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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

206 hedge funds and large institutions have $981M invested in First Trust US Equity Opportunities ETF in 2021 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 53 increasing their positions, 76 reducing their positions, and 17 closing their positions.

Holders
206
Holders Change
+13
Holders Change %
+6.74%
% of All Funds
3.18%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
33
Increased
53
Reduced
76
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$70.4M
2
WA
2
Win Advisors
Florida
$7.71M
3
CCP
3
Cassia Capital Partners
North Carolina
$6.47M
4
WWM
4
Western Wealth Management
Colorado
$4.74M
5
AOG
5
Alpha Omega Group
Virginia
$8.68M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$5.83M
2
AIP
2
Almanack Investment Partners
Pennsylvania
$269K
3
UBS Group
3
UBS Group
Switzerland
$47.6M
4
AWM
4
AE Wealth Management
Kansas
$745K
5
KAS
5
Kestra Advisory Services
Texas
$21.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$187M 1,524,911 +16,826 +1%
LPL Financial
2
LPL Financial
California
$96.3M 786,215 +29,316 +4%
Wells Fargo
3
Wells Fargo
California
$70.4M 574,747 +93,026 +19%
Bank of America
4
Bank of America
North Carolina
$61.8M 504,289 -21,298 -4%
UBS Group
5
UBS Group
Switzerland
$47.6M 388,512 -73,718 -16%
TCWA
6
Ten Capital Wealth Advisors
Washington
$30.7M 250,524 +10,083 +4%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$26.8M 218,985 +6,774 +3%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$26.4M 215,153 -9,832 -4%
RJA
9
Raymond James & Associates
Florida
$25.6M 208,840 -5,380 -3%
Osaic Holdings
10
Osaic Holdings
Arizona
$22.5M 183,854 -6,063 -3%
KAS
11
Kestra Advisory Services
Texas
$21.5M 175,638 -39,087 -18%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$20.6M 168,258 -19,948 -11%
Ameriprise
13
Ameriprise
Minnesota
$19M 155,471 -30,032 -16%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$17.9M 146,509 +6,837 +5%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$15.6M 127,393 -7,435 -6%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$13.1M 106,907 +6,929 +7%
Stifel Financial
17
Stifel Financial
Missouri
$11.2M 90,999 -6,260 -6%
AOG
18
Alpha Omega Group
Virginia
$8.68M 70,835 +37,476 +112%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$8.23M 67,161 -991 -1%
HI
20
Harbour Investments
Wisconsin
$7.78M 63,475 -24,619 -28%
WA
21
Win Advisors
Florida
$7.71M 62,895 +62,895 New
Goldman Sachs
22
Goldman Sachs
New York
$7.21M 58,844 +21,933 +59%
AAP
23
Arax Advisory Partners
Colorado
$6.81M 55,599 +1,032 +2%
Truist Financial
24
Truist Financial
North Carolina
$6.74M 55,046 +1,182 +2%
DADC
25
D.A. Davidson & Co
Montana
$6.72M 54,881 -111 -0.2%
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