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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

151 hedge funds and large institutions have $304M invested in First Trust US Equity Opportunities ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 75 reducing their positions, and 20 closing their positions.

Holders
151
Holders Change
-11
Holders Change %
-6.79%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
18
Reduced
75
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.86M
2
SEIA
2
Signature Estate & Investment Advisors
California
$1.32M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.81M
4
Jane Street
4
Jane Street
New York
$927K
5
IA
5
IFG Advisory
Georgia
$662K

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$0
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$0
3
SAG
3
SageView Advisory Group
California
$0
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$3.27M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
76
Advisory Alpha
Michigan
$393K -$1.49M -14,952 -79%
RA
77
RFG Advisory
Alabama
$377K +$16.7K +168 +5%
BAWC
78
Boyce & Associates Wealth Consulting
Texas
$354K – – –
CAM
79
Cresset Asset Management
Illinois
$354K +$18K +181 +5%
AWM
80
Accel Wealth Management
Iowa
$349K -$67.4K -678 -16%
BRWA
81
B. Riley Wealth Advisors
Florida
$342K -$144K -1,453 -30%
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$341K -$10.4K -105 -3%
CIBC World Market
83
CIBC World Market
Ontario, Canada
$334K -$28.3K -285 -8%
LT
84
Legacy Trust
Michigan
$331K – – –
AAS
85
Ameritas Advisory Services
Nebraska
$308K +$308K +3,100 New
PG
86
Patten Group
Tennessee
$307K +$2.38K +24 +0.8%
AOG
87
Alpha Omega Group
Virginia
$293K +$795 +8 +0.3%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$285K -$166K -1,667 -37%
SMC
89
Smith, Moore & Co
Missouri
$281K – – –
AF
90
Allworth Financial
California
$275K -$8.51K -85 -3%
AI
91
Accredited Investors
Minnesota
$263K – – –
WS
92
Wedbush Securities
California
$263K -$28.6K -288 -10%
FCM
93
Family Capital Management
Michigan
$252K – – –
IF
94
Intrua Financial
Texas
$242K -$19.9K -200 -8%
SG
95
StoneX Group
New York
$240K -$13.5K -136 -5%
MCC
96
Money Concepts Capital
Florida
$238K -$19.9K -200 -8%
AWM
97
AE Wealth Management
Kansas
$231K -$27.1K -273 -11%
WAG
98
Wiser Advisor Group
Arizona
$230K -$5.26K -53 -2%
OC
99
Oppenheimer & Co
New York
$227K -$15.7K -158 -6%
SCA
100
Snowden Capital Advisors
New York
$220K -$31.9K -321 -13%
2 3
4
5 6