FPX icon

First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

166 hedge funds and large institutions have $402M invested in First Trust US Equity Opportunities ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 24 increasing their positions, 79 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
166
Holders Change
+14
Holders Change %
+9.21%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
24
Reduced
79
Closed
9
Calls
$115K
Puts
$86K
Net Calls
+$29K
Net Calls Change
+$29K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$122M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$6.37M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.55M
4
CCP
4
Cassia Capital Partners
North Carolina
$6.16M
5
CA
5
Calton & Associates
Florida
$1.51M

Top Sellers

1
EFG
1
Ethos Financial Group
Pennsylvania
$0
2
IAIM
2
International Assets Investment Management
Florida
$0
3
GM
3
GeoWealth Management
Illinois
$0
4
TWM
4
TMD Wealth Management
Arizona
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$6.94M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWC
151
Carolinas Wealth Consulting
North Carolina
$9.97K – – –
MFT
152
Moisand Fitzgerald Tamayo
Florida
$9.11K +$9.11K +95 New
OSAM
153
O'Shaughnessy Asset Management
Connecticut
$8.92K -$14.9K -155 -63%
CP
154
Castleview Partners
Texas
$7.38K – – –
CAL
155
Capital Analysts LLC
Pennsylvania
$7K – – –
HF
156
Halpern Financial
Virginia
$6.36K – – –
KA
157
Kozak & Associates
Colorado
$5.8K -$368 -4 -6%
FWM
158
FSA Wealth Management
Massachusetts
$5K +$5K +51 New
TWC
159
TD Waterhouse Canada
Ontario, Canada
$4.52K – – –
Comerica Bank
160
Comerica Bank
Texas
$3.36K – – –
OP
161
ORG Partners
Indiana
$2.82K +$2.82K +29 New
BAM
162
Byrne Asset Management
New Jersey
$1.45K +$1.45K +15 New
CJ
163
Caitlin John
Michigan
$1.15K +$1.15K +12 New
WWM
164
Wolff Wiese Magana
California
$768 – – –
DFA
165
DHJJ Financial Advisors
Illinois
$576 – – –
TRCT
166
Tower Research Capital (TRC)
New York
$575 -$5.75K -60 -91%
IAIM
167
International Assets Investment Management
Florida
– -$5.38M -169,028 Closed
EFG
168
Ethos Financial Group
Pennsylvania
– -$6.35M -75,624 Closed
GM
169
GeoWealth Management
Illinois
– -$4.63M -55,161 Closed
TWM
170
TMD Wealth Management
Arizona
– -$4.01M -47,705 Closed
WT
171
Whittier Trust
California
– -$96.3K -1,147 Closed
Fifth Third Bancorp
172
Fifth Third Bancorp
Ohio
– -$20.2K -240 Closed
RDIA
173
RE Dickinson Investment Advisors
Iowa
– -$17K -200 Closed
Bank of Montreal
174
Bank of Montreal
Ontario, Canada
– -$14.5K -165 Closed
CFGS
175
Concourse Financial Group Securities
Alabama
– -$2.44K -29 Closed
3 4 5 6
7