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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

63 hedge funds and large institutions have $168M invested in First Trust US Equity Opportunities ETF in 2014 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 8 closing their positions.

Holders
63
Holders Change
+6
Holders Change %
+10.53%
% of All Funds
1.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
21
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SMM
1
Stadion Money Management
Georgia
$9.33M
2
Wells Fargo
2
Wells Fargo
California
$16.3M
3
Jane Street
3
Jane Street
New York
$3.33M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.26M
5
Morgan Stanley
5
Morgan Stanley
New York
$33.6M

Top Sellers

1
Comerica Bank
1
Comerica Bank
Texas
$16M
2
GHF
2
Good Harbor Financial
Illinois
$1.9M
3
PAG
3
Private Advisor Group
New Jersey
$438K
4
CWM
4
Concert Wealth Management
California
$267K
5
Goldman Sachs
5
Goldman Sachs
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$33.6M 699,005 +34,208 +5%
Bank of America
2
Bank of America
North Carolina
$17.4M 362,542 -2,476 -0.7%
Wells Fargo
3
Wells Fargo
California
$16.3M 338,636 +111,408 +49%
Comerica Bank
4
Comerica Bank
Texas
$16M 333,062 -31,183 -9%
LPL Financial
5
LPL Financial
California
$12.6M 267,197 +25,323 +10%
U
6
UBS
Switzerland
$10.9M 226,979 +21,428 +10%
SMM
7
Stadion Money Management
Georgia
$9.33M 194,056 +194,056 New
BTS
8
BB&T Securities
Virginia
$6.28M 13,053 -459 -3%
Ameriprise
9
Ameriprise
Minnesota
$4.08M 84,887 +3,430 +4%
Jane Street
10
Jane Street
New York
$3.33M 69,286 +69,286 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.26M 67,735 +45,446 +204%
AIG
12
American International Group
New York
$3.01M 62,559 +5,590 +10%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.88M 59,961 +17,816 +42%
CIBC World Market
14
CIBC World Market
Ontario, Canada
$2.4M 49,837 -789 -2%
BCI
15
Brinker Capital Investments
Pennsylvania
$2.31M 48,000 – –
RJA
16
Raymond James & Associates
Florida
$2.27M 47,202 +2,495 +6%
VFS
17
VSR Financial Services
Kansas
$2.06M 42,854 -6,862 -14%
GHF
18
Good Harbor Financial
Illinois
$1.9M 39,414 -22,026 -36%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.28M 26,655 +4,690 +21%
CS
20
Comerica Securities
Michigan
$1.27M 26,333 +26,333 New
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.25M 25,990 +25,990 New
BCM
22
Barometer Capital Management
Ontario, Canada
$1.22M 25,300 +25,300 New
VF
23
Virtu Financial
New York
$1.07M 22,186 +9,301 +72%
NAM
24
NTV Asset Management
West Virginia
$985K 20,501 -300 -1%
AA
25
Ancora Advisors
Ohio
$974K 20,254 -238 -1%
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