FPX icon

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.

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

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$7.01M
2
Morgan Stanley
2
Morgan Stanley
New York
$186M
3
UBS Group
3
UBS Group
Switzerland
$57M
4
LFAS
4
Level Four Advisory Services
Texas
$0
5
CCP
5
Cassia Capital Partners
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
201
PRW Wealth Management
Massachusetts
– -$461K -3,616 Closed
Qube Research & Technologies (QRT)
202
Qube Research & Technologies (QRT)
United Kingdom
– -$425K -3,334 Closed
VFIC
203
Valley Forge Investment Consultants
Pennsylvania
– -$251K -1,970 Closed
LCWP
204
Legacy Capital Wealth Partners
Arkansas
– -$242K -1,897 Closed
TFS
205
Thoroughbred Financial Services
Tennessee
– -$219K -1,721 Closed
PWS
206
Paragon Wealth Strategies
Florida
– -$33K -261 Closed
5 6 7 8
9