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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

152 hedge funds and large institutions have $331M invested in First Trust US Equity Opportunities ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 67 reducing their positions, and 23 closing their positions.

Holders
152
Holders Change
-8
Holders Change %
-5%
% of All Funds
2.42%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
24
Reduced
67
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EFG
1
Ethos Financial Group
Pennsylvania
$6.35M
2
IAIM
2
International Assets Investment Management
Florida
$5.38M
3
Wealth Enhancement Advisory Services
3
Wealth Enhancement Advisory Services
Minnesota
$5.06M
4
TWM
4
TMD Wealth Management
Arizona
$4.01M
5
GM
5
GeoWealth Management
Illinois
$4.63M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$55.1M
2
KAS
2
Kestra Advisory Services
Texas
$2.81M
3
PCIA
3
Prime Capital Investment Advisors
Kansas
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$7.32M
5
PNC Financial Services Group
5
PNC Financial Services Group
Pennsylvania
$681K
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
151
Wolff Wiese Magana
California
$672 – – –
DFA
152
DHJJ Financial Advisors
Illinois
$504 +$504 +6 New
PCIA
153
Prime Capital Investment Advisors
Kansas
– -$5.92M -67,152 Closed
CA
154
Calton & Associates
Florida
– -$1.39M -15,768 Closed
RL
155
Retireful LLC
Michigan
– -$848K -9,614 Closed
Two Sigma Investments
156
Two Sigma Investments
New York
– -$529K -6,000 Closed
Two Sigma Advisers
157
Two Sigma Advisers
New York
– -$520K -5,900 Closed
Jane Street
158
Jane Street
New York
– -$482K -5,466 Closed
TWM
159
Triton Wealth Management
Arizona
– -$368K -4,001 Closed
HF
160
HRT Financial
New York
– -$335K -3,808 Closed
WAP
161
Wealthcare Advisory Partners
Pennsylvania
– -$286K -3,238 Closed
WEG
162
World Equity Group
Illinois
– -$261K -2,958 Closed
AWM
163
Apollon Wealth Management
South Carolina
– -$216K -2,454 Closed
KFA
164
Kapstone Financial Advisors
Ohio
– -$229K -2,440 Closed
AP
165
Appleton Partners
Massachusetts
– -$213K -2,416 Closed
TI
166
tru Independence
Oregon
– -$206K -2,340 Closed
CB
167
Commerce Bank
Missouri
– -$203K -2,301 Closed
WP
168
WealthPLAN Partners
Nebraska
– -$113K -1,276 Closed
MIH
169
Meitav Investment House
Israel
– -$59.5K -684 Closed
Qube Research & Technologies (QRT)
170
Qube Research & Technologies (QRT)
United Kingdom
– -$12.5K -319 Closed
CWA
171
Clearview Wealth Advisors
Oregon
– -$19.8K -224 Closed
RA
172
Rise Advisors
New York
– -$17.6K -199 Closed
US Bancorp
173
US Bancorp
Minnesota
– -$7.05K -80 Closed
OP
174
ORG Partners
Indiana
– -$2.6K -29 Closed
BlackRock
175
BlackRock
New York
– -$67 -1 Closed
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