Corient Private Wealth LLC Lowers Position in First Trust US Equity Opportunities ETF (NYSEARCA:FPX)

Corient Private Wealth LLC trimmed its position in First Trust US Equity Opportunities ETF (NYSEARCA:FPX) by 9.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 2,780 shares of the company’s stock after selling 305 shares during the period. Corient Private Wealth LLC’s holdings in First Trust US Equity Opportunities ETF were worth $332,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in the company. Raymond James Financial Inc. bought a new stake in shares of First Trust US Equity Opportunities ETF in the 4th quarter worth approximately $14,196,000. Truist Financial Corp boosted its holdings in First Trust US Equity Opportunities ETF by 61.3% in the fourth quarter. Truist Financial Corp now owns 61,185 shares of the company’s stock worth $7,312,000 after acquiring an additional 23,260 shares in the last quarter. Golden State Wealth Management LLC purchased a new stake in shares of First Trust US Equity Opportunities ETF in the fourth quarter worth $2,543,000. Calton & Associates Inc. grew its stake in shares of First Trust US Equity Opportunities ETF by 75.1% in the fourth 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 last quarter. Finally, Benjamin Edwards Inc. bought a new position in shares of First Trust US Equity Opportunities ETF during the third quarter valued at $592,000.

First Trust US Equity Opportunities ETF Price Performance

FPX opened at $112.15 on Monday. First Trust US Equity Opportunities ETF has a 1 year low of $88.74 and a 1 year high of $143.53. The stock has a 50-day moving average price of $125.35 and a 200-day moving average price of $121.06. The firm has a market cap of $734.58 million, a PE ratio of 33.89 and a beta of 1.25.

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.