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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

171 hedge funds and large institutions have $1.06B invested in First Trust US Equity Opportunities ETF in 2020 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 57 increasing their positions, 49 reducing their positions, and 9 closing their positions.

Holders
171
Holders Change
+26
Holders Change %
+17.93%
% of All Funds
3.03%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.09%
New
38
Increased
57
Reduced
49
Closed
9
Calls
$11K
Puts
$59K
Net Calls
-$48K
Net Calls Change
-$48K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$231M
2
LCWP
2
Legacy Capital Wealth Partners
Arkansas
$17.6M
3
MCC
3
Money Concepts Capital
Florida
$15.7M
4
LPL Financial
4
LPL Financial
California
$83.5M
5
CCP
5
Cassia Capital Partners
North Carolina
$7M

Top Sellers

1
AIP
1
Almanack Investment Partners
Pennsylvania
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$20.1M
3
WS
3
Wedbush Securities
California
$1.09M
4
TC
4
Trilogy Capital
California
$7.89M
5
APA
5
American Portfolios Advisors
New York
$209K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$231M 1,953,946 +269,575 +16%
LPL Financial
2
LPL Financial
California
$83.5M 705,759 +72,330 +11%
Wells Fargo
3
Wells Fargo
California
$68.9M 582,115 +31,268 +6%
UBS Group
4
UBS Group
Switzerland
$63.8M 539,616 -7,985 -1%
Bank of America
5
Bank of America
North Carolina
$62.7M 529,778 -16,782 -3%
KAS
6
Kestra Advisory Services
Texas
$27.7M 232,632 +550 +0.2%
AWM
7
AE Wealth Management
Kansas
$26.6M 224,651 +17,175 +8%
SS
8
Simplicity Solutions
Minnesota
$26M 219,696 +12,728 +6%
RJA
9
Raymond James & Associates
Florida
$25.7M 217,433 -837 -0.4%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$25.6M 216,177 +42,612 +25%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$24.6M 207,667 -9,491 -4%
TCWA
12
Ten Capital Wealth Advisors
Washington
$23.6M 199,177 +8,942 +5%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$23.1M 195,097 +12,973 +7%
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$20.1M 169,726 +3,845 +2%
Osaic Holdings
15
Osaic Holdings
Arizona
$20.1M 169,537 -36,309 -18%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$19.6M 165,537 -8,571 -5%
LCWP
17
Legacy Capital Wealth Partners
Arkansas
$17.6M 149,108 +149,108 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$16.4M 138,993 +2,718 +2%
MCC
19
Money Concepts Capital
Florida
$15.7M 132,372 +132,372 New
Ameriprise
20
Ameriprise
Minnesota
$14.5M 122,887 +5,351 +5%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$10.1M 85,152 +7,629 +10%
SPC
22
Sigma Planning Corp
Michigan
$8.3M 70,130 +16,663 +31%
Janney Montgomery Scott
23
Janney Montgomery Scott
Pennsylvania
$8.22M 69,496 -9,515 -12%
TC
24
Trilogy Capital
California
$7.89M 66,691 -17,838 -21%
LFAS
25
Level Four Advisory Services
Texas
$7.44M 62,904 +2,116 +3%
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