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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

68 hedge funds and large institutions have $151M invested in First Trust US Equity Opportunities ETF in 2014 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 21 reducing their positions, and 12 closing their positions.

Holders
68
Holders Change
+5
Holders Change %
+7.94%
% of All Funds
1.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
23
Reduced
21
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$13.4M
2
LWA
2
Lowe Wealth Advisors
Maryland
$3.79M
3
CPIG
3
Chicago Partners Investment Group
Illinois
$2.71M
4
Morgan Stanley
4
Morgan Stanley
New York
$37.2M
5
CS
5
Credit Suisse
Switzerland
$775K

Top Sellers

1
Comerica Bank
1
Comerica Bank
Texas
$772K
2
SMM
2
Stadion Money Management
Georgia
$0
3
Jane Street
3
Jane Street
New York
$0
4
Wells Fargo
4
Wells Fargo
California
$15.1M
5
Bank of America
5
Bank of America
North Carolina
$16.8M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$37.2M 739,534 +40,529 +6%
Bank of America
2
Bank of America
North Carolina
$16.8M 333,455 -29,087 -8%
Wells Fargo
3
Wells Fargo
California
$15.1M 301,203 -37,433 -11%
UBS Group
4
UBS Group
Switzerland
$13.4M 266,406 +266,406 New
LPL Financial
5
LPL Financial
California
$12.5M 248,662 -18,535 -7%
BTS
6
BB&T Securities
Virginia
$6.86M 13,646 +593 +5%
Ameriprise
7
Ameriprise
Minnesota
$4.1M 81,503 -3,384 -4%
LWA
8
Lowe Wealth Advisors
Maryland
$3.79M 75,434 +75,434 New
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$3.73M 74,180 +14,219 +24%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.38M 67,142 -593 -0.9%
CPIG
11
Chicago Partners Investment Group
Illinois
$2.71M 53,835 +53,835 New
AIG
12
American International Group
New York
$2.56M 50,896 -11,663 -19%
RJA
13
Raymond James & Associates
Florida
$2.5M 49,704 +2,502 +5%
CIBC World Market
14
CIBC World Market
Ontario, Canada
$2.49M 49,522 -315 -0.6%
BCI
15
Brinker Capital Investments
Pennsylvania
$2.41M 48,000 – –
VFS
16
VSR Financial Services
Kansas
$2.12M 42,186 -668 -2%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$1.98M 39,337 +12,682 +48%
GHF
18
Good Harbor Financial
Illinois
$1.75M 34,840 -4,574 -12%
AA
19
Ancora Advisors
Ohio
$1.06M 21,067 +813 +4%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.04M 20,778 +1,155 +6%
NAM
21
NTV Asset Management
West Virginia
$990K 19,702 -799 -4%
CS
22
Credit Suisse
Switzerland
$775K 15,405 +15,405 New
Comerica Bank
23
Comerica Bank
Texas
$772K 15,340 -317,722 -95%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$712K 14,168 +1,154 +9%
MFS
25
MSI Financial Services
Massachusetts
$696K 13,840 +5,021 +57%
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