FPX icon

First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

196 hedge funds and large institutions have $1.07B invested in First Trust US Equity Opportunities ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 78 increasing their positions, 46 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+25
Holders Change %
+14.62%
% of All Funds
3.45%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
41
Increased
78
Reduced
46
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$71.6M
2
LPL Financial
2
LPL Financial
California
$90.1M
3
SAM
3
Secure Asset Management
Michigan
$4.38M
4
Baird Financial Group
4
Baird Financial Group
Wisconsin
$6.14M
5
TCWA
5
Ten Capital Wealth Advisors
Washington
$26.9M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$244K
2
SS
2
Simplicity Solutions
Minnesota
$0
3
MCC
3
Money Concepts Capital
Florida
$10.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$228M
5
KAS
5
Kestra Advisory Services
Texas
$23.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
151
WealthPLAN Partners
Nebraska
$227K +$227K +1,878 New
PFA
152
Pinnacle Family Advisors
Missouri
$209K – – –
PWMG
153
Prestige Wealth Management Group
New Jersey
$197K – – –
US Bancorp
154
US Bancorp
Minnesota
$171K +$36.3K +305 +27%
William Blair & Company
155
William Blair & Company
Illinois
$168K – – –
SFPG
156
Stonebridge Financial Planning Group
Florida
$150K – – –
AIP
157
Ameritas Investment Partners
Nebraska
$149K -$20.2K -170 -12%
BWM
158
BerganKDV Wealth Management
Minnesota
$146K +$146K +1,229 New
Rockefeller Capital Management
159
Rockefeller Capital Management
New York
$143K +$117K +986 +456%
TF
160
TimeScale Financial
Massachusetts
$139K +$139K +1,168 New
CHC
161
City Holding Co
West Virginia
$125K – – –
CAPTRUST Financial Advisors
162
CAPTRUST Financial Advisors
North Carolina
$119K +$119K +1,000 New
BAM
163
Belpointe Asset Management
Nevada
$117K – – –
AWM
164
Accel Wealth Management
Iowa
$110K +$110K +926 New
AWA
165
Arkadios Wealth Advisors
Georgia
$84K +$84K +709 New
WWM
166
Wagner Wealth Management
South Carolina
$79K +$79K +667 New
ST
167
Smithfield Trust
Pennsylvania
$73K +$73K +611 New
GWSG
168
GPS Wealth Strategies Group
Colorado
$60K +$60K +511 New
Fifth Third Bancorp
169
Fifth Third Bancorp
Ohio
$48K – – –
SSB
170
Sandy Spring Bank
Maryland
$48K – – –
First Manhattan
171
First Manhattan
New York
$48K +$119 +1 +0.2%
IRC
172
Investors Research Corp
Georgia
$48K +$24.1K +201 +101%
MHR
173
Matthew Hamilton Rosenberg
$45K -$14.8K -125 -25%
GRP
174
Global Retirement Partners
California
$41K – – –
TCWM
175
Total Clarity Wealth Management
Illinois
$36K +$36K +300 New
5 6
7
8 9