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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

196 hedge funds and large institutions have $1.12B invested in First Trust US Equity Opportunities ETF in 2021 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 75 increasing their positions, 60 reducing their positions, and 19 closing their positions.

Holders
196
Holders Change
–
Holders Change %
0%
% of All Funds
3.42%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.07%
New
20
Increased
75
Reduced
60
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$46.7M
2
ECA
2
Elevation Capital Advisory
Oregon
$16.4M
3
Goldman Sachs
3
Goldman Sachs
New York
$8.06M
4
AAP
4
Arax Advisory Partners
Colorado
$6.6M
5
Ameriprise
5
Ameriprise
Minnesota
$21.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$222M
2
LCWP
2
Legacy Capital Wealth Partners
Arkansas
$242K
3
Wells Fargo
3
Wells Fargo
California
$64.3M
4
TC
4
Trilogy Capital
California
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$17.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$222M 1,744,660 -169,931 -9%
LPL Financial
2
LPL Financial
California
$98.8M 775,389 +19,403 +3%
UBS Group
3
UBS Group
Switzerland
$70.6M 553,593 -47,477 -8%
Bank of America
4
Bank of America
North Carolina
$69.3M 543,421 -4,484 -0.8%
Wells Fargo
5
Wells Fargo
California
$64.3M 504,798 -72,579 -13%
AWM
6
AE Wealth Management
Kansas
$46.7M 366,680 +364,631 +17,796%
TCWA
7
Ten Capital Wealth Advisors
Washington
$29.4M 230,657 +4,927 +2%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$29.4M 230,303 +16,086 +8%
RJA
9
Raymond James & Associates
Florida
$27.7M 217,096 -13,032 -6%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$27M 212,186 +10,419 +5%
KAS
11
Kestra Advisory Services
Texas
$25.8M 202,081 +4,872 +2%
Osaic Holdings
12
Osaic Holdings
Arizona
$23.5M 184,412 +238 +0.1%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$23.4M 183,866 +17,331 +10%
Ameriprise
14
Ameriprise
Minnesota
$21.9M 172,174 +40,030 +30%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$21.2M 166,517 +11,714 +8%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$17.6M 138,178 -58,410 -30%
ECA
17
Elevation Capital Advisory
Oregon
$16.4M 128,227 +128,227 New
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$16.3M 128,179 -31,332 -20%
Cetera Investment Advisers
19
Cetera Investment Advisers
Illinois
$11.9M 93,479 +6,886 +8%
HI
20
Harbour Investments
Wisconsin
$11.5M 90,154 -52,892 -37%
Janney Montgomery Scott
21
Janney Montgomery Scott
Pennsylvania
$8.75M 68,649 -1,943 -3%
Stifel Financial
22
Stifel Financial
Missouri
$8.09M 63,430 +605 +1%
Goldman Sachs
23
Goldman Sachs
New York
$8.06M 63,239 +58,762 +1,313%
LFAS
24
Level Four Advisory Services
Texas
$7.58M 59,427 -485 -0.8%
DADC
25
D.A. Davidson & Co
Montana
$7.44M 58,363 +5,816 +11%
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