FPX icon

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 %
GIA
101
Gladstone Institutional Advisory
Florida
$456K -$116K -1,059 -20%
WI
102
Wintrust Investments
Illinois
$451K -$107K -982 -19%
TWM
103
Titus Wealth Management
California
$434K – – –
PG
104
Patten Group
Tennessee
$427K -$2.4K -22 -0.6%
Mercer Global Advisors
105
Mercer Global Advisors
Colorado
$423K -$45.7K -419 -10%
OMC
106
Old Mission Capital
Illinois
$415K +$415K +3,808 New
SG
107
StoneX Group
New York
$402K +$4.8K +44 +1%
BAWC
108
Boyce & Associates Wealth Consulting
Texas
$397K +$397K +3,635 New
IWC
109
Integrated Wealth Concepts
Massachusetts
$385K -$1.85K -17 -0.5%
NWMG
110
National Wealth Management Group
Ohio
$365K -$507K -4,647 -58%
JIP
111
Jaffetilchin Investment Partners
Florida
$362K -$2.76M -32,418 -88%
M&T Bank
112
M&T Bank
New York
$349K -$98.2K -900 -22%
OC
113
Oppenheimer & Co
New York
$345K -$125K -1,144 -27%
MCM
114
MAI Capital Management
Ohio
$344K -$34.6K -317 -9%
Thrivent Financial for Lutherans
115
Thrivent Financial for Lutherans
Minnesota
$338K +$338K +3,099 New
AWM
116
Avior Wealth Management
Nebraska
$337K +$218 +2 +0.1%
TI
117
tru Independence
Oregon
$333K -$109 -1 -0%
AWM
118
Apollon Wealth Management
South Carolina
$331K – – –
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$330K -$17.7K -162 -5%
CCA
120
Cottonwood Capital Advisors
Utah
$325K -$1.74K -16 -0.5%
FFN
121
Focus Financial Network
Minnesota
$322K +$322K +2,949 New
Fidelity Investments
122
Fidelity Investments
Massachusetts
$317K +$20.3K +186 +7%
LAM
123
LifePro Asset Management
California
$301K +$301K +2,757 New
Northwestern Mutual Wealth Management
124
Northwestern Mutual Wealth Management
Wisconsin
$292K -$4.88M -44,867 -94%
SWM
125
Selective Wealth Management
Virginia
$284K -$56.7K -519 -17%
3 4
5
6 7