First Trust US Equity Opportunities ETF (NYSEARCA:FPX) Shares Acquired by Proactive Wealth Strategies LLC

Proactive Wealth Strategies LLC lifted its stake in First Trust US Equity Opportunities ETF (NYSEARCA:FPX) by 15.3% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 22,098 shares of the company’s stock after purchasing an additional 2,932 shares during the period. First Trust US Equity Opportunities ETF comprises about 1.4% of Proactive Wealth Strategies LLC’s holdings, making the stock its 22nd largest holding. Proactive Wealth Strategies LLC’s holdings in First Trust US Equity Opportunities ETF were worth $2,641,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently bought and sold shares of FPX. Truist Financial Corp raised its stake in First Trust US Equity Opportunities ETF by 61.3% during the 4th quarter. Truist Financial Corp now owns 61,185 shares of the company’s stock valued at $7,312,000 after acquiring an additional 23,260 shares during the last quarter. Janney Montgomery Scott LLC grew its holdings in shares of First Trust US Equity Opportunities ETF by 0.9% in the 4th quarter. Janney Montgomery Scott LLC now owns 47,422 shares of the company’s stock worth $5,667,000 after acquiring an additional 428 shares during the period. D.A. Davidson & CO. grew its holdings in shares of First Trust US Equity Opportunities ETF by 2.7% in the 4th quarter. D.A. Davidson & CO. now owns 27,790 shares of the company’s stock worth $3,321,000 after acquiring an additional 721 shares during the period. Golden State Wealth Management LLC acquired a new stake in shares of First Trust US Equity Opportunities ETF in the 4th quarter worth approximately $2,543,000. Finally, Calton & Associates Inc. grew its holdings in shares of First Trust US Equity Opportunities ETF by 75.1% in the 4th quarter. Calton & Associates Inc. now owns 13,619 shares of the company’s stock worth $1,628,000 after acquiring an additional 5,842 shares during the period.

First Trust US Equity Opportunities ETF Price Performance

FPX opened at $142.25 on Tuesday. The stock’s 50 day simple moving average is $127.45 and its 200 day simple moving average is $117.04. The stock has a market cap of $1.04 billion, a P/E ratio of 20.57 and a beta of 1.56. First Trust US Equity Opportunities ETF has a 1-year low of $88.74 and a 1-year high of $142.33.

First Trust US Equity Opportunities ETF Company 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.