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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

151 hedge funds and large institutions have $304M invested in First Trust US Equity Opportunities ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 75 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
-11
Holders Change %
-6.79%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
18
Reduced
75
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.86M
2
SEIA
2
Signature Estate & Investment Advisors
California
$1.32M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.81M
4
Jane Street
4
Jane Street
New York
$927K
5
IA
5
IFG Advisory
Georgia
$662K

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$0
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$0
3
SAG
3
SageView Advisory Group
California
$0
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$3.27M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
126
Sandy Spring Bank
Maryland
$39.7K – – –
GWSG
127
GPS Wealth Strategies Group
Colorado
$38.1K – – –
JPMorgan Chase & Co
128
JPMorgan Chase & Co
New York
$32.9K – – –
IA
129
IFP Advisors
Florida
$32.3K – – –
BHWM
130
Beaird Harris Wealth Management
Texas
$27.2K – – –
MG
131
Mather Group
Illinois
$25.7K – – –
TSMHT
132
Thurston Springer Miller Herd & Titak
Indiana
$19.9K +$19.9K +200 New
AFWM
133
Abich Financial Wealth Management
Virginia
$19.1K -$3.68K -37 -16%
PWMG
134
Prestige Wealth Management Group
New Jersey
$17.6K – – –
RFA
135
Register Financial Advisors
Georgia
$12.3K – – –
HBW
136
Hazlett, Burt & Watson
West Virginia
$12K – – –
SS
137
Sunbelt Securities
Texas
$10.3K – – –
CWC
138
Carolinas Wealth Consulting
North Carolina
$10.3K – – –
GI
139
GAMMA Investing
California
$9.93K – – –
US Bancorp
140
US Bancorp
Minnesota
$9.93K +$9.93K +100 New
OSAM
141
O'Shaughnessy Asset Management
Connecticut
$8.74K – – –
CAL
142
Capital Analysts LLC
Pennsylvania
$7K – – –
HF
143
Halpern Financial
Virginia
$6.95K – – –
KA
144
Kozak & Associates
Colorado
$6.27K – – –
Comerica Bank
145
Comerica Bank
Texas
$3.28K – – –
OP
146
ORG Partners
Indiana
$2.92K +$2.92K +29 New
LIA
147
Lynx Investment Advisory
District of Columbia
$2.52K +$2.52K +25 New
CJ
148
Caitlin John
Michigan
$1.19K – – –
WWM
149
Wolff Wiese Magana
California
$795 – – –
DFA
150
DHJJ Financial Advisors
Illinois
$597 – – –
3 4 5
6
7