Worthington Financial Partners LLC Takes $4.13 Million Position in First Trust US Equity Opportunities ETF $FPX

Worthington Financial Partners LLC purchased a new stake in First Trust US Equity Opportunities ETF (NYSEARCA:FPX) during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm purchased 25,275 shares of the company’s stock, valued at approximately $4,135,000. First Trust US Equity Opportunities ETF accounts for approximately 3.7% of Worthington Financial Partners LLC’s portfolio, making the stock its 3rd biggest holding. Worthington Financial Partners LLC owned 0.34% of First Trust US Equity Opportunities ETF as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Equitable Holdings Inc. raised its position in First Trust US Equity Opportunities ETF by 14.0% during the fourth quarter. Equitable Holdings Inc. now owns 13,729 shares of the company’s stock worth $2,246,000 after acquiring an additional 1,686 shares during the period. Kovack Advisors Inc. grew its position in shares of First Trust US Equity Opportunities ETF by 46.1% in the fourth quarter. Kovack Advisors Inc. now owns 7,633 shares of the company’s stock valued at $1,249,000 after purchasing an additional 2,407 shares during the period. Osaic Holdings Inc. increased its stake in shares of First Trust US Equity Opportunities ETF by 4.2% during the fourth quarter. Osaic Holdings Inc. now owns 99,641 shares of the company’s stock worth $16,302,000 after purchasing an additional 3,976 shares in the last quarter. Private Advisor Group LLC increased its stake in shares of First Trust US Equity Opportunities ETF by 22.3% during the fourth quarter. Private Advisor Group LLC now owns 19,315 shares of the company’s stock worth $3,160,000 after purchasing an additional 3,524 shares in the last quarter. Finally, Blair William & Co. IL increased its stake in shares of First Trust US Equity Opportunities ETF by 21.1% during the fourth quarter. Blair William & Co. IL now owns 533 shares of the company’s stock worth $87,000 after purchasing an additional 93 shares in the last quarter.

First Trust US Equity Opportunities ETF Price Performance

FPX opened at $200.41 on Friday. The company has a market cap of $1.47 billion, a PE ratio of 32.81 and a beta of 1.28. First Trust US Equity Opportunities ETF has a twelve month low of $137.50 and a twelve month high of $201.21. The company has a 50-day moving average price of $185.79 and a 200 day moving average price of $172.32.

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. 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.