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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

178 hedge funds and large institutions have $490M invested in First Trust US Equity Opportunities ETF in 2022 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 81 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
178
Holders Change
-14
Holders Change %
-7.29%
% of All Funds
3.01%
Holding in Top 10
4
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-50%
% of All Funds
0.07%
New
14
Increased
47
Reduced
81
Closed
25
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GM
GeoWealth Management
Illinois
+$9.93M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$5.72M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.17M
4
OMC
Old Mission Capital
Illinois
+$2.83M
5
PAG
Private Advisor Group
New Jersey
+$1.35M

Top Sellers

1
WA
Win Advisors
Florida
-$16.1M
2
Morgan Stanley
Morgan Stanley
New York
-$14.3M
3
Wells Fargo
Wells Fargo
California
-$6.21M
4
Stifel Financial
Stifel Financial
Missouri
-$4.76M
5
LPL Financial
LPL Financial
California
-$4.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSB
151
Sandy Spring Bank
Maryland
$44K – – –
WT
152
Whittier Trust
California
$42K +$42K +516 New
WA
153
Win Advisors
Florida
$36K -$16.1M -194,580 -100%
First Manhattan
154
First Manhattan
New York
$33K – – –
MHR
155
Matthew Hamilton Rosenberg
$32K – – –
GRP
156
Global Retirement Partners
California
$29K – – –
US Bancorp
157
US Bancorp
Minnesota
$27K -$920K -11,444 -97%
Fifth Third Bancorp
158
Fifth Third Bancorp
Ohio
$27K – – –
CA
159
CoreCap Advisors
Michigan
$26K +$26K +314 New
BHWM
160
Beaird Harris Wealth Management
Texas
$23K – – –
BCMLT
161
Beacon Capital Management LLC (Tennessee)
Tennessee
$22K – – –
CFGS
162
Concourse Financial Group Securities
Alabama
$19K – – –
EWM
163
Endurance Wealth Management
Rhode Island
$18K – – –
CWA
164
Clearview Wealth Advisors
Oregon
$18K – – –
LS
165
Leelyn Smith
Illinois
$14K – – –
HF
166
Halpern Financial
Virginia
$14K -$11.5K -140 -45%
BWM
167
Baystate Wealth Management
Massachusetts
$12K – – –
CWC
168
Carolinas Wealth Consulting
North Carolina
$9K – – –
CAL
169
Capital Analysts LLC
Pennsylvania
$6K – – –
AF
170
Allworth Financial
California
$5K – – –
KA
171
Kozak & Associates
Colorado
$5K – – –
TWC
172
TD Waterhouse Canada
Ontario, Canada
$4.16K – – –
MAM
173
Meeder Asset Management
Ohio
$4K – – –
SIC
174
Salem Investment Counselors
North Carolina
$2K +$2K +24 New
WWM
175
Wolff Wiese Magana
California
$1K – – –
5 6
7
8 9