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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

196 hedge funds and large institutions have $1.07B invested in First Trust US Equity Opportunities ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 78 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+25
Holders Change %
+14.62%
% of All Funds
3.45%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
41
Increased
78
Reduced
46
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$71.6M
2
LPL Financial
2
LPL Financial
California
$90.1M
3
SAM
3
Secure Asset Management
Michigan
$4.38M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$6.14M
5
TCWA
5
Ten Capital Wealth Advisors
Washington
$26.9M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$244K
2
SS
2
Simplicity Solutions
Minnesota
$0
3
MCC
3
Money Concepts Capital
Florida
$10.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$228M
5
KAS
5
Kestra Advisory Services
Texas
$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWG
76
Altus Wealth Group
Colorado
$1.23M +$110K +913 +10%
AA
77
Ancora Advisors
Ohio
$1.17M -$69.9K -587 -6%
CA
78
Calton & Associates
Florida
$1.17M +$156K +1,307 +15%
CAAS
79
Capital Asset Advisory Services
Michigan
$1.12M -$205K -1,717 -15%
CAGAS
80
Capital Advisory Group Advisory Services
Minnesota
$1.11M +$6.91K +58 +0.6%
SWP
81
Stratos Wealth Partners
Ohio
$1.01M +$62.4K +524 +7%
EH
82
Equitable Holdings
New York
$976K +$11.9K +100 +1%
CWM
83
Concentrum Wealth Management
California
$964K +$23.8K +200 +3%
LS
84
Leelyn Smith
Illinois
$936K +$916K +7,689 +4,577%
IWA
85
Intercontinental Wealth Advisors
Texas
$901K +$28.6K +240 +3%
ICG
86
InterOcean Capital Group
Tennessee
$885K – – –
RFN
87
RDA Financial Network
Iowa
$877K -$17.9K -150 -2%
IF
88
Intrua Financial
Texas
$844K +$489K +3,851 +138%
EIA
89
Eldridge Investment Advisors
New Hampshire
$821K +$2.15K +18 +0.3%
SWM
90
Spire Wealth Management
Virginia
$812K +$812K +6,814 New
ASN
91
Advisory Services Network
Georgia
$806K +$135K +1,133 +20%
MSAM
92
Moloney Securities Asset Management
Missouri
$782K +$148K +1,245 +23%
GWM
93
Geneos Wealth Management
Colorado
$775K -$186K -1,500 -19%
Renaissance Technologies
94
Renaissance Technologies
New York
$774K +$774K +6,500 New
WI
95
Wintrust Investments
Illinois
$759K +$759K +6,372 New
CWA
96
Clarus Wealth Advisors
Arizona
$724K -$205K -1,632 -22%
DI
97
DFPG Investments
Utah
$709K -$15.2K -125 -2%
Creative Planning
98
Creative Planning
Kansas
$673K +$54.7K +459 +9%
SCA
99
Snowden Capital Advisors
New York
$649K -$1.67K -14 -0.3%
IWM
100
IHT Wealth Management
Illinois
$643K +$73.6K +618 +13%
2 3
4
5 6