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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

206 hedge funds and large institutions have $981M invested in First Trust US Equity Opportunities ETF in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 53 increasing their positions, 76 reducing their positions, and 17 closing their positions.

Holders
206
Holders Change
+13
Holders Change %
+6.74%
% of All Funds
3.18%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
33
Increased
53
Reduced
76
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$70.4M
2
CCP
2
Cassia Capital Partners
North Carolina
$6.47M
3
AOG
3
Alpha Omega Group
Virginia
$8.68M
4
LPL Financial
4
LPL Financial
California
$96.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.17M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$5.83M
2
AIP
2
Almanack Investment Partners
Pennsylvania
$269K
3
UBS Group
3
UBS Group
Switzerland
$47.6M
4
AWM
4
AE Wealth Management
Kansas
$745K
5
KAS
5
Kestra Advisory Services
Texas
$21.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAGAS
76
Capital Advisory Group Advisory Services
Minnesota
$1.18M -$1.96K -16 -0.2%
GM
77
GeoWealth Management
Illinois
$1.14M +$312K +2,550 +38%
SWP
78
Stratos Wealth Partners
Ohio
$1.13M +$29.9K +244 +3%
BRWA
79
B. Riley Wealth Advisors
Florida
$1.12M -$58.2K -475 -5%
NAM
80
NTV Asset Management
West Virginia
$1.1M -$64.3K -525 -6%
QPW
81
Quantum Private Wealth
Florida
$1.08M +$1.08M +8,831 New
NWMG
82
National Wealth Management Group
Ohio
$979K +$979K +7,989 New
IWA
83
Intercontinental Wealth Advisors
Texas
$946K – – –
CWM
84
Concentrum Wealth Management
California
$942K -$24.5K -200 -3%
BFEC
85
Benjamin F. Edwards & Company
Missouri
$936K -$78.4K -640 -8%
Jane Street
86
Jane Street
New York
$927K +$673K +5,496 +266%
ICG
87
InterOcean Capital Group
Tennessee
$910K – – –
RFN
88
RDA Financial Network
Iowa
$879K +$12.1K +99 +1%
SCA
89
Snowden Capital Advisors
New York
$865K +$164K +1,340 +23%
EH
90
Equitable Holdings
New York
$837K -$166K -1,355 -17%
ASN
91
Advisory Services Network
Georgia
$826K +$43.7K +357 +6%
IF
92
Intrua Financial
Texas
$775K +$12.2K +100 +2%
AWM
93
AE Wealth Management
Kansas
$745K -$6.22M -50,756 -89%
SWM
94
Spire Wealth Management
Virginia
$738K -$153K -1,246 -17%
CWA
95
Clarus Wealth Advisors
Arizona
$736K +$28.9K +247 +4%
MSAM
96
Moloney Securities Asset Management
Missouri
$705K -$365K -2,983 -34%
CIA
97
Cascade Investment Advisors
Oregon
$702K +$32.7K +267 +5%
MHWM
98
Montz Harcus Wealth Management
Louisiana
$689K +$689K +5,625 New
CAAS
99
Capital Asset Advisory Services
Michigan
$667K +$38.7K +316 +6%
GIA
100
Gladstone Institutional Advisory
Florida
$642K +$27K +220 +4%
2 3
4
5 6