FPX icon

First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

196 hedge funds and large institutions have $1.12B invested in First Trust US Equity Opportunities ETF in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 75 increasing their positions, 60 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
–
Holders Change %
0%
% of All Funds
3.42%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
20
Increased
75
Reduced
60
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
$46.7M
2
Goldman Sachs
Goldman Sachs
New York
$8.06M
3
Ameriprise
Ameriprise
Minnesota
$21.9M
4
CA
Cetera Advisors
Colorado
$5.37M
5
AAS
Avantax Advisory Services
Texas
$3.38M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$222M
2
LCWP
Legacy Capital Wealth Partners
Arkansas
$242K
3
Wells Fargo
Wells Fargo
California
$64.3M
4
TC
Trilogy Capital
California
$0
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
$17.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWS
176
Paragon Wealth Strategies
Florida
$33K +$33K +261 New
CWA
177
Clearview Wealth Advisors
Oregon
$29K – – –
EWM
178
Endurance Wealth Management
Rhode Island
$28K – – –
HCP
179
Hexagon Capital Partners
Arkansas
$27K – – –
RIM
180
Rockbridge Investment Management
New York
$25K – – –
NL
181
NEPC LLC
Massachusetts
$22.7K +$22.7K +178 New
SIM
182
Sonora Investment Management
Arizona
$19K -$3.1K -24 -14%
BWM
183
Baystate Wealth Management
Massachusetts
$18K – – –
BAM
184
Baldrige Asset Management
Pennsylvania
$17K +$17K +133 New
BlackRock
185
BlackRock
New York
$14K – – –
CWC
186
Carolinas Wealth Consulting
North Carolina
$13K – – –
LWM
187
Liberty Wealth Management
California
$13K +$125 +1 +1%
COCM
188
Charter Oak Capital Management
New Hampshire
$12K – – –
CP
189
Castleview Partners
Texas
$10K +$10K +78 New
CAL
190
Capital Analysts LLC
Pennsylvania
$9K – – –
AF
191
Allworth Financial
California
$8K – – –
GTAM
192
Global Trust Asset Management
Florida
$6K -$252K -2,101 -98%
TF
193
TimeScale Financial
Massachusetts
$6K -$153K -1,124 -96%
JFA
194
JNBA Financial Advisors
Minnesota
$6K +$6K +45 New
PA
195
Parallel Advisors
California
$4K – – –
PFGIA
196
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
TC
197
Trilogy Capital
California
– -$8.87M -74,473 Closed
SAM
198
Secure Asset Management
Michigan
– -$4.38M -20,083 Closed
Citadel Advisors
199
Citadel Advisors
Florida
– -$2.26M -18,983 Closed
LA
200
LexAurum Advisors
Kansas
– -$2.01M -16,898 Closed
5 6 7
8
9