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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

89 hedge funds and large institutions have $370M invested in First Trust US Equity Opportunities ETF in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 15 reducing their positions, and 8 closing their positions.

Holders
89
Holders Change
+7
Holders Change %
+8.54%
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
44
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citigroup
1
Citigroup
New York
$64.2M
2
Wells Fargo
2
Wells Fargo
California
$35.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$69.6M
4
BTS
4
BB&T Securities
Virginia
$9.01M
5
Bank of America
5
Bank of America
North Carolina
$29.7M

Top Sellers

1
MML Investors Services
1
MML Investors Services
Massachusetts
$1.61M
2
UBS Group
2
UBS Group
Switzerland
$23.7M
3
RWM
3
Rezny Wealth Management
Florida
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$733K
5
CPIG
5
Chicago Partners Investment Group
Illinois
$329K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$69.6M 1,165,989 +140,844 +14%
Citigroup
2
Citigroup
New York
$64.2M 1,075,543 +1,064,900 +10,006%
Wells Fargo
3
Wells Fargo
California
$35.5M 595,396 +150,503 +34%
LPL Financial
4
LPL Financial
California
$29.9M 501,429 +20,301 +4%
Bank of America
5
Bank of America
North Carolina
$29.7M 498,184 +73,852 +17%
UBS Group
6
UBS Group
Switzerland
$23.7M 397,584 -253,737 -39%
BTS
7
BB&T Securities
Virginia
$9.01M 150,985 +134,575 +820%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$7.37M 123,486 +24,200 +24%
RJA
9
Raymond James & Associates
Florida
$7.36M 123,234 +20,999 +21%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$7.01M 117,494 +11,734 +11%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$6.31M 105,758 +26,954 +34%
Ameriprise
12
Ameriprise
Minnesota
$5.31M 87,257 -708 -0.8%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$5.07M 84,997 +12,126 +17%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$5.05M 84,571 +20,023 +31%
BCI
15
Brinker Capital Investments
Pennsylvania
$4.24M 71,000 -17,000 -19%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$3.63M 60,753 +10,442 +21%
AIP
17
Ahrens Investment Partners
Louisiana
$3.3M 55,200 +46,050 +503%
AG
18
Advisor Group
Arizona
$2.81M 47,062 +4,571 +11%
AI
19
Atria Investments
North Carolina
$2.7M 45,300 -117 -0.3%
DADC
20
D.A. Davidson & Co
Montana
$2.65M 44,467 +5,710 +15%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$2.28M 38,259 +14,241 +59%
IH
22
IFC Holdings
Florida
$2.08M 34,967 +31,388 +877%
TRCT
23
Tower Research Capital (TRC)
New York
$1.97M 33,019 +33,019 New
FAAS
24
First Allied Advisory Services
California
$1.95M 32,560 +24,996 +330%
WI
25
Wintrust Investments
Illinois
$1.88M 31,493 +4,815 +18%
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