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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

171 hedge funds and large institutions have $1.06B invested in First Trust US Equity Opportunities ETF in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
+26
Holders Change %
+17.93%
% of All Funds
3.03%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
38
Increased
57
Reduced
49
Closed
9
Calls
$11K
Puts
$59K
Net Calls
-$48K
Net Calls Change
-$48K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$231M
2
LPL Financial
LPL Financial
California
$83.5M
3
PFS
Prospera Financial Services
Texas
$5.43M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$25.6M
5
AI
Atria Investments
North Carolina
$3.8M

Top Sellers

1
AIP
Almanack Investment Partners
Pennsylvania
$0
2
Osaic Holdings
Osaic Holdings
Arizona
$20.1M
3
WS
Wedbush Securities
California
$1.09M
4
TC
Trilogy Capital
California
$7.89M
5
APA
American Portfolios Advisors
New York
$209K
Name Holding Trade Value Shares
Change 		Shares
Change %
First Manhattan
151
First Manhattan
New York
$47K -$117 -1 -0.2%
SSB
152
Sandy Spring Bank
Maryland
$47K – – –
Fifth Third Bancorp
153
Fifth Third Bancorp
Ohio
$47K +$3.05K +26 +7%
HF
154
Halpern Financial
Virginia
$42.6K -$17.7K -150 -29%
GRP
155
Global Retirement Partners
California
$41K +$4.71K +40 +13%
RIM
156
Rockbridge Investment Management
New York
$35K +$35K +300 New
EWM
157
Endurance Wealth Management
Rhode Island
$27K – – –
CWA
158
Clearview Wealth Advisors
Oregon
$27K +$27K +224 New
Rockefeller Capital Management
159
Rockefeller Capital Management
New York
$25K – – –
HCP
160
Hexagon Capital Partners
Arkansas
$25K – – –
SFS
161
Sowell Financial Services
Arkansas
$24K – – –
IRC
162
Investors Research Corp
Georgia
$24K +$10.7K +89 +80%
LS
163
Leelyn Smith
Illinois
$20K – – –
BWM
164
Baystate Wealth Management
Massachusetts
$17K – – –
LWM
165
Liberty Wealth Management
California
$13K -$126 -1 -1%
BlackRock
166
BlackRock
New York
$13K – – –
AssetMark Inc
167
AssetMark Inc
California
$13K +$13K +107 New
Simplex Trading
168
Simplex Trading
Illinois
$13K +$13K +114 New
APWM
169
Atlas Private Wealth Management
New York
$12K – – –
CWC
170
Carolinas Wealth Consulting
North Carolina
$12K – – –
CCC
171
Crescent Capital Consulting
Louisiana
$10K +$10K +89 New
CAL
172
Capital Analysts LLC
Pennsylvania
$8K – – –
AIP
173
Almanack Investment Partners
Pennsylvania
– -$6.95M -68,625 Closed
Citadel Advisors
174
Citadel Advisors
Florida
– -$1.78M -18,417 Closed
ACP
175
Aveo Capital Partners
Colorado
– -$1.33M -13,797 Closed
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