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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

171 hedge funds and large institutions have $443M invested in First Trust US Equity Opportunities ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 45 increasing their positions, 79 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-7
Holders Change %
-3.93%
% of All Funds
2.96%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
7
Increased
45
Reduced
79
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.76M
2
Citadel Advisors
Citadel Advisors
Florida
$3.62M
3
Wells Fargo
Wells Fargo
California
$32.9M
4
PWA
PCG Wealth Advisors
Kansas
$2.95M
5
AAP
Arax Advisory Partners
Colorado
$5.76M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$5.19M
2
Bank of America
Bank of America
North Carolina
$22.4M
3
GM
GeoWealth Management
Illinois
$2.22M
4
Morgan Stanley
Morgan Stanley
New York
$78.1M
5
OMC
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OPW
126
Oxler Private Wealth
New York
$105K +$105K +1,100 New
ST
127
Smithfield Trust
Pennsylvania
$103K +$11.4K +140 +12%
BWM
128
BerganKDV Wealth Management
Minnesota
$100K +$100K +1,229 New
APA
129
American Portfolios Advisors
New York
$93.3K – – –
AIP
130
Ameritas Investment Partners
Nebraska
$92K – – –
WT
131
Whittier Trust
California
$92K +$50.2K +619 +120%
SWM
132
Selective Wealth Management
Virginia
$89K -$24.3K -300 -21%
SWM
133
Spire Wealth Management
Virginia
$75K -$18.3K -226 -20%
CHC
134
City Holding Co
West Virginia
$73K -$12.2K -150 -14%
WWM
135
Wagner Wealth Management
South Carolina
$62K +$161 +2 +0.3%
HCP
136
Hexagon Capital Partners
Arkansas
$54K – – –
ACA
137
Atlas Capital Advisors
Wyoming
$52.7K – – –
GWSG
138
GPS Wealth Strategies Group
Colorado
$50K – – –
Northwestern Mutual Wealth Management
139
Northwestern Mutual Wealth Management
Wisconsin
$49K -$207K -2,568 -81%
SAM
140
Strategic Asset Management
Minnesota
$46K – – –
SSB
141
Sandy Spring Bank
Maryland
$43K – – –
KFI
142
Key Financial Inc
Pennsylvania
$38K +$38K +473 New
William Blair & Company
143
William Blair & Company
Illinois
$36K -$18.7K -229 -34%
GRP
144
Global Retirement Partners
California
$36K +$6.03K +70 +20%
WA
145
Win Advisors
Florida
$31K -$3.77K -47 -11%
MHR
146
Matthew Hamilton Rosenberg
$31K – – –
Fifth Third Bancorp
147
Fifth Third Bancorp
Ohio
$27K – – –
UB
148
UMB Bank
Missouri
$23K -$23.2K -287 -50%
BHWM
149
Beaird Harris Wealth Management
Texas
$22K – – –
CWM
150
Castle Wealth Management
Florida
$22K +$22K +165 New
4 5
6
7 8