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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

192 hedge funds and large institutions have $721M invested in First Trust US Equity Opportunities ETF in 2022 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 90 reducing their positions, and 31 closing their positions.

Holders
192
Holders Change
-14
Holders Change %
-6.8%
% of All Funds
3.04%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.13%
New
19
Increased
44
Reduced
90
Closed
31
Calls
$98K
Puts
–
Net Calls
+$98K
Net Calls Change
+$98K

Top Buyers

1
WA
1
Win Advisors
Florida
$21.3M
2
TWM
2
TMD Wealth Management
Arizona
$13M
3
ACA
3
Ascension Capital Advisors
Texas
$4.85M
4
WWM
4
Western Wealth Management
Colorado
$6.4M
5
Ameriprise
5
Ameriprise
Minnesota
$18.8M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$134M
2
LPL Financial
2
LPL Financial
California
$65.2M
3
UBS Group
3
UBS Group
Switzerland
$25M
4
TCWA
4
Ten Capital Wealth Advisors
Washington
$9.99M
5
Wells Fargo
5
Wells Fargo
California
$50M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$134M 1,225,128 -299,783 -20%
LPL Financial
2
LPL Financial
California
$65.2M 597,376 -188,839 -24%
Wells Fargo
3
Wells Fargo
California
$50M 458,218 -116,529 -20%
Bank of America
4
Bank of America
North Carolina
$43.9M 402,168 -102,121 -20%
UBS Group
5
UBS Group
Switzerland
$25M 229,369 -159,143 -41%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$24.5M 224,495 +5,510 +3%
WA
7
Win Advisors
Florida
$21.3M 195,014 +132,119 +210%
Osaic Holdings
8
Osaic Holdings
Arizona
$19.6M 160,007 -23,847 -13%
RJA
9
Raymond James & Associates
Florida
$19.5M 178,759 -30,081 -14%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$19.3M 176,865 -38,288 -18%
Ameriprise
11
Ameriprise
Minnesota
$18.8M 172,692 +17,221 +11%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$16.8M 153,814 -14,444 -9%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$14.6M 134,076 -12,433 -8%
KAS
14
Kestra Advisory Services
Texas
$13.7M 125,668 -49,970 -28%
TWM
15
TMD Wealth Management
Arizona
$13M 119,032 +67,407 +131%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$12.4M 113,293 +6,386 +6%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$12.3M 112,960 -14,433 -11%
TCWA
18
Ten Capital Wealth Advisors
Washington
$9.99M 91,542 -158,982 -63%
Stifel Financial
19
Stifel Financial
Missouri
$9.88M 90,538 -461 -0.5%
AOG
20
Alpha Omega Group
Virginia
$7.22M 66,169 -4,666 -7%
WWM
21
Western Wealth Management
Colorado
$6.4M 58,680 +19,937 +51%
GLA
22
Good Life Advisors
Pennsylvania
$6.05M 55,423 +2,026 +4%
DADC
23
D.A. Davidson & Co
Montana
$5.92M 54,226 -655 -1%
GSWM
24
Golden State Wealth Management
California
$5.68M 52,066 -2,646 -5%
PAG
25
Private Advisor Group
New Jersey
$5.66M 51,900 +2,915 +6%
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