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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

171 hedge funds and large institutions have $1.06B invested in First Trust US Equity Opportunities ETF in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+26
Holders Change %
+17.93%
% of All Funds
3.03%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
38
Increased
57
Reduced
49
Closed
9
Calls
$11K
Puts
$59K
Net Calls
-$48K
Net Calls Change
-$48K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$231M
2
LPL Financial
LPL Financial
California
$83.5M
3
PFS
Prospera Financial Services
Texas
$5.43M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$25.6M
5
AI
Atria Investments
North Carolina
$3.8M

Top Sellers

1
AIP
Almanack Investment Partners
Pennsylvania
$0
2
Osaic Holdings
Osaic Holdings
Arizona
$20.1M
3
WS
Wedbush Securities
California
$1.09M
4
TC
Trilogy Capital
California
$7.89M
5
APA
American Portfolios Advisors
New York
$209K
Name Holding Trade Value Shares
Change 		Shares
Change %
SMC
126
Smith, Moore & Co
Missouri
$248K – – –
SF
127
Synovus Financial
Georgia
$247K – – –
Kayne Anderson Rudnick Investment Management
128
Kayne Anderson Rudnick Investment Management
California
$243K – – –
FHC
129
First Heartland Consultants
Missouri
$240K -$14.2K -120 -6%
EP
130
EPIQ Partners
Minnesota
$237K – – –
AAS
131
Avantax Advisory Services
Texas
$236K -$1.36M -11,479 -85%
GLA
132
Good Life Advisors
Pennsylvania
$236K +$236K +1,994 New
WAP
133
Wealthcare Advisory Partners
Pennsylvania
$230K -$50.8K -430 -18%
AWA
134
Acorn Wealth Advisors
Michigan
$224K -$31.9K -270 -12%
JIP
135
Jaffetilchin Investment Partners
Florida
$212K +$212K +1,792 New
APA
136
American Portfolios Advisors
New York
$209K -$2.04M -17,205 -91%
TSS
137
Two Sigma Securities
New York
$208K +$208K +1,757 New
PFA
138
Pinnacle Family Advisors
Missouri
$207K +$207K +1,750 New
CWA
139
Capital Wealth Alliance
Arizona
$205K +$205K +1,627 New
PWMG
140
Prestige Wealth Management Group
New Jersey
$196K – – –
WEC
141
Winslow Evans & Crocker
Massachusetts
$184K +$184K +1,557 New
AIP
142
Ameritas Investment Partners
Nebraska
$168K +$5.91K +50 +4%
William Blair & Company
143
William Blair & Company
Illinois
$167K +$49.7K +420 +42%
SFPG
144
Stonebridge Financial Planning Group
Florida
$142K – – –
US Bancorp
145
US Bancorp
Minnesota
$134K +$36K +304 +37%
CHC
146
City Holding Co
West Virginia
$124K – – –
BAM
147
Belpointe Asset Management
Nevada
$116K +$116K +980 New
HNB
148
Huntington National Bank
Ohio
$103K -$84K – –
LIA
149
Luken Investment Analytics
Tennessee
$67K +$67K +565 New
MHR
150
Matthew Hamilton Rosenberg
$60K -$11.4K -96 -16%
4 5
6
7 8