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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

192 hedge funds and large institutions have $721M invested in First Trust US Equity Opportunities ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 90 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
192
Holders Change
-14
Holders Change %
-6.8%
% of All Funds
3.04%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
19
Increased
44
Reduced
90
Closed
31
Calls
$98K
Puts
–
Net Calls
+$98K
Net Calls Change
+$98K

Top Buyers

1
WA
Win Advisors
Florida
$21.3M
2
TWM
TMD Wealth Management
Arizona
$13M
3
ACA
Ascension Capital Advisors
Texas
$4.85M
4
WWM
Western Wealth Management
Colorado
$6.4M
5
Ameriprise
Ameriprise
Minnesota
$18.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$134M
2
LPL Financial
LPL Financial
California
$65.2M
3
UBS Group
UBS Group
Switzerland
$25M
4
TCWA
Ten Capital Wealth Advisors
Washington
$9.99M
5
Wells Fargo
Wells Fargo
California
$50M
Name Holding Trade Value Shares
Change 		Shares
Change %
LS
176
Leelyn Smith
Illinois
$18K – – –
BWM
177
Baystate Wealth Management
Massachusetts
$15K – – –
CWC
178
Carolinas Wealth Consulting
North Carolina
$11K – – –
BlackRock
179
BlackRock
New York
$8K – – –
CAL
180
Capital Analysts LLC
Pennsylvania
$8K – – –
SBL
181
Sargent Bickham Lagudis
Colorado
$8K +$8K +70 New
CP
182
Castleview Partners
Texas
$8K +$8K +77 New
AF
183
Allworth Financial
California
$7K – – –
KA
184
Kozak & Associates
Colorado
$7K – – –
TWC
185
TD Waterhouse Canada
Ontario, Canada
$5.49K – – –
GTAM
186
Global Trust Asset Management
Florida
$5K – – –
MAM
187
Meeder Asset Management
Ohio
$5K +$5K +50 New
PA
188
Parallel Advisors
California
$3K – – –
LAS
189
Lloyd Advisory Services
Georgia
$1K -$1.67K -15 -63%
WWM
190
Wolff Wiese Magana
California
$1K – – –
CA
191
Clearstead Advisors
Ohio
$1K +$1K +6 New
Janney Montgomery Scott
192
Janney Montgomery Scott
Pennsylvania
– -$8.23M -67,161 Closed
EIA
193
Eldridge Investment Advisors
New Hampshire
– -$1.73M -14,154 Closed
GM
194
GeoWealth Management
Illinois
– -$1.14M -9,340 Closed
CAAS
195
Capital Asset Advisory Services
Michigan
– -$667K -5,444 Closed
LWAC
196
Laurel Wealth Advisors (California)
California
– -$581K -4,744 Closed
TCM
197
Triumph Capital Management
Colorado
– -$393K -3,206 Closed
AA
198
Advisory Alpha
Michigan
– -$369K -3,015 Closed
FAIM
199
Financial Advocates Investment Management
Washington
– -$313K -2,552 Closed
Renaissance Technologies
200
Renaissance Technologies
New York
– -$294K -2,400 Closed
5 6 7
8
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