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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

135 hedge funds and large institutions have $538M invested in First Trust US Equity Opportunities ETF in 2019 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 57 increasing their positions, 40 reducing their positions, and 16 closing their positions.

Holders
135
Holders Change
+4
Holders Change %
+3.05%
% of All Funds
2.97%
Holding in Top 10
–
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
57
Reduced
40
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$56.5M
2
Morgan Stanley
2
Morgan Stanley
New York
$88.6M
3
IA
3
IFP Advisors
Florida
$6.32M
4
Bank of America
4
Bank of America
North Carolina
$68.5M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$3.88M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$48.5M
2
SWM
2
Sequoia Wealth Management
Illinois
$0
3
BCM
3
Barometer Capital Management
Ontario, Canada
$0
4
Jane Street
4
Jane Street
New York
$1.57M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$4.97M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$88.6M 1,168,559 +112,168 +11%
Bank of America
2
Bank of America
North Carolina
$68.5M 902,873 +82,514 +10%
Wells Fargo
3
Wells Fargo
California
$56.5M 744,609 +202,556 +37%
LPL Financial
4
LPL Financial
California
$48.5M 639,459 -60,506 -9%
UBS Group
5
UBS Group
Switzerland
$36.1M 476,701 +3,561 +0.8%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$18.4M 242,178 +34,863 +17%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$17.2M 226,316 +15,895 +8%
RJA
8
Raymond James & Associates
Florida
$16.1M 212,881 +30,540 +17%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$14.9M 196,878 +11,343 +6%
Ameriprise
10
Ameriprise
Minnesota
$11.8M 156,593 +19,238 +14%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$11.6M 153,208 -6,022 -4%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$8.21M 108,229 +31,458 +41%
AG
13
Advisor Group
Arizona
$6.59M 86,921 +10,224 +13%
JPMPWA
14
J.P. Morgan Private Wealth Advisors
California
$6.56M 86,455 +3,870 +5%
IA
15
IFP Advisors
Florida
$6.32M 83,847 +83,847 New
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$6.28M 82,840 +948 +1%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$5.36M 70,746 -9,228 -12%
SPC
18
Sigma Planning Corp
Michigan
$5.11M 67,377 +2,469 +4%
AIP
19
Ahrens Investment Partners
Louisiana
$5.08M 66,968 -4,622 -6%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$4.97M 65,584 -17,392 -21%
DADC
21
D.A. Davidson & Co
Montana
$4.34M 57,269 -681 -1%
PFS
22
Prospera Financial Services
Texas
$4.12M 54,273 +1,427 +3%
PAG
23
Private Advisor Group
New Jersey
$4.11M 54,246 -2,614 -5%
GSWM
24
Golden State Wealth Management
California
$3.94M 52,015 +2,162 +4%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$3.88M 51,191 +44,115 +623%
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