Impact Partnership Wealth LLC Has $2.16 Million Stock Position in First Trust US Equity Opportunities ETF $FPX

Impact Partnership Wealth LLC lifted its position in shares of First Trust US Equity Opportunities ETF (NYSEARCA:FPX) by 40.5% in the first quarter, HoldingsChannel reports. The fund owned 13,599 shares of the company’s stock after buying an additional 3,917 shares during the period. Impact Partnership Wealth LLC’s holdings in First Trust US Equity Opportunities ETF were worth $2,160,000 at the end of the most recent quarter.

Several other large investors have also made changes to their positions in the company. Reyes Financial Architecture Inc. bought a new position in First Trust US Equity Opportunities ETF in the third quarter valued at about $28,000. Comerica Bank increased its position in First Trust US Equity Opportunities ETF by 457.6% in the third quarter. Comerica Bank now owns 184 shares of the company’s stock worth $31,000 after purchasing an additional 151 shares during the period. Ameriflex Group Inc. bought a new stake in First Trust US Equity Opportunities ETF during the 3rd quarter worth about $38,000. Osbon Capital Management LLC bought a new stake in First Trust US Equity Opportunities ETF during the 4th quarter worth about $43,000. Finally, Whittier Trust Co. of Nevada Inc. acquired a new position in First Trust US Equity Opportunities ETF during the 4th quarter valued at about $59,000.

First Trust US Equity Opportunities ETF Trading Up 2.4%

Shares of NYSEARCA FPX opened at $206.18 on Wednesday. The firm has a market capitalization of $1.52 billion, a PE ratio of 32.81 and a beta of 1.28. First Trust US Equity Opportunities ETF has a 1 year low of $140.26 and a 1 year high of $206.18. The firm’s 50-day moving average is $189.37 and its 200-day moving average is $173.98.

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. The Index utilizes a 10% capping on all constituents and includes the 100 largest, typically best-performing and most liquid initial public offerings (IPOs) of the United States companies in the IPOX Global Composite Index.