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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

196 hedge funds and large institutions have $1.12B invested in First Trust US Equity Opportunities ETF in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 75 increasing their positions, 60 reducing their positions, and 19 closing their positions.

Holders
196
Holders Change
–
Holders Change %
0%
% of All Funds
3.42%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
20
Increased
75
Reduced
60
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$46.7M
2
Goldman Sachs
2
Goldman Sachs
New York
$8.06M
3
Ameriprise
3
Ameriprise
Minnesota
$21.9M
4
CA
4
Cetera Advisors
Colorado
$5.37M
5
AAS
5
Avantax Advisory Services
Texas
$3.38M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$222M
2
LCWP
2
Legacy Capital Wealth Partners
Arkansas
$242K
3
Wells Fargo
3
Wells Fargo
California
$64.3M
4
TC
4
Trilogy Capital
California
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFEC
76
Benjamin F. Edwards & Company
Missouri
$1.11M -$2.07M -16,243 -65%
EH
77
Equitable Holdings
New York
$1.07M +$25.5K +200 +2%
SWM
78
Spire Wealth Management
Virginia
$1.04M +$174K +1,365 +20%
CWM
79
Concentrum Wealth Management
California
$1.03M – – –
MSAM
80
Moloney Securities Asset Management
Missouri
$1.03M +$189K +1,485 +23%
IWA
81
Intercontinental Wealth Advisors
Texas
$1.02M +$55.4K +435 +6%
ICG
82
InterOcean Capital Group
Tennessee
$947K – – –
RFN
83
RDA Financial Network
Iowa
$940K +$2.17K +17 +0.2%
WI
84
Wintrust Investments
Illinois
$851K +$38.8K +304 +5%
TWM
85
Triton Wealth Management
Arizona
$831K -$1.97M -15,417 -70%
AIP
86
Almanack Investment Partners
Pennsylvania
$828K +$572K +4,488 +224%
ASN
87
Advisory Services Network
Georgia
$826K -$36.3K -285 -4%
IF
88
Intrua Financial
Texas
$801K -$46.7K -366 -6%
CWA
89
Clarus Wealth Advisors
Arizona
$769K +$38.5K +304 +5%
Creative Planning
90
Creative Planning
Kansas
$750K +$30.6K +240 +4%
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$747K +$594K +4,660 +388%
PWM
92
Purus Wealth Management
California
$747K +$747K +5,863 New
DI
93
DFPG Investments
Utah
$726K – – –
SCA
94
Snowden Capital Advisors
New York
$698K +$3.7K +29 +0.5%
CIA
95
Cascade Investment Advisors
Oregon
$694K +$27K +212 +4%
CAAS
96
Capital Asset Advisory Services
Michigan
$673K -$524K -4,113 -44%
IWM
97
IHT Wealth Management
Illinois
$627K -$60.8K -477 -9%
MFG
98
Menard Financial Group
Texas
$603K – – –
Mercer Global Advisors
99
Mercer Global Advisors
Colorado
$581K +$765 +6 +0.1%
OC
100
Oppenheimer & Co
New York
$575K -$1.17M -9,197 -67%
2 3
4
5 6