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First Trust US Equity Opportunities ETF
FPX

Overview Fund Activity

151 hedge funds and large institutions have $304M invested in First Trust US Equity Opportunities ETF in 2024 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 75 reducing their positions, and 20 closing their positions.

Holders
151
Holders Change
-11
Holders Change %
-6.79%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
13
Increased
18
Reduced
75
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.86M
2
SEIA
2
Signature Estate & Investment Advisors
California
$1.32M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.81M
4
Jane Street
4
Jane Street
New York
$927K
5
IA
5
IFG Advisory
Georgia
$662K

Top Sellers

1
GM
1
GeoWealth Management
Illinois
$0
2
Janney Montgomery Scott
2
Janney Montgomery Scott
Pennsylvania
$0
3
SAG
3
SageView Advisory Group
California
$0
4
Wealth Enhancement Advisory Services
4
Wealth Enhancement Advisory Services
Minnesota
$3.27M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$4.12M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$56.5M 568,698 -14,414 -2%
LPL Financial
2
LPL Financial
California
$33.4M 336,009 -2,627 -0.8%
Wells Fargo
3
Wells Fargo
California
$25.7M 258,820 -1,099 -0.4%
Bank of America
4
Bank of America
North Carolina
$12.6M 127,257 +419 +0.3%
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$11.5M 115,441 -14,563 -11%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$9.42M 94,844 -9,929 -9%
AAP
7
Arax Advisory Partners
Colorado
$9.07M 91,275 -1,458 -2%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$8.44M 84,905 -469 -0.5%
RJA
9
Raymond James & Associates
Florida
$8.18M 82,300 -1,430 -2%
CCP
10
Cassia Capital Partners
North Carolina
$7.06M 71,121 +2,754 +4%
Ameriprise
11
Ameriprise
Minnesota
$6M 60,400 -6,626 -10%
UBS Group
12
UBS Group
Switzerland
$5.37M 54,063 +1,952 +4%
GLA
13
Good Life Advisors
Pennsylvania
$5.26M 52,922 -3,462 -6%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$5.15M 51,831 -2,634 -5%
HighTower Advisors
15
HighTower Advisors
Illinois
$4.88M 49,143 -2,206 -4%
Citadel Advisors
16
Citadel Advisors
Florida
$4.86M 48,881 +38,883 +389%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$4.67M 46,990 -1,313 -3%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$4.49M 45,190 -1,375 -3%
TPWA
19
Twin Peaks Wealth Advisors
California
$4.3M 43,293 -914 -2%
Osaic Holdings
20
Osaic Holdings
Arizona
$4.12M 41,506 -18,405 -31%
Truist Financial
21
Truist Financial
North Carolina
$3.75M 37,730 -1,649 -4%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$3.27M 32,936 -26,357 -44%
HI
23
Harbour Investments
Wisconsin
$3.18M 31,977 -181 -0.6%
DADC
24
D.A. Davidson & Co
Montana
$3.17M 31,866 -2,908 -8%
Goldman Sachs
25
Goldman Sachs
New York
$2.81M 28,255 +7,948 +39%
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