FPX icon

First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

206 hedge funds and large institutions have $981M invested in First Trust US Equity Opportunities ETF in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 53 increasing their positions, 76 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
206
Holders Change
+13
Holders Change %
+6.74%
% of All Funds
3.18%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
33
Increased
53
Reduced
76
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$70.4M
2
CCP
Cassia Capital Partners
North Carolina
$6.47M
3
AOG
Alpha Omega Group
Virginia
$8.68M
4
LPL Financial
LPL Financial
California
$96.3M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.17M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$5.83M
2
AIP
Almanack Investment Partners
Pennsylvania
$269K
3
UBS Group
UBS Group
Switzerland
$47.6M
4
AWM
AE Wealth Management
Kansas
$745K
5
KAS
Kestra Advisory Services
Texas
$21.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
First Manhattan
176
First Manhattan
New York
$49K – – –
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$41K -$29.1K -239 -41%
CA
178
CoreCap Advisors
Michigan
$38K +$38K +314 New
HF
179
Halpern Financial
Virginia
$38K -$42.3K -345 -53%
CFD
180
Creative Financial Designs
Indiana
$35K – – –
BHWM
181
Beaird Harris Wealth Management
Texas
$34K +$34K +274 New
KFP
182
KB Financial Partners
New Jersey
$32K +$32K +263 New
Rockefeller Capital Management
183
Rockefeller Capital Management
New York
$27K -$84K -700 -76%
CWA
184
Clearview Wealth Advisors
Oregon
$27K – – –
EWM
185
Endurance Wealth Management
Rhode Island
$27K – – –
HCP
186
Hexagon Capital Partners
Arkansas
$26K – – –
RIM
187
Rockbridge Investment Management
New York
$25K – – –
LS
188
Leelyn Smith
Illinois
$21K -$123K -984 -85%
BWM
189
Baystate Wealth Management
Massachusetts
$17K – – –
BAM
190
Baldrige Asset Management
Pennsylvania
$16K – – –
CFCI
191
Comprehensive Financial Consultants Institutional
Indiana
$15K +$15K +145 New
CWC
192
Carolinas Wealth Consulting
North Carolina
$13K – – –
COCM
193
Charter Oak Capital Management
New Hampshire
$12K – – –
JPMorgan Chase & Co
194
JPMorgan Chase & Co
New York
$12K +$12K +100 New
BlackRock
195
BlackRock
New York
$9K – – –
CAL
196
Capital Analysts LLC
Pennsylvania
$9K – – –
AF
197
Allworth Financial
California
$8K – – –
KA
198
Kozak & Associates
Colorado
$7K – – –
TWC
199
TD Waterhouse Canada
Ontario, Canada
$6K +$6K +50 New
GTAM
200
Global Trust Asset Management
Florida
$6K – – –
5 6 7
8
9