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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

193 hedge funds and large institutions have $995M invested in First Trust US Equity Opportunities ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 65 increasing their positions, 66 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
193
Holders Change
-3
Holders Change %
-1.53%
% of All Funds
3.39%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
14
Increased
65
Reduced
66
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AIP
Almanack Investment Partners
Pennsylvania
$9.55M
2
GLA
Good Life Advisors
Pennsylvania
$6.76M
3
Stifel Financial
Stifel Financial
Missouri
$12M
4
Citadel Advisors
Citadel Advisors
Florida
$3.01M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$22.4M

Top Sellers

1
AWM
AE Wealth Management
Kansas
$7.01M
2
Morgan Stanley
Morgan Stanley
New York
$186M
3
UBS Group
UBS Group
Switzerland
$57M
4
LFAS
Level Four Advisory Services
Texas
$0
5
CCP
Cassia Capital Partners
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
176
Rockbridge Investment Management
New York
$25K – – –
FA
177
Flagstar Advisors
New York
$19K +$19K +153 New
SIM
178
Sonora Investment Management
Arizona
$18K – – –
BWM
179
Baystate Wealth Management
Massachusetts
$17K – – –
BAM
180
Baldrige Asset Management
Pennsylvania
$16K – – –
LWM
181
Liberty Wealth Management
California
$13K – – –
CWC
182
Carolinas Wealth Consulting
North Carolina
$13K – – –
COCM
183
Charter Oak Capital Management
New Hampshire
$12K – – –
NL
184
NEPC LLC
Massachusetts
$11K -$11K -89 -50%
BlackRock
185
BlackRock
New York
$10K -$4.68K -36 -32%
CAL
186
Capital Analysts LLC
Pennsylvania
$9K – – –
KA
187
Kozak & Associates
Colorado
$9K +$9K +66 New
AF
188
Allworth Financial
California
$8K – – –
JFA
189
JNBA Financial Advisors
Minnesota
$6K – – –
GTAM
190
Global Trust Asset Management
Florida
$6K – – –
TF
191
TimeScale Financial
Massachusetts
$5K – – –
PA
192
Parallel Advisors
California
$4K – – –
PFGIA
193
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
LFAS
194
Level Four Advisory Services
Texas
– -$7.58M -59,427 Closed
CCP
195
Cassia Capital Partners
North Carolina
– -$6.71M -52,601 Closed
Susquehanna International Group
196
Susquehanna International Group
Pennsylvania
– -$2.02M -15,839 Closed
Renaissance Technologies
197
Renaissance Technologies
New York
– -$548K -4,300 Closed
JPMorgan Chase & Co
198
JPMorgan Chase & Co
New York
– -$530K -4,160 Closed
CAN
199
Claraphi Advisory Network
United States
– -$501K -3,932 Closed
Barclays
200
Barclays
United Kingdom
– -$494K -3,875 Closed
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