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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

166 hedge funds and large institutions have $402M invested in First Trust US Equity Opportunities ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 24 increasing their positions, 79 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+14
Holders Change %
+9.21%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
24
Reduced
79
Closed
9
Calls
$115K
Puts
$86K
Net Calls
+$29K
Net Calls Change
+$29K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$122M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$6.37M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.55M
4
CCP
4
Cassia Capital Partners
North Carolina
$6.16M
5
CA
5
Calton & Associates
Florida
$1.51M

Top Sellers

1
EFG
1
Ethos Financial Group
Pennsylvania
$0
2
IAIM
2
International Assets Investment Management
Florida
$0
3
GM
3
GeoWealth Management
Illinois
$0
4
TWM
4
TMD Wealth Management
Arizona
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$6.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
126
Avior Wealth Management
Nebraska
$77.8K – – –
AWM
127
Able Wealth Management
New Jersey
$75.1K +$75.1K +784 New
ACA
128
Atlas Capital Advisors
Wyoming
$62.3K – – –
SWM
129
Spire Wealth Management
Virginia
$59.7K – – –
HCP
130
Hexagon Capital Partners
Arkansas
$58.9K – – –
Northwestern Mutual Wealth Management
131
Northwestern Mutual Wealth Management
Wisconsin
$58.3K – – –
AIP
132
Ameritas Investment Partners
Nebraska
$57.6K – – –
LIA
133
Luken Investment Analytics
Tennessee
$54.2K – – –
Qube Research & Technologies (QRT)
134
Qube Research & Technologies (QRT)
United Kingdom
$50.2K +$50.2K +523 New
NFA
135
Northwest Financial Advisors
Virginia
$45.7K +$45.7K +476 New
IA
136
IFP Advisors
Florida
$44.6K -$28.9K -301 -39%
JPMorgan Chase & Co
137
JPMorgan Chase & Co
New York
$42.6K +$5.28K +55 +14%
William Blair & Company
138
William Blair & Company
Illinois
$42.2K – – –
GWSG
139
GPS Wealth Strategies Group
Colorado
$41.8K -$4.79K -50 -10%
GRP
140
Global Retirement Partners
California
$38.6K – – –
SSB
141
Sandy Spring Bank
Maryland
$38.4K – – –
TLA
142
Tanglewood Legacy Advisors
Texas
$36.9K – – –
MHR
143
Matthew Hamilton Rosenberg
$36.4K – – –
BHWM
144
Beaird Harris Wealth Management
Texas
$26.3K – – –
CWM
145
CarsonAllaria Wealth Management
Illinois
$22.8K +$22.8K +238 New
AFWM
146
Abich Financial Wealth Management
Virginia
$22.2K +$22.2K +231 New
US Bancorp
147
US Bancorp
Minnesota
$15.8K +$15.8K +165 New
BWM
148
Baystate Wealth Management
Massachusetts
$13.4K – – –
HBW
149
Hazlett, Burt & Watson
West Virginia
$11K – – –
SS
150
Sunbelt Securities
Texas
$9.97K – – –
3 4 5
6
7