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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

162 hedge funds and large institutions have $330M invested in First Trust US Equity Opportunities ETF in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 26 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+11
Holders Change %
+7.28%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
26
Increased
26
Reduced
67
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CWM
1
Congress Wealth Management
Massachusetts
$8.68M
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$5.18M
3
AWM
3
AE Wealth Management
Kansas
$3.11M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$4.28M
5
Goldman Sachs
5
Goldman Sachs
New York
$5.26M

Top Sellers

1
AAP
1
Arax Advisory Partners
Colorado
$880K
2
LPL Financial
2
LPL Financial
California
$32.2M
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.38M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.16M
5
CCA
5
Cottonwood Capital Advisors
Utah
$259K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
151
Capital Analysts LLC
Pennsylvania
$8K – – –
HF
152
Halpern Financial
Virginia
$7.66K – – –
KA
153
Kozak & Associates
Colorado
$7.18K – – –
HBW
154
Hazlett, Burt & Watson
West Virginia
$7K -$5.22K -50 -43%
FWM
155
FSA Wealth Management
Massachusetts
$5.62K +$5.62K +51 New
AFWM
156
Abich Financial Wealth Management
Virginia
$4.85K -$16.3K -148 -77%
FNWA
157
Financial Network Wealth Advisors
Utah
$4.41K +$4.41K +40 New
Comerica Bank
158
Comerica Bank
Texas
$3.64K – – –
OP
159
ORG Partners
Indiana
$3.24K – – –
CJ
160
Caitlin John
Michigan
$1.48K – – –
WWM
161
Wolff Wiese Magana
California
$882 – – –
DFA
162
DHJJ Financial Advisors
Illinois
$662 – – –
Jane Street
163
Jane Street
New York
– -$927K -9,331 Closed
IA
164
IFG Advisory
Georgia
– -$662K -6,668 Closed
AAS
165
Ameritas Advisory Services
Nebraska
– -$308K -3,100 Closed
SA
166
Sanctuary Advisors
Indiana
– -$218K -2,161 Closed
ARG
167
Advisory Resource Group
Oklahoma
– -$209K -2,107 Closed
IAIM
168
International Assets Investment Management
Florida
– -$62K -624 Closed
GWM
169
Geneos Wealth Management
Colorado
– -$49.7K -500 Closed
TSMHT
170
Thurston Springer Miller Herd & Titak
Indiana
– -$19.9K -200 Closed
RFA
171
Register Financial Advisors
Georgia
– -$12.3K -124 Closed
SS
172
Sunbelt Securities
Texas
– -$10.3K -104 Closed
US Bancorp
173
US Bancorp
Minnesota
– -$9.93K -100 Closed
LIA
174
Lynx Investment Advisory
District of Columbia
– -$2.52K -25 Closed
TRCT
175
Tower Research Capital (TRC)
New York
– -$99 -1 Closed
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