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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

171 hedge funds and large institutions have $443M invested in First Trust US Equity Opportunities ETF in 2022 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 45 increasing their positions, 79 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
171
Holders Change
-7
Holders Change %
-3.93%
% of All Funds
2.96%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
7
Increased
45
Reduced
79
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$5.76M
2
Citadel Advisors
Citadel Advisors
Florida
$3.62M
3
Wells Fargo
Wells Fargo
California
$32.9M
4
PWA
PCG Wealth Advisors
Kansas
$2.95M
5
AAP
Arax Advisory Partners
Colorado
$5.76M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$5.19M
2
Bank of America
Bank of America
North Carolina
$22.4M
3
GM
GeoWealth Management
Illinois
$2.22M
4
Morgan Stanley
Morgan Stanley
New York
$78.1M
5
OMC
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
151
US Bancorp
Minnesota
$21K -$6.24K -77 -23%
EWM
152
Endurance Wealth Management
Rhode Island
$18K – – –
CWA
153
Clearview Wealth Advisors
Oregon
$18K – – –
CFGS
154
Concourse Financial Group Securities
Alabama
$17K -$2.12K -26 -11%
BCMLT
155
Beacon Capital Management LLC (Tennessee)
Tennessee
$16K – – –
LS
156
Leelyn Smith
Illinois
$14K – – –
HF
157
Halpern Financial
Virginia
$13.8K – – –
FA
158
Flagstar Advisors
New York
$12.4K +$12.4K +153 New
BWM
159
Baystate Wealth Management
Massachusetts
$11K – – –
CWC
160
Carolinas Wealth Consulting
North Carolina
$8K – – –
CP
161
Castleview Partners
Texas
$6K -$192K -2,464 -97%
CAL
162
Capital Analysts LLC
Pennsylvania
$6K – – –
AF
163
Allworth Financial
California
$5K – – –
KA
164
Kozak & Associates
Colorado
$5K – – –
TWC
165
TD Waterhouse Canada
Ontario, Canada
$4.15K – – –
MAM
166
Meeder Asset Management
Ohio
$4K – – –
SIC
167
Salem Investment Counselors
North Carolina
$2K – – –
CB
168
CNB Bank
Pennsylvania
$1K – – –
WWM
169
Wolff Wiese Magana
California
$1K – – –
Bank of Montreal
170
Bank of Montreal
Ontario, Canada
$154 -$24 -274 -13%
OMC
171
Old Mission Capital
Illinois
– -$3.14M -38,240 Closed
FTUS
172
Flow Traders U.S.
New York
– -$1.16M -14,056 Closed
Renaissance Technologies
173
Renaissance Technologies
New York
– -$616K -7,500 Closed
FFN
174
Focus Financial Network
Minnesota
– -$277K -3,371 Closed
M&T Bank
175
M&T Bank
New York
– -$263K -3,200 Closed
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