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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

206 hedge funds and large institutions have $981M invested in First Trust US Equity Opportunities ETF in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 53 increasing their positions, 76 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+13
Holders Change %
+6.74%
% of All Funds
3.18%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
33
Increased
53
Reduced
76
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$70.4M
2
CCP
Cassia Capital Partners
North Carolina
$6.47M
3
AOG
Alpha Omega Group
Virginia
$8.68M
4
LPL Financial
LPL Financial
California
$96.3M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.17M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$5.83M
2
AIP
Almanack Investment Partners
Pennsylvania
$269K
3
UBS Group
UBS Group
Switzerland
$47.6M
4
AWM
AE Wealth Management
Kansas
$745K
5
KAS
Kestra Advisory Services
Texas
$21.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
126
Advisory Alpha
Michigan
$369K +$114K +934 +45%
CCA
127
Cottonwood Capital Advisors
Utah
$368K +$368K +3,000 New
WP
128
WealthPLAN Partners
Nebraska
$351K +$27.5K +258 +8%
Fidelity Investments
129
Fidelity Investments
Massachusetts
$333K -$59.7K -487 -15%
WAP
130
Wealthcare Advisory Partners
Pennsylvania
$316K – – –
FAIM
131
Financial Advocates Investment Management
Washington
$313K -$772K -6,291 -71%
HighTower Advisors
132
HighTower Advisors
Illinois
$308K -$21.7K -177 -7%
AP
133
Appleton Partners
Massachusetts
$303K – – –
SMC
134
Smith, Moore & Co
Missouri
$302K – – –
CIAS
135
Capital Investment Advisory Services
North Carolina
$299K +$15.1K +123 +5%
Renaissance Technologies
136
Renaissance Technologies
New York
$294K +$294K +2,400 New
PA
137
PFG Advisors
Arizona
$290K -$21.1K -172 -7%
CB
138
Commerce Bank
Missouri
$285K – – –
AIP
139
Almanack Investment Partners
Pennsylvania
$269K -$9.21M -75,166 -97%
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$267K +$1.12K +9 +0.4%
IA
141
IFP Advisors
Florida
$264K -$3.37K -27 -1%
Kayne Anderson Rudnick Investment Management
142
Kayne Anderson Rudnick Investment Management
California
$262K +$11.4K +93 +5%
WIA
143
World Investment Advisors
California
$256K -$11K -100 -4%
WE
144
Wealth Effects
Massachusetts
$253K +$253K +2,067 New
SF
145
Synovus Financial
Georgia
$249K – – –
Northern Trust
146
Northern Trust
Illinois
$245K -$61.3K -500 -20%
EP
147
EPIQ Partners
Minnesota
$245K – – –
AWA
148
Acorn Wealth Advisors
Michigan
$242K +$7.47K +61 +3%
ARG
149
Advisory Resource Group
Oklahoma
$240K -$5.54K -52 -2%
PFA
150
Pinnacle Family Advisors
Missouri
$230K +$15.8K +129 +7%
4 5
6
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