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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

134 hedge funds and large institutions have $469M invested in First Trust US Equity Opportunities ETF in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 54 reducing their positions, and 24 closing their positions.

Holders
134
Holders Change
-9
Holders Change %
-6.29%
% of All Funds
2.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
17
Increased
44
Reduced
54
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$112M
2
TC
2
Trilogy Capital
California
$5.65M
3
GSWM
3
Golden State Wealth Management
California
$3.5M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$7.75M
5
Wells Fargo
5
Wells Fargo
California
$43.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$36.3M
2
M&T Bank
2
M&T Bank
New York
$429K
3
SPC
3
Sigma Planning Corp
Michigan
$587K
4
DAS
4
Dynamic Advisor Solutions
Arizona
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
Kayne Anderson Rudnick Investment Management
101
Kayne Anderson Rudnick Investment Management
California
$129K – – –
SF
102
Synovus Financial
Georgia
$126K +$126K +2,007 New
PWMG
103
Prestige Wealth Management Group
New Jersey
$104K -$163K -2,599 -61%
AIP
104
Ameritas Investment Partners
Nebraska
$86K – – –
SFPG
105
Stonebridge Financial Planning Group
Florida
$79K – – –
CIA
106
Cascade Investment Advisors
Oregon
$66.2K – – –
CHC
107
City Holding Co
West Virginia
$66K – – –
Rockefeller Capital Management
108
Rockefeller Capital Management
New York
$65K +$65K +1,025 New
APA
109
American Portfolios Advisors
New York
$61.9K -$1.17M -18,520 -95%
GT
110
Glenmede Trust
Pennsylvania
$60K – – –
AIC
111
Ameritas Investment Company
Nebraska
$58K -$299K -4,752 -84%
HNB
112
Huntington National Bank
Ohio
$55K -$70K – –
MHR
113
Matthew Hamilton Rosenberg
$53K +$53K +832 New
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
$40K -$1.2K -19 -3%
SMFS
115
Squar Milner Financial Services
California
$37K – – –
VCP
116
Verus Capital Partners
Arizona
$36K -$175K -2,814 -83%
HF
117
Halpern Financial
Virginia
$35.9K – – –
FHA
118
Flagship Harbor Advisors
Massachusetts
$32K +$63 +1 +0.2%
SSB
119
Sandy Spring Bank
Maryland
$25K – – –
First Manhattan
120
First Manhattan
New York
$25K +$25K +403 New
SFS
121
Sowell Financial Services
Arkansas
$19K – – –
FHA
122
First Horizon Advisors
Tennessee
$14K +$7.93K +132 +131%
LS
123
Leelyn Smith
Illinois
$11K -$10.3K -157 -48%
BWM
124
Baystate Wealth Management
Massachusetts
$9K – – –
BlackRock
125
BlackRock
New York
$8K – – –
3 4
5
6 7