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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

162 hedge funds and large institutions have $330M invested in First Trust US Equity Opportunities ETF in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 26 increasing their positions, 67 reducing their positions, and 13 closing their positions.

Holders
162
Holders Change
+11
Holders Change %
+7.28%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
26
Increased
26
Reduced
67
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Congress Wealth Management
Massachusetts
$8.68M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$5.18M
3
AWM
3
AE Wealth Management
Kansas
$3.11M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$4.28M
5
Goldman Sachs
5
Goldman Sachs
New York
$5.26M

Top Sellers

1
AAP
1
Arax Advisory Partners
Colorado
$880K
2
LPL Financial
2
LPL Financial
California
$32.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.38M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.16M
5
CCA
5
Cottonwood Capital Advisors
Utah
$259K
Name Holding Trade Value Shares
Change 		Shares
Change %
MCC
101
Money Concepts Capital
Florida
$264K – – –
CCA
102
Cottonwood Capital Advisors
Utah
$259K -$2.8M -25,376 -92%
WIA
103
World Investment Advisors
California
$258K +$258K +2,340 New
IF
104
Intrua Financial
Texas
$258K -$11K -100 -4%
SCA
105
Snowden Capital Advisors
New York
$251K +$6.39K +58 +3%
PWM
106
Purus Wealth Management
California
$243K -$551 -5 -0.2%
CB
107
Commerce Bank
Missouri
$242K – – –
SPL
108
Smart Portfolios LLC
Washington
$237K -$1.65K -15 -0.7%
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$230K -$85.6K -777 -27%
Kayne Anderson Rudnick Investment Management
110
Kayne Anderson Rudnick Investment Management
California
$226K – – –
SF
111
Synovus Financial
Georgia
$221K +$221K +2,007 New
DAS
112
Dynamic Advisor Solutions
Arizona
$216K +$216K +1,962 New
AFO
113
Arrowroot Family Office
California
$204K +$204K +1,855 New
Citigroup
114
Citigroup
New York
$183K – – –
PTC
115
Private Trust Company
Ohio
$181K – – –
WAG
116
Wiser Advisor Group
Arizona
$156K -$99.3K -901 -39%
CA
117
Continuum Advisory
Idaho
$143K – – –
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$136K +$69.1K +627 +103%
NS
119
NBC Securities
Alabama
$132K – – –
ST
120
Smithfield Trust
Pennsylvania
$118K – – –
PS
121
Principal Securities
Iowa
$109K -$32.3K -293 -23%
Bank of Montreal
122
Bank of Montreal
Ontario, Canada
$104K +$104K +950 New
CHC
123
City Holding Co
West Virginia
$99.2K – – –
SWM
124
Spire Wealth Management
Virginia
$70.3K – – –
HCP
125
Hexagon Capital Partners
Arkansas
$67.7K – – –
3 4
5
6 7