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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

166 hedge funds and large institutions have $402M invested in First Trust US Equity Opportunities ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 24 increasing their positions, 79 reducing their positions, and 9 closing their positions.

Holders
166
Holders Change
+14
Holders Change %
+9.21%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
24
Increased
24
Reduced
79
Closed
9
Calls
$115K
Puts
$86K
Net Calls
+$29K
Net Calls Change
+$29K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$122M
2
TPWA
2
Twin Peaks Wealth Advisors
California
$4.5M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$6.37M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.55M
5
CCP
5
Cassia Capital Partners
North Carolina
$6.16M

Top Sellers

1
EFG
1
Ethos Financial Group
Pennsylvania
$0
2
IAIM
2
International Assets Investment Management
Florida
$0
3
GM
3
GeoWealth Management
Illinois
$0
4
TWM
4
TMD Wealth Management
Arizona
$0
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$6.94M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$122M 1,269,496 +613,520 +94%
LPL Financial
2
LPL Financial
California
$33.3M 347,057 -10,683 -3%
Wells Fargo
3
Wells Fargo
California
$25.1M 261,664 -7,230 -3%
Bank of America
4
Bank of America
North Carolina
$12.2M 127,185 -17,208 -12%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$11.2M 116,983 -12,839 -10%
Cetera Investment Advisers
6
Cetera Investment Advisers
Illinois
$10.1M 105,490 -40,366 -28%
AAP
7
Arax Advisory Partners
Colorado
$8.92M 92,989 +520 +0.6%
RJA
8
Raymond James & Associates
Florida
$8.61M 89,816 -2,968 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.55M 89,197 +19,069 +27%
Ameriprise
10
Ameriprise
Minnesota
$7.31M 76,305 -8,366 -10%
Osaic Holdings
11
Osaic Holdings
Arizona
$7.02M 73,198 -17,800 -20%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$6.94M 72,407 -40,437 -36%
Wealth Enhancement Advisory Services
13
Wealth Enhancement Advisory Services
Minnesota
$6.4M 66,693 +6,430 +11%
HighTower Advisors
14
HighTower Advisors
Illinois
$6.37M 66,429 +29,736 +81%
CCP
15
Cassia Capital Partners
North Carolina
$6.16M 64,207 +16,259 +34%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$5.59M 58,322 +46 +0.1%
GLA
17
Good Life Advisors
Pennsylvania
$5.44M 56,771 +1,193 +2%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$5.4M 56,266 -30,897 -35%
UBS Group
19
UBS Group
Switzerland
$4.89M 50,979 -649 -1%
TPWA
20
Twin Peaks Wealth Advisors
California
$4.5M 46,925 +46,925 New
RJFSA
21
Raymond James Financial Services Advisors
Florida
$4.45M 46,432 -6,770 -13%
ACA
22
Ascension Capital Advisors
Texas
$4.34M 45,281 +109 +0.2%
Citadel Advisors
23
Citadel Advisors
Florida
$3.9M 40,694 -654 -2%
Truist Financial
24
Truist Financial
North Carolina
$3.78M 39,468 -1,782 -4%
DADC
25
D.A. Davidson & Co
Montana
$3.6M 37,585 -2,483 -6%
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