FPX icon

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.

New
Increased
Maintained
Reduced
Closed
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 %
WI
101
Wintrust Investments
Illinois
$627K -$40.7K -332 -6%
DI
102
DFPG Investments
Utah
$620K – – –
TWM
103
Triton Wealth Management
Arizona
$607K -$43.2K -416 -7%
MCC
104
Money Concepts Capital
Florida
$597K +$597K +4,870 New
IWM
105
IHT Wealth Management
Illinois
$595K -$15.9K -130 -3%
LWAC
106
Laurel Wealth Advisors (California)
California
$581K +$581K +4,744 New
Creative Planning
107
Creative Planning
Kansas
$564K -$105K -859 -16%
PWM
108
Purus Wealth Management
California
$545K -$148K -1,212 -21%
OC
109
Oppenheimer & Co
New York
$527K -$1.96K -16 -0.4%
Mercer Global Advisors
110
Mercer Global Advisors
Colorado
$526K -$13.6K -111 -3%
M&T Bank
111
M&T Bank
New York
$502K – – –
TWM
112
Titus Wealth Management
California
$487K – – –
PG
113
Patten Group
Tennessee
$482K -$6.37K -52 -1%
CFGS
114
Concourse Financial Group Securities
Alabama
$468K -$43.1K -352 -8%
RJT
115
Raymond James Trust
Florida
$452K -$66.9K -546 -13%
SG
116
StoneX Group
New York
$446K -$613 -5 -0.1%
IWC
117
Integrated Wealth Concepts
Massachusetts
$435K +$858 +7 +0.2%
MCM
118
MAI Capital Management
Ohio
$425K -$64.4K -526 -13%
Thrivent Financial for Lutherans
119
Thrivent Financial for Lutherans
Minnesota
$415K -$390K – –
TCM
120
Triumph Capital Management
Colorado
$393K -$5.15K -42 -1%
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$390K +$390K +3,185 New
SWM
122
Selective Wealth Management
Virginia
$382K – – –
AWM
123
Avior Wealth Management
Nebraska
$378K – – –
TI
124
tru Independence
Oregon
$374K +$22.1K +180 +6%
AWM
125
Apollon Wealth Management
South Carolina
$372K +$372K +3,035 New
3 4
5
6 7