Proactive Wealth Strategies LLC Grows Position in First Trust US Equity Opportunities ETF (NYSEARCA:FPX)

Proactive Wealth Strategies LLC raised its holdings in shares of First Trust US Equity Opportunities ETF (NYSEARCA:FPX) by 15.3% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 22,098 shares of the company’s stock after purchasing an additional 2,932 shares during the quarter. First Trust US Equity Opportunities ETF makes up approximately 1.4% of Proactive Wealth Strategies LLC’s portfolio, making the stock its 22nd largest holding. Proactive Wealth Strategies LLC owned 0.30% of First Trust US Equity Opportunities ETF worth $2,641,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in the business. D.A. Davidson & CO. lifted its holdings in First Trust US Equity Opportunities ETF by 2.7% during the fourth quarter. D.A. Davidson & CO. now owns 27,790 shares of the company’s stock valued at $3,321,000 after purchasing an additional 721 shares during the last quarter. Truist Financial Corp increased its position in shares of First Trust US Equity Opportunities ETF by 61.3% during the fourth quarter. Truist Financial Corp now owns 61,185 shares of the company’s stock valued at $7,312,000 after buying an additional 23,260 shares during the period. Valmark Advisers Inc. bought a new stake in shares of First Trust US Equity Opportunities ETF during the fourth quarter valued at about $211,000. Puff Wealth Management LLC bought a new stake in shares of First Trust US Equity Opportunities ETF during the fourth quarter valued at about $219,000. Finally, Blue Trust Inc. bought a new stake in shares of First Trust US Equity Opportunities ETF during the fourth quarter valued at about $105,000.

First Trust US Equity Opportunities ETF Stock Up 1.6 %

Shares of FPX opened at $142.25 on Tuesday. The business’s 50-day moving average price is $127.45 and its 200-day moving average price is $117.04. First Trust US Equity Opportunities ETF has a twelve month low of $88.74 and a twelve month high of $142.33. The stock has a market cap of $1.04 billion, a PE ratio of 20.57 and a beta of 1.56.

About First Trust US Equity Opportunities ETF

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.