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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

57 hedge funds and large institutions have $166M invested in First Trust US Equity Opportunities ETF in 2014 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 31 increasing their positions, 4 reducing their positions, and 6 closing their positions.

Holders
57
Holders Change
+12
Holders Change %
+26.67%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
31
Reduced
4
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$40.5M
2
Comerica Bank
2
Comerica Bank
Texas
$17M
3
BTS
3
BB&T Securities
Virginia
$6.12M
4
Bank of America
4
Bank of America
North Carolina
$21.2M
5
VF
5
Virtu Financial
New York
$4.83M

Top Sellers

1
NYLIM
1
New York Life Investment Management
New York
$2.8M
2
SG Americas Securities
2
SG Americas Securities
New York
$0
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$446K
4
BCM
4
Barometer Capital Management
Ontario, Canada
$0
5
PFS
5
Prospera Financial Services
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$40.5M 881,995 +254,207 +40%
Bank of America
2
Bank of America
North Carolina
$21.2M 461,150 +117,156 +34%
Comerica Bank
3
Comerica Bank
Texas
$17M 369,913 +143,174 +63%
LPL Financial
4
LPL Financial
California
$11M 238,872 +47,595 +25%
Wells Fargo
5
Wells Fargo
California
$10.4M 225,866 +19,844 +10%
U
6
UBS
Switzerland
$9.58M 208,733 +69,673 +50%
BTS
7
BB&T Securities
Virginia
$6.12M 13,346 +13,346 New
VF
8
Virtu Financial
New York
$4.83M 105,267 +99,123 +1,613%
OC
9
Oppenheimer & Co
New York
$3.36M 73,141 +50,961 +230%
Ameriprise
10
Ameriprise
Minnesota
$3.08M 67,183 +63,071 +1,534%
GHF
11
Good Harbor Financial
Illinois
$2.84M 61,871 +24,015 +63%
NYLIM
12
New York Life Investment Management
New York
$2.8M 60,916 -91,090 -60%
CCMH
13
Cornerstone Capital Management Holdings
New York
$2.8M 60,916 +60,916 New
AIG
14
American International Group
New York
$2.32M 50,565 +37,226 +279%
BCI
15
Brinker Capital Investments
Pennsylvania
$2.2M 48,000 – –
VFS
16
VSR Financial Services
Kansas
$2.11M 45,957 +3,308 +8%
RJA
17
Raymond James & Associates
Florida
$2.09M 45,567 +2,344 +5%
MFS
18
MSI Financial Services
Massachusetts
$1.83M 39,919 +4,180 +12%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$1.65M 36,051 +8,060 +29%
CS
20
Credit Suisse
Switzerland
$1.54M 33,549 +33,549 New
PAG
21
Private Advisor Group
New Jersey
$1.52M 33,046 +6,385 +24%
CIBC World Market
22
CIBC World Market
Ontario, Canada
$1.48M 32,167 +2,431 +8%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.17M 25,548 +16,294 +176%
CWM
24
Concert Wealth Management
California
$1.02M 22,449 +9,762 +77%
Jane Street
25
Jane Street
New York
$1.01M 22,056 +22,056 New
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