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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

116 hedge funds and large institutions have $522M invested in First Trust US Equity Opportunities ETF in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 25 reducing their positions, and 8 closing their positions.

Holders
116
Holders Change
+4
Holders Change %
+3.57%
% of All Funds
2.66%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
14
Increased
51
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citigroup
1
Citigroup
New York
$67.5M
2
CWM
2
Cornerstone Wealth Management
Missouri
$8.79M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$18.7M
4
Bank of America
4
Bank of America
North Carolina
$48.1M
5
RJA
5
Raymond James & Associates
Florida
$12.9M

Top Sellers

1
MIH
1
Meitav Investment House
Israel
$0
2
UBS Group
2
UBS Group
Switzerland
$29.9M
3
NFG
3
Next Financial Group
Texas
$0
4
Wells Fargo
4
Wells Fargo
California
$53.9M
5
MIAN
5
Mariner Independent Advisor Network
Kansas
$893K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$81.7M 1,143,699 +9,943 +0.9%
Citigroup
2
Citigroup
New York
$67.5M 944,594 +412,195 +77%
Wells Fargo
3
Wells Fargo
California
$53.9M 754,023 -20,143 -3%
Bank of America
4
Bank of America
North Carolina
$48.1M 673,706 +64,488 +11%
LPL Financial
5
LPL Financial
California
$46.5M 650,393 +29,756 +5%
UBS Group
6
UBS Group
Switzerland
$29.9M 417,931 -209,093 -33%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$18.7M 262,346 +99,522 +61%
RJA
8
Raymond James & Associates
Florida
$12.9M 181,256 +40,291 +29%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$11.5M 160,902 +17,030 +12%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$10.5M 146,906 +16,710 +13%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$9.86M 138,029 +6,484 +5%
Ameriprise
12
Ameriprise
Minnesota
$9.02M 124,834 +1,549 +1%
CWM
13
Cornerstone Wealth Management
Missouri
$8.79M 631,302 +622,457 +7,037%
FAAS
14
First Allied Advisory Services
California
$6.7M 93,564 +24,854 +36%
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$6.32M 88,497 +2,609 +3%
AIP
16
Ahrens Investment Partners
Louisiana
$5.75M 80,500 +4,668 +6%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$5.35M 78,169 – –
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$4.77M 66,705 -877 -1%
DADC
19
D.A. Davidson & Co
Montana
$4.46M 62,498 +1,410 +2%
AI
20
Atria Investments
North Carolina
$3.91M 54,787 -956 -2%
AG
21
Advisor Group
Arizona
$3.89M 54,413 -4,728 -8%
BCI
22
Brinker Capital Investments
Pennsylvania
$3.79M 53,000 – –
SWM
23
Sequoia Wealth Management
Illinois
$3.32M 46,221 +4,270 +10%
SPC
24
Sigma Planning Corp
Michigan
$3.25M 45,494 +3,282 +8%
Jane Street
25
Jane Street
New York
$3.08M 43,114 +7,298 +20%
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