FPX icon

First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

132 hedge funds and large institutions have $604M invested in First Trust US Equity Opportunities ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
-2
Holders Change %
-1.49%
% of All Funds
2.71%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
35
Reduced
57
Closed
17
Calls
$83K
Puts
–
Net Calls
+$83K
Net Calls Change
+$83K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$13.1M
2
SPC
2
Sigma Planning Corp
Michigan
$6.72M
3
LFAS
3
Level Four Advisory Services
Texas
$5.22M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$13.3M
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$3.73M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$46.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$142M
3
Ameriprise
3
Ameriprise
Minnesota
$12.4M
4
GSWM
4
Golden State Wealth Management
California
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$19.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
LWM
126
Liberty Wealth Management
California
$9K – – –
CWC
127
Carolinas Wealth Consulting
North Carolina
$9K +$9K +104 New
APWM
128
Atlas Private Wealth Management
New York
$8K – – –
CAL
129
Capital Analysts LLC
Pennsylvania
$6K – – –
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$6K +$6K +70 New
IRC
131
Investors Research Corp
Georgia
$5K +$1.08K +14 +27%
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$4K – – –
FWM
133
FSA Wealth Management
Massachusetts
$4K – – –
GSWM
134
Golden State Wealth Management
California
– -$3.5M -55,533 Closed
SI
135
Stephens Inc
Arkansas
– -$2.41M -38,277 Closed
PWM
136
Provident Wealth Management
Tennessee
– -$2.27M -35,999 Closed
SAM
137
SignalPoint Asset Management
Missouri
– -$691K -10,970 Closed
NL
138
NWAM LLC
Washington
– -$511 -8,104 Closed
TSS
139
Two Sigma Securities
New York
– -$435K -6,897 Closed
FWM
140
Frontier Wealth Management
Missouri
– -$355K -5,634 Closed
MIH
141
Meitav Investment House
Israel
– -$315K -4,992 Closed
NA
142
NewEdge Advisors
Louisiana
– -$216K -3,425 Closed
WAP
143
Wealthcare Advisory Partners
Pennsylvania
– -$153K -2,425 Closed
SF
144
Synovus Financial
Georgia
– -$126K -2,007 Closed
AIC
145
Ameritas Investment Company
Nebraska
– -$58K -923 Closed
SMFS
146
Squar Milner Financial Services
California
– -$37K -600 Closed
FHA
147
First Horizon Advisors
Tennessee
– -$14K -233 Closed
WQ
148
Wealth Quarterback
New Jersey
– -$6.32K -100 Closed
MWM
149
MBE Wealth Management
Wisconsin
– -$5K -90 Closed
TC
150
Truvestments Capital
Florida
– -$2K -32 Closed
2 3 4 5
6