -692 -8%
ICG
84
InterOcean Capital Group
Tennessee
$879K 7,428 +7,428 New
IWA
85
Intercontinental Wealth Advisors
Texas
$866K 7,320 +1,620 +28%
EIA
86
Eldridge Investment Advisors
New Hampshire
$813K 6,873 +421 +7%
DI
87
DFPG Investments
Utah
$732K 5,937 -19 -0.3%
FAIM
88
Financial Advocates Investment Management
Washington
$688K 5,814 -2,256 -28%
ASN
89
Advisory Services Network
Georgia
$667K 5,635 -88 -2%
SCA
90
Snowden Capital Advisors
New York
$646K 5,462 +121 +2%
Mercer Global Advisors
91
Mercer Global Advisors
Colorado
$630K 5,322 -405 -7%
MSAM
92
Moloney Securities Asset Management
Missouri
$629K 5,316 +1,151 +28%
Creative Planning
93
Creative Planning
Kansas
$614K 5,186 +3 +0.1%
IWM
94
IHT Wealth Management
Illinois
$566K 4,780 -416 -8%
MFG
95
Menard Financial Group
Texas
$560K 4,731 – –
BRWA
96
B. Riley Wealth Advisors
Florida
$541K 4,571 -377 -8%
PA
97
PFG Advisors
Arizona
$516K 4,361 -30 -0.7%
SG
98
StoneX Group
New York
$513K 4,332 -118 -3%
CIA
99
Cascade Investment Advisors
Oregon
$509K 4,302 +2,700 +169%
WIA
100
World Investment Advisors
California
$504K 3,710 – –
2 3
4
5 6