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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

192 hedge funds and large institutions have $721M invested in First Trust US Equity Opportunities ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 90 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
-14
Holders Change %
-6.8%
% of All Funds
3.04%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
19
Increased
44
Reduced
90
Closed
31
Calls
$98K
Puts
–
Net Calls
+$98K
Net Calls Change
+$98K

Top Buyers

1
WA
1
Win Advisors
Florida
$21.3M
2
TWM
2
TMD Wealth Management
Arizona
$13M
3
ACA
3
Ascension Capital Advisors
Texas
$4.85M
4
WWM
4
Western Wealth Management
Colorado
$6.4M
5
Ameriprise
5
Ameriprise
Minnesota
$18.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$134M
2
LPL Financial
2
LPL Financial
California
$65.2M
3
UBS Group
3
UBS Group
Switzerland
$25M
4
TCWA
4
Ten Capital Wealth Advisors
Washington
$9.99M
5
Wells Fargo
5
Wells Fargo
California
$50M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
76
Concentrum Wealth Management
California
$828K -$10.9K -100 -1%
AWM
77
AE Wealth Management
Kansas
$827K +$164K +1,503 +25%
APWA
78
Atlas Private Wealth Advisors
New Jersey
$796K -$1.39M -12,716 -64%
SCA
79
Snowden Capital Advisors
New York
$787K +$16.4K +150 +2%
EH
80
Equitable Holdings
New York
$781K +$36K +330 +5%
RFN
81
RDA Financial Network
Iowa
$769K -$13.8K -126 -2%
CWA
82
Clarus Wealth Advisors
Arizona
$761K +$104K +1,001 +16%
IWA
83
Intercontinental Wealth Advisors
Texas
$757K -$85.1K -780 -10%
ASN
84
Advisory Services Network
Georgia
$709K -$26.4K -242 -4%
ICG
85
InterOcean Capital Group
Tennessee
$697K -$113K -1,038 -14%
IF
86
Intrua Financial
Texas
$691K +$1.09K +10 +0.2%
DI
87
DFPG Investments
Utah
$676K +$69.9K +670 +12%
CIA
88
Cascade Investment Advisors
Oregon
$641K +$15.8K +145 +3%
SWM
89
Spire Wealth Management
Virginia
$633K -$24K -220 -4%
MHWM
90
Montz Harcus Wealth Management
Louisiana
$614K +$327 +3 +0.1%
TWM
91
Triton Wealth Management
Arizona
$607K – – –
MSAM
92
Moloney Securities Asset Management
Missouri
$597K -$30.8K -282 -5%
Citigroup
93
Citigroup
New York
$596K -$1.86M -17,005 -76%
Susquehanna International Group
94
Susquehanna International Group
Pennsylvania
$594K -$2.23M -20,434 -79%
SPC
95
Sigma Planning Corp
Michigan
$559K -$5.28M -48,380 -90%
MHS
96
M Holdings Securities
Oregon
$500K +$500K +4,579 New
Creative Planning
97
Creative Planning
Kansas
$473K -$29.1K -267 -6%
PWM
98
Purus Wealth Management
California
$473K -$12.8K -117 -3%
AI
99
Accredited Investors
Minnesota
$469K +$469K +4,297 New
HighTower Advisors
100
HighTower Advisors
Illinois
$467K +$193K +1,763 +70%
2 3
4
5 6