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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

132 hedge funds and large institutions have $604M invested in First Trust US Equity Opportunities ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 35 increasing their positions, 57 reducing their positions, and 17 closing their positions.

Holders
132
Holders Change
-2
Holders Change %
-1.49%
% of All Funds
2.71%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
35
Reduced
57
Closed
17
Calls
$83K
Puts
–
Net Calls
+$83K
Net Calls Change
+$83K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$13.1M
2
SPC
2
Sigma Planning Corp
Michigan
$6.72M
3
LFAS
3
Level Four Advisory Services
Texas
$5.22M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$13.3M
5
BFEC
5
Benjamin F. Edwards & Company
Missouri
$3.73M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$46.1M
2
Morgan Stanley
2
Morgan Stanley
New York
$142M
3
Ameriprise
3
Ameriprise
Minnesota
$12.4M
4
GSWM
4
Golden State Wealth Management
California
$0
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$19.1M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$142M 1,698,350 -81,444 -5%
LPL Financial
2
LPL Financial
California
$54.4M 648,909 +17,808 +3%
Bank of America
3
Bank of America
North Carolina
$47M 560,413 -15,732 -3%
UBS Group
4
UBS Group
Switzerland
$46.5M 554,768 -22,618 -4%
Wells Fargo
5
Wells Fargo
California
$46.1M 549,991 -142,796 -21%
RJA
6
Raymond James & Associates
Florida
$19.2M 229,624 +12,180 +6%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$19.1M 227,595 -34,578 -13%
Osaic Holdings
8
Osaic Holdings
Arizona
$18.7M 223,445 -10,726 -5%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$16.5M 196,475 +3,507 +2%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$14.5M 172,452 +16,910 +11%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$13.3M 159,013 +36,008 +29%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$13.1M 156,356 +70,983 +83%
Ameriprise
13
Ameriprise
Minnesota
$12.4M 148,486 -46,956 -24%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$9.49M 113,274 -28,774 -20%
TC
15
Trilogy Capital
California
$7.11M 78,940 +1,351 +2%
SPC
16
Sigma Planning Corp
Michigan
$6.72M 80,207 +70,897 +762%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$6.72M 80,159 -1,299 -2%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$6.05M 72,217 +3,448 +5%
LFAS
19
Level Four Advisory Services
Texas
$5.22M 62,198 +62,198 New
Stifel Financial
20
Stifel Financial
Missouri
$4.9M 58,434 +1,323 +2%
DADC
21
D.A. Davidson & Co
Montana
$4.68M 55,811 -1,012 -2%
PFS
22
Prospera Financial Services
Texas
$4.66M 55,664 -3,537 -6%
AIP
23
Ahrens Investment Partners
Louisiana
$3.76M 44,870 -4,005 -8%
BFEC
24
Benjamin F. Edwards & Company
Missouri
$3.73M 44,543 +22,573 +103%
PAG
25
Private Advisor Group
New Jersey
$3.61M 43,073 -5,826 -12%
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