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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

135 hedge funds and large institutions have $538M invested in First Trust US Equity Opportunities ETF in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 40 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
135
Holders Change
+4
Holders Change %
+3.05%
% of All Funds
2.97%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
57
Reduced
40
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$56.5M
2
Morgan Stanley
Morgan Stanley
New York
$88.6M
3
Bank of America
Bank of America
North Carolina
$68.5M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$3.88M
5
IA
IFG Advisory
Georgia
$3.03M

Top Sellers

1
LPL Financial
LPL Financial
California
$48.5M
2
SWM
Sequoia Wealth Management
Illinois
$0
3
BCM
Barometer Capital Management
Ontario, Canada
$0
4
Jane Street
Jane Street
New York
$1.57M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
$4.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
126
Jacobi Capital Management
Pennsylvania
$19K +$77 +1 +0.4%
IWA
127
Intercontinental Wealth Advisors
Texas
$14K – – –
BWM
128
Baystate Wealth Management
Massachusetts
$11K – – –
BlackRock
129
BlackRock
New York
$10K +$3.94K +50 +65%
FHA
130
First Horizon Advisors
Tennessee
$7K – – –
CAL
131
Capital Analysts LLC
Pennsylvania
$5K -$1.79K -25 -26%
FGAM
132
Financial Gravity Asset Management
Texas
$4K – – –
CIAS
133
Capital Investment Advisory Services
North Carolina
$2K – – –
TC
134
Truvestments Capital
Florida
$2K – – –
IRC
135
Investors Research Corp
Georgia
$1K +$1K +7 New
GT
136
Glenmede Trust
Pennsylvania
$56 – – –
SWM
137
Sequoia Wealth Management
Illinois
– -$4.32M -54,076 Closed
BCM
138
Barometer Capital Management
Ontario, Canada
– -$3.58M -45,900 Closed
GTAM
139
Global Trust Asset Management
Florida
– -$912K -11,703 Closed
Renaissance Technologies
140
Renaissance Technologies
New York
– -$545K -7,000 Closed
DA
141
Doliver Advisors
Texas
– -$325K -4,166 Closed
EWM
142
Executive Wealth Management
Michigan
– -$227K -2,908 Closed
SCA
143
Snowden Capital Advisors
New York
– -$204K -2,616 Closed
PWA
144
Peterson Wealth Advisors
Utah
– -$202K -2,597 Closed
BSW
145
Buckingham Strategic Wealth
Missouri
– -$302K -2,101 Closed
Bank of Montreal
146
Bank of Montreal
Ontario, Canada
– -$120K -1,543 Closed
SMFS
147
Squar Milner Financial Services
California
– -$47K -600 Closed
RWA
148
Redhawk Wealth Advisors
Minnesota
– -$20K -252 Closed
RIA
149
Realta Investment Advisors
Delaware
– -$13K -169 Closed
LWM
150
Liberty Wealth Management
California
– -$8K -103 Closed
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