We are live on ! Find out more
FPX icon

First Trust US Equity Opportunities ETF
FPX

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$43.1M +$3.18M +61,790 +8%
Bank of America
2
Bank of America
North Carolina
$23.5M +$5.33M +103,719 +31%
Wells Fargo
3
Wells Fargo
California
$19.2M +$2.89M +56,221 +19%
UBS Group
4
UBS Group
Switzerland
$18.3M +$3.75M +73,003 +27%
LPL Financial
5
LPL Financial
California
$13.5M +$124K +2,413 +1%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$4.87M +$839K +16,316 +22%
Ameriprise
7
Ameriprise
Minnesota
$4.63M +$228K +4,443 +5%
LWA
8
Lowe Wealth Advisors
Maryland
$4.11M +$43.5K +845 +1%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4M +$364K +7,080 +11%
RJA
10
Raymond James & Associates
Florida
$3.66M +$938K +18,240 +37%
CPIG
11
Chicago Partners Investment Group
Illinois
$2.85M +$148K +2,884 +5%
BCI
12
Brinker Capital Investments
Pennsylvania
$2.58M – – –
RWM
13
Rezny Wealth Management
Florida
$2.53M +$2.41M +46,937 New
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$2.2M +$79.5K +1,545 +4%
TCM
15
Tuttle Capital Management
Connecticut
$1.76M +$1.68M +32,697 New
GHF
16
Good Harbor Financial
Illinois
$1.71M -$157K -3,056 -9%
BCM
17
Barometer Capital Management
Ontario, Canada
$1.69M +$1.03M +20,000 +175%
VFS
18
VSR Financial Services
Kansas
$1.56M -$681K -13,244 -31%
AIG
19
American International Group
New York
$1.45M -$1.24M -24,015 -47%
Janney Montgomery Scott
20
Janney Montgomery Scott
Pennsylvania
$1.17M +$52.7K +1,025 +5%
MFS
21
MSI Financial Services
Massachusetts
$1.17M +$404K +7,848 +57%
AA
22
Ancora Advisors
Ohio
$1.12M -$1.08M -21,067 Closed
NAM
23
NTV Asset Management
West Virginia
$1.05M -$10.2K -199 -1%
Citigroup
24
Citigroup
New York
$915K +$311K +6,043 +55%
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$904K +$135K +2,617 +18%
1
2 3 4