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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

134 hedge funds and large institutions have $469M invested in First Trust US Equity Opportunities ETF in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 44 increasing their positions, 54 reducing their positions, and 24 closing their positions.

Holders
134
Holders Change
-9
Holders Change %
-6.29%
% of All Funds
2.96%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
17
Increased
44
Reduced
54
Closed
24
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$112M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$14.8M
3
TC
3
Trilogy Capital
California
$5.65M
4
GSWM
4
Golden State Wealth Management
California
$3.5M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$7.75M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$36.3M
2
M&T Bank
2
M&T Bank
New York
$429K
3
SPC
3
Sigma Planning Corp
Michigan
$587K
4
DAS
4
Dynamic Advisor Solutions
Arizona
$0
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.95M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$112M 1,779,794 +532,736 +43%
Wells Fargo
2
Wells Fargo
California
$43.7M 692,787 +21,231 +3%
LPL Financial
3
LPL Financial
California
$39.8M 631,101 -1,086 -0.2%
UBS Group
4
UBS Group
Switzerland
$36.4M 577,386 -32,477 -5%
Bank of America
5
Bank of America
North Carolina
$36.3M 576,145 -265,832 -32%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$16.5M 262,173 +6,678 +3%
Osaic Holdings
7
Osaic Holdings
Arizona
$14.8M 234,171 +234,171 New
RJA
8
Raymond James & Associates
Florida
$13.7M 217,444 -52,347 -19%
Ameriprise
9
Ameriprise
Minnesota
$12.3M 195,442 +11,345 +6%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$12.2M 192,968 -42,083 -18%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$9.8M 155,542 +4,242 +3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$8.95M 142,048 -53,943 -28%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$7.75M 123,005 +34,355 +39%
TC
14
Trilogy Capital
California
$5.65M 77,589 +77,589 New
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$5.38M 85,373 +1,088 +1%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$5.13M 81,458 -1,913 -2%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$4.33M 68,769 +4,092 +6%
PFS
18
Prospera Financial Services
Texas
$3.73M 59,201 +650 +1%
Stifel Financial
19
Stifel Financial
Missouri
$3.6M 57,111 +742 +1%
DADC
20
D.A. Davidson & Co
Montana
$3.58M 56,823 -357 -0.6%
GSWM
21
Golden State Wealth Management
California
$3.5M 55,533 +55,533 New
PAG
22
Private Advisor Group
New Jersey
$3.08M 48,899 -3,346 -6%
AIP
23
Ahrens Investment Partners
Louisiana
$3.08M 48,875 -15,175 -24%
Truist Financial
24
Truist Financial
North Carolina
$2.74M 43,540 -5,919 -12%
IA
25
IFG Advisory
Georgia
$2.51M 39,846 -639 -2%
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