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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

192 hedge funds and large institutions have $721M invested in First Trust US Equity Opportunities ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 90 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
-14
Holders Change %
-6.8%
% of All Funds
3.04%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
19
Increased
44
Reduced
90
Closed
31
Calls
$98K
Puts
–
Net Calls
+$98K
Net Calls Change
+$98K

Top Buyers

1
WA
Win Advisors
Florida
$21.3M
2
TWM
TMD Wealth Management
Arizona
$13M
3
ACA
Ascension Capital Advisors
Texas
$4.85M
4
WWM
Western Wealth Management
Colorado
$6.4M
5
Ameriprise
Ameriprise
Minnesota
$18.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$134M
2
LPL Financial
LPL Financial
California
$65.2M
3
UBS Group
UBS Group
Switzerland
$25M
4
TCWA
Ten Capital Wealth Advisors
Washington
$9.99M
5
Wells Fargo
Wells Fargo
California
$50M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSWM
151
Tyler-Stone Wealth Management
Ohio
$161K – – –
William Blair & Company
152
William Blair & Company
Illinois
$154K – – –
Koshinski Asset Management
153
Koshinski Asset Management
Illinois
$139K – – –
Rockefeller Capital Management
154
Rockefeller Capital Management
New York
$136K +$112K +1,026 +456%
BWM
155
BerganKDV Wealth Management
Minnesota
$134K – – –
APA
156
American Portfolios Advisors
New York
$126K +$4.69K +43 +4%
CHC
157
City Holding Co
West Virginia
$115K – – –
AIP
158
Ameritas Investment Partners
Nebraska
$111K -$6.6K -61 -6%
ST
159
Smithfield Trust
Pennsylvania
$82K +$82K +750 New
GWSG
160
GPS Wealth Strategies Group
Colorado
$67K – – –
UB
161
UMB Bank
Missouri
$62K – – –
SAM
162
Strategic Asset Management
Minnesota
$62K – – –
SSB
163
Sandy Spring Bank
Maryland
$58K – – –
First Manhattan
164
First Manhattan
New York
$43K – – –
MHR
165
Matthew Hamilton Rosenberg
$41K – – –
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$36K -$875 -8 -2%
HF
167
Halpern Financial
Virginia
$33.8K – – –
CFD
168
Creative Financial Designs
Indiana
$31K – – –
BHWM
169
Beaird Harris Wealth Management
Texas
$30K – – –
GRP
170
Global Retirement Partners
California
$30K +$30K +348 New
CFGS
171
Concourse Financial Group Securities
Alabama
$26K -$396K -3,583 -94%
EWM
172
Endurance Wealth Management
Rhode Island
$24K – – –
CWA
173
Clearview Wealth Advisors
Oregon
$24K – – –
HCP
174
Hexagon Capital Partners
Arkansas
$23K – – –
BCMLT
175
Beacon Capital Management LLC (Tennessee)
Tennessee
$22K +$22K +200 New
5 6
7
8 9