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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

196 hedge funds and large institutions have $1.07B invested in First Trust US Equity Opportunities ETF in 2021 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 78 increasing their positions, 46 reducing their positions, and 13 closing their positions.

Holders
196
Holders Change
+25
Holders Change %
+14.62%
% of All Funds
3.45%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
41
Increased
78
Reduced
46
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HI
1
Harbour Investments
Wisconsin
$17M
2
UBS Group
2
UBS Group
Switzerland
$71.6M
3
LPL Financial
3
LPL Financial
California
$90.1M
4
SAM
4
Secure Asset Management
Michigan
$4.38M
5
Baird Financial Group
5
Baird Financial Group
Wisconsin
$6.14M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$244K
2
SS
2
Simplicity Solutions
Minnesota
$0
3
MCC
3
Money Concepts Capital
Florida
$10.7M
4
Morgan Stanley
4
Morgan Stanley
New York
$228M
5
KAS
5
Kestra Advisory Services
Texas
$23.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$228M 1,914,591 -39,355 -2%
LPL Financial
2
LPL Financial
California
$90.1M 755,986 +50,227 +7%
UBS Group
3
UBS Group
Switzerland
$71.6M 601,070 +61,454 +11%
Wells Fargo
4
Wells Fargo
California
$68.8M 577,377 -4,738 -0.8%
Bank of America
5
Bank of America
North Carolina
$65.3M 547,905 +18,127 +3%
RJA
6
Raymond James & Associates
Florida
$27.4M 230,128 +12,695 +6%
TCWA
7
Ten Capital Wealth Advisors
Washington
$26.9M 225,730 +26,553 +13%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$25.5M 214,217 -1,960 -0.9%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$24M 201,767 -5,900 -3%
KAS
10
Kestra Advisory Services
Texas
$23.5M 197,209 -35,423 -15%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$23.4M 196,588 +1,491 +0.8%
Osaic Holdings
12
Osaic Holdings
Arizona
$22M 184,174 +14,637 +9%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$19.8M 166,535 +998 +0.6%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$19M 159,511 +20,518 +15%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$18.4M 154,803 -14,923 -9%
LCWP
16
Legacy Capital Wealth Partners
Arkansas
$17.8M 149,163 +55 +0%
HI
17
Harbour Investments
Wisconsin
$17M 143,046 +143,046 New
Ameriprise
18
Ameriprise
Minnesota
$15.8M 132,144 +9,257 +8%
MCC
19
Money Concepts Capital
Florida
$10.7M 89,758 -42,614 -32%
Cetera Investment Advisers
20
Cetera Investment Advisers
Illinois
$10.3M 86,593 +1,441 +2%
TC
21
Trilogy Capital
California
$8.87M 74,473 +7,782 +12%
Janney Montgomery Scott
22
Janney Montgomery Scott
Pennsylvania
$8.41M 70,592 +1,096 +2%
PAG
23
Private Advisor Group
New Jersey
$7.49M 62,896 +2,365 +4%
Stifel Financial
24
Stifel Financial
Missouri
$7.49M 62,825 +3,202 +5%
LFAS
25
Level Four Advisory Services
Texas
$7.14M 59,912 -2,992 -5%
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