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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

151 hedge funds and large institutions have $304M invested in First Trust US Equity Opportunities ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 75 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
151
Holders Change
-11
Holders Change %
-6.79%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
18
Reduced
75
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.86M
2
SEIA
2
Signature Estate & Investment Advisors
California
$1.32M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.81M
4
Jane Street
4
Jane Street
New York
$927K
5
IA
5
IFG Advisory
Georgia
$662K

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$0
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$0
3
SAG
3
SageView Advisory Group
California
$0
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$3.27M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.12M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
151
Tower Research Capital (TRC)
New York
$99 -$297 -3 -75%
SAG
152
SageView Advisory Group
California
– -$3.31M -71,526 Closed
GM
153
GeoWealth Management
Illinois
– -$7.55M -71,378 Closed
Janney Montgomery Scott
154
Janney Montgomery Scott
Pennsylvania
– -$5.01M -47,307 Closed
CBFP
155
Cedar Brook Financial Partners
Ohio
– -$1.5M -14,148 Closed
PFA
156
Pinnacle Family Advisors
Missouri
– -$723K -6,836 Closed
HWP
157
Hibernia Wealth Partners
Louisiana
– -$640K -6,047 Closed
Two Sigma Advisers
158
Two Sigma Advisers
New York
– -$455K -4,300 Closed
LWA
159
Lineweaver Wealth Advisors
Ohio
– -$544K -2,739 Closed
GIA
160
Gladstone Institutional Advisory
Florida
– -$270K -2,549 Closed
WI
161
Wintrust Investments
Illinois
– -$212K -2,008 Closed
SF
162
Synovus Financial
Georgia
– -$212K -2,007 Closed
EP
163
EPIQ Partners
Minnesota
– -$212K -2,000 Closed
DAS
164
Dynamic Advisor Solutions
Arizona
– -$203K -1,922 Closed
AWM
165
Apollon Wealth Management
South Carolina
– -$202K -1,905 Closed
ACA
166
Atlas Capital Advisors
Wyoming
– -$68.8K -650 Closed
TLA
167
Tanglewood Legacy Advisors
Texas
– -$40.7K -385 Closed
MHR
168
Matthew Hamilton Rosenberg
– -$24.4K -233 Closed
CA
169
CoreCap Advisors
Michigan
– -$20.3K -192 Closed
CP
170
Castleview Partners
Texas
– -$8.15K -77 Closed
TWC
171
TD Waterhouse Canada
Ontario, Canada
– -$5.16K -50 Closed
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