Calton & Associates Inc. Acquires 5,842 Shares of First Trust US Equity Opportunities ETF (NYSEARCA:FPX)

Calton & Associates Inc. lifted its holdings in First Trust US Equity Opportunities ETF (NYSEARCA:FPX) by 75.1% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 13,619 shares of the company’s stock after acquiring an additional 5,842 shares during the period. First Trust US Equity Opportunities ETF accounts for approximately 0.7% of Calton & Associates Inc.’s holdings, making the stock its 29th biggest holding. Calton & Associates Inc.’s holdings in First Trust US Equity Opportunities ETF were worth $1,628,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in FPX. Stifel Financial Corp raised its position in First Trust US Equity Opportunities ETF by 34.7% during the third quarter. Stifel Financial Corp now owns 13,607 shares of the company’s stock valued at $1,499,000 after purchasing an additional 3,508 shares during the period. Creative Planning increased its position in shares of First Trust US Equity Opportunities ETF by 71.7% during the 2nd quarter. Creative Planning now owns 7,074 shares of the company’s stock valued at $703,000 after purchasing an additional 2,954 shares during the last quarter. Wilmington Savings Fund Society FSB purchased a new stake in First Trust US Equity Opportunities ETF during the 3rd quarter valued at $39,000. Sanctuary Advisors LLC bought a new stake in First Trust US Equity Opportunities ETF in the second quarter worth $218,000. Finally, Captrust Financial Advisors boosted its stake in First Trust US Equity Opportunities ETF by 40.3% during the third quarter. Captrust Financial Advisors now owns 2,915 shares of the company’s stock worth $321,000 after buying an additional 837 shares during the period.

First Trust US Equity Opportunities ETF Trading Up 1.9 %

Shares of FPX opened at $132.05 on Friday. The company’s fifty day simple moving average is $125.68 and its 200-day simple moving average is $113.80. The company has a market cap of $963.97 million, a P/E ratio of 20.57 and a beta of 1.56. First Trust US Equity Opportunities ETF has a twelve month low of $88.74 and a twelve month high of $133.04.

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.