First Trust US Equity Opportunities ETF (NYSEARCA:FPX) Shares Acquired by Captrust Financial Advisors

Captrust Financial Advisors lifted its position in shares of First Trust US Equity Opportunities ETF (NYSEARCA:FPX) by 31.6% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,836 shares of the company’s stock after purchasing an additional 921 shares during the period. Captrust Financial Advisors owned about 0.05% of First Trust US Equity Opportunities ETF worth $458,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Patten Group Inc. increased its position in shares of First Trust US Equity Opportunities ETF by 3.2% during the fourth quarter. Patten Group Inc. now owns 3,063 shares of the company’s stock worth $366,000 after purchasing an additional 96 shares in the last quarter. World Investment Advisors grew its stake in First Trust US Equity Opportunities ETF by 4.3% during the 4th quarter. World Investment Advisors now owns 2,440 shares of the company’s stock worth $292,000 after buying an additional 100 shares during the last quarter. JPMorgan Chase & Co. increased its position in First Trust US Equity Opportunities ETF by 34.5% during the third quarter. JPMorgan Chase & Co. now owns 444 shares of the company’s stock worth $49,000 after buying an additional 114 shares during the period. IHT Wealth Management LLC lifted its stake in First Trust US Equity Opportunities ETF by 2.3% in the fourth quarter. IHT Wealth Management LLC now owns 6,934 shares of the company’s stock valued at $829,000 after buying an additional 156 shares during the last quarter. Finally, O Shaughnessy Asset Management LLC lifted its stake in First Trust US Equity Opportunities ETF by 373.9% in the fourth quarter. O Shaughnessy Asset Management LLC now owns 417 shares of the company’s stock valued at $50,000 after buying an additional 329 shares during the last quarter.

First Trust US Equity Opportunities ETF Trading Up 0.3%

Shares of FPX opened at $135.37 on Tuesday. The company’s 50 day simple moving average is $116.06 and its 200-day simple moving average is $122.38. The firm has a market cap of $879.91 million, a PE ratio of 28.17 and a beta of 1.24. First Trust US Equity Opportunities ETF has a 12-month low of $88.74 and a 12-month high of $143.53.

First Trust US Equity Opportunities ETF Profile

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.