FPX icon

First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

134 hedge funds and large institutions have $469M invested in First Trust US Equity Opportunities ETF in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 54 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
134
Holders Change
-9
Holders Change %
-6.29%
% of All Funds
2.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
17
Increased
44
Reduced
54
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$112M
2
TC
2
Trilogy Capital
California
$5.65M
3
GSWM
3
Golden State Wealth Management
California
$3.5M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$7.75M
5
Wells Fargo
5
Wells Fargo
California
$43.7M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$36.3M
2
M&T Bank
2
M&T Bank
New York
$429K
3
SPC
3
Sigma Planning Corp
Michigan
$587K
4
DAS
4
Dynamic Advisor Solutions
Arizona
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.95M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
126
Liberty Wealth Management
California
$7K +$7K +104 New
WQ
127
Wealth Quarterback
New Jersey
$6.32K +$6.32K +100 New
APWM
128
Atlas Private Wealth Management
New York
$6K – – –
MWM
129
MBE Wealth Management
Wisconsin
$5K +$5K +90 New
CAL
130
Capital Analysts LLC
Pennsylvania
$4K – – –
FWM
131
FSA Wealth Management
Massachusetts
$3K – – –
IRC
132
Investors Research Corp
Georgia
$3K +$2.18K +37 +264%
Bank of Montreal
133
Bank of Montreal
Ontario, Canada
$3K +$3K +50 New
TC
134
Truvestments Capital
Florida
$2K +$2K +32 New
NL
135
NWAM LLC
Washington
$511 +$154 +2,442 +43%
DAS
136
Dynamic Advisor Solutions
Arizona
– -$4.48M -70,396 Closed
BFG
137
Barber Financial Group
Kansas
– -$855K -10,639 Closed
MHS
138
M Holdings Securities
Oregon
– -$804K -10,008 Closed
GIA
139
Gladstone Institutional Advisory
Florida
– -$609K -7,582 Closed
IAA
140
Independent Advisor Alliance
North Carolina
– -$294K -3,658 Closed
BRC
141
Bell Rock Capital
Delaware
– -$278K -3,466 Closed
AWA
142
Acorn Wealth Advisors
Michigan
– -$268K -3,292 Closed
BRWM
143
B. Riley Wealth Management
Tennessee
– -$240K -2,981 Closed
RJT
144
Raymond James Trust
Florida
– -$233K -2,905 Closed
CWA
145
Capital Wealth Alliance
Arizona
– -$224K -2,706 Closed
PWA
146
Peterson Wealth Advisors
Utah
– -$210K -2,609 Closed
ZB
147
Zions Bancorporation
Utah
– -$209K -2,600 Closed
CF
148
Centaurus Financial
California
– -$204K -2,545 Closed
Koshinski Asset Management
149
Koshinski Asset Management
Illinois
– -$202K -2,516 Closed
TI
150
tru Independence
Oregon
– -$84K -1,335 Closed
3 4 5
6
7