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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

185 hedge funds and large institutions have $364M invested in First Trust US Equity Opportunities ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 40 increasing their positions, 64 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
185
Holders Change
+23
Holders Change %
+14.2%
% of All Funds
2.46%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
36
Increased
40
Reduced
64
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$7.31M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.12M
3
Jane Street
3
Jane Street
New York
$2.18M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$7.09M
5
Bank of America
5
Bank of America
North Carolina
$17M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$1.53M
2
Goldman Sachs
2
Goldman Sachs
New York
$3.43M
3
LPL Financial
3
LPL Financial
California
$33.2M
4
GLA
4
Good Life Advisors
Pennsylvania
$4.72M
5
UBS Group
5
UBS Group
Switzerland
$7.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
AOG
101
Alpha Omega Group
Virginia
$285K -$67.5K -565 -19%
OC
102
Oppenheimer & Co
New York
$281K -$7.17K -60 -2%
CCA
103
Cottonwood Capital Advisors
Utah
$281K – – –
IF
104
Intrua Financial
Texas
$279K – – –
FCM
105
Family Capital Management
Michigan
$278K -$25.3K -212 -8%
WS
106
Wedbush Securities
California
$278K -$39.1K -327 -12%
EH
107
Equitable Holdings
New York
$277K -$317K -2,652 -53%
SCA
108
Snowden Capital Advisors
New York
$272K – – –
TSS
109
Two Sigma Securities
New York
$264K +$264K +2,209 New
CB
110
Commerce Bank
Missouri
$263K – – –
SPL
111
Smart Portfolios LLC
Washington
$259K +$1.2K +10 +0.5%
PWM
112
Purus Wealth Management
California
$257K -$5.86K -49 -2%
Bank of New York Mellon
113
Bank of New York Mellon
New York
$246K +$246K +2,063 New
Kayne Anderson Rudnick Investment Management
114
Kayne Anderson Rudnick Investment Management
California
$245K – – –
AWM
115
Accel Wealth Management
Iowa
$241K -$82K -686 -25%
SF
116
Synovus Financial
Georgia
$240K – – –
FTUS
117
Flow Traders U.S.
New York
$227K +$227K +1,900 New
AFO
118
Arrowroot Family Office
California
$222K – – –
PWM
119
Puff Wealth Management
New Jersey
$219K +$219K +1,837 New
IAS
120
Insigneo Advisory Services
Florida
$217K -$431K -3,610 -67%
DAS
121
Dynamic Advisor Solutions
Arizona
$217K -$17.9K -150 -8%
Envestnet Portfolio Solutions
122
Envestnet Portfolio Solutions
Illinois
$216K +$216K +1,807 New
IWM
123
Integris Wealth Management
California
$212K +$212K +1,772 New
VA
124
Valmark Advisers
Ohio
$211K +$211K +1,768 New
JPMorgan Chase & Co
125
JPMorgan Chase & Co
New York
$211K +$157K +1,317 +297%
3 4
5
6 7