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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

196 hedge funds and large institutions have $1.12B invested in First Trust US Equity Opportunities ETF in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 75 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
–
Holders Change %
0%
% of All Funds
3.42%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
20
Increased
75
Reduced
60
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
$46.7M
2
Goldman Sachs
Goldman Sachs
New York
$8.06M
3
Ameriprise
Ameriprise
Minnesota
$21.9M
4
CA
Cetera Advisors
Colorado
$5.37M
5
AAS
Avantax Advisory Services
Texas
$3.38M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$222M
2
LCWP
Legacy Capital Wealth Partners
Arkansas
$242K
3
Wells Fargo
Wells Fargo
California
$64.3M
4
TC
Trilogy Capital
California
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
126
OneDigital Investment Advisors
Kansas
$343K +$44.4K +348 +15%
TCM
127
Triumph Capital Management
Colorado
$343K +$343K +2,798 New
HighTower Advisors
128
HighTower Advisors
Illinois
$342K -$21K -165 -6%
FHC
129
First Heartland Consultants
Missouri
$330K -$17.9K -140 -5%
Northern Trust
130
Northern Trust
Illinois
$319K -$21.8K -171 -6%
SMC
131
Smith, Moore & Co
Missouri
$314K – – –
WIA
132
World Investment Advisors
California
$307K -$166K -1,300 -35%
WP
133
WealthPLAN Partners
Nebraska
$300K +$60.3K +472 +25%
CB
134
Commerce Bank
Missouri
$296K – – –
CIAS
135
Capital Investment Advisory Services
North Carolina
$295K +$2.42K +19 +0.8%
ARG
136
Advisory Resource Group
Oklahoma
$294K – – –
IA
137
IFP Advisors
Florida
$291K -$86.4K -680 -23%
RA
138
RFG Advisory
Alabama
$290K +$15.9K +125 +6%
GLA
139
Good Life Advisors
Pennsylvania
$284K +$27K +212 +11%
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$282K +$282K +2,191 New
SF
141
Synovus Financial
Georgia
$267K +$267K +2,093 New
Jane Street
142
Jane Street
New York
$261K -$287K -2,258 -52%
Kayne Anderson Rudnick Investment Management
143
Kayne Anderson Rudnick Investment Management
California
$261K – – –
Fidelity Investments
144
Fidelity Investments
Massachusetts
$257K -$3.32K -26 -1%
EP
145
EPIQ Partners
Minnesota
$255K – – –
VFIC
146
Valley Forge Investment Consultants
Pennsylvania
$251K +$251K +1,970 New
AWA
147
Acorn Wealth Advisors
Michigan
$245K +$893 +7 +0.4%
LCWP
148
Legacy Capital Wealth Partners
Arkansas
$242K -$18.8M -147,266 -99%
VFA
149
Voya Financial Advisors
Connecticut
$225K +$225K +1,751 New
PFA
150
Pinnacle Family Advisors
Missouri
$223K – – –
4 5
6
7 8