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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

206 hedge funds and large institutions have $981M invested in First Trust US Equity Opportunities ETF in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 53 increasing their positions, 76 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+13
Holders Change %
+6.74%
% of All Funds
3.18%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
33
Increased
53
Reduced
76
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$70.4M
2
CCP
Cassia Capital Partners
North Carolina
$6.47M
3
AOG
Alpha Omega Group
Virginia
$8.68M
4
LPL Financial
LPL Financial
California
$96.3M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.17M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$5.83M
2
AIP
Almanack Investment Partners
Pennsylvania
$269K
3
UBS Group
UBS Group
Switzerland
$47.6M
4
AWM
AE Wealth Management
Kansas
$745K
5
KAS
Kestra Advisory Services
Texas
$21.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIG
151
Kowal Investment Group
Wisconsin
$229K -$76.8K -627 -25%
OIA
152
OneDigital Investment Advisors
Kansas
$229K -$32.9K -269 -13%
RA
153
RFG Advisory
Alabama
$224K -$32.2K -263 -13%
WH
154
Willner & Heller
California
$216K +$216K +1,748 New
GWM
155
Geneos Wealth Management
Colorado
$210K -$181K -1,481 -46%
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$205K – – –
MIH
157
Meitav Investment House
Israel
$204K +$204K +1,664 New
PWMG
158
Prestige Wealth Management Group
New Jersey
$203K – – –
IRC
159
Investors Research Corp
Georgia
$186K +$51K +417 +38%
TSWM
160
Tyler-Stone Wealth Management
Ohio
$181K +$181K +1,479 New
William Blair & Company
161
William Blair & Company
Illinois
$173K – – –
Koshinski Asset Management
162
Koshinski Asset Management
Illinois
$156K -$2.45K -20 -2%
BWM
163
BerganKDV Wealth Management
Minnesota
$151K – – –
APA
164
American Portfolios Advisors
New York
$136K – – –
AIP
165
Ameritas Investment Partners
Nebraska
$133K – – –
SFPG
166
Stonebridge Financial Planning Group
Florida
$122K – – –
CHC
167
City Holding Co
West Virginia
$111K – – –
Bessemer Group
168
Bessemer Group
New Jersey
$87K +$87K +713 New
WWM
169
Wagner Wealth Management
South Carolina
$82K – – –
GWSG
170
GPS Wealth Strategies Group
Colorado
$75K +$12.5K +102 +20%
UB
171
UMB Bank
Missouri
$70K +$70K +572 New
SAM
172
Strategic Asset Management
Minnesota
$69K – – –
SSB
173
Sandy Spring Bank
Maryland
$65K +$16K +131 +33%
FAG
174
Fortitude Advisory Group
Washington
$61K +$61K +500 New
MHR
175
Matthew Hamilton Rosenberg
$57K – – –
5 6
7
8 9