Steward Partners Investment Advisory LLC Has $2.66 Million Position in First Trust US Equity Opportunities ETF (NYSEARCA:FPX)

Steward Partners Investment Advisory LLC reduced its holdings in First Trust US Equity Opportunities ETF (NYSEARCA:FPXGet Rating) by 5.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 21,700 shares of the company’s stock after selling 1,252 shares during the period. Steward Partners Investment Advisory LLC owned 0.15% of First Trust US Equity Opportunities ETF worth $2,658,000 at the end of the most recent reporting period.

Other institutional investors have also recently added to or reduced their stakes in the company. Avantax Advisory Services Inc. increased its stake in shares of First Trust US Equity Opportunities ETF by 6.6% during the 4th quarter. Avantax Advisory Services Inc. now owns 29,783 shares of the company’s stock worth $3,649,000 after purchasing an additional 1,844 shares during the last quarter. TMD Wealth Management LLC increased its stake in shares of First Trust US Equity Opportunities ETF by 8.8% during the 4th quarter. TMD Wealth Management LLC now owns 51,625 shares of the company’s stock worth $6,325,000 after purchasing an additional 4,160 shares during the last quarter. Envestnet Asset Management Inc. increased its stake in shares of First Trust US Equity Opportunities ETF by 4.9% during the 4th quarter. Envestnet Asset Management Inc. now owns 146,509 shares of the company’s stock worth $17,949,000 after purchasing an additional 6,837 shares during the last quarter. Capital Asset Advisory Services LLC increased its stake in shares of First Trust US Equity Opportunities ETF by 6.2% during the 4th quarter. Capital Asset Advisory Services LLC now owns 5,444 shares of the company’s stock worth $667,000 after purchasing an additional 316 shares during the last quarter. Finally, Calton & Associates Inc. boosted its holdings in shares of First Trust US Equity Opportunities ETF by 3.3% during the 3rd quarter. Calton & Associates Inc. now owns 11,986 shares of the company’s stock worth $1,479,000 after buying an additional 382 shares during the period.

Shares of FPX stock opened at $96.11 on Friday. The company has a 50-day simple moving average of $103.83 and a 200 day simple moving average of $113.98. First Trust US Equity Opportunities ETF has a 52 week low of $94.60 and a 52 week high of $136.42.

First Trust US Equity Opportunities ETF Company Profile (Get Rating)

First Trust US IPO Index Fund (the Fund) seeks investment results that correspond generally to the price and yield of an equity index called the IPOX-100 U.S. Index (the Index). The Fund will normally invest at least 90% of its assets in common stocks that comprise the Index. The Index is a modified value-weighted price index measuring the performance of the top 100 United States companies ranked quarterly by market capitalization in the IPOX Global Composite Index.

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Institutional Ownership by Quarter for First Trust US Equity Opportunities ETF (NYSEARCA:FPX)

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