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

Calton & Associates Inc. lifted its position in shares of First Trust US Equity Opportunities ETF (NYSEARCA:FPX) by 75.1% during the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 13,619 shares of the company’s stock after purchasing an additional 5,842 shares during the quarter. First Trust US Equity Opportunities ETF comprises 0.7% of Calton & Associates Inc.’s investment portfolio, making the stock its 29th biggest holding. Calton & Associates Inc. owned approximately 0.19% of First Trust US Equity Opportunities ETF worth $1,628,000 at the end of the most recent reporting period.

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

First Trust US Equity Opportunities ETF Stock Up 1.9 %

Shares of FPX opened at $132.05 on Friday. First Trust US Equity Opportunities ETF has a 52 week low of $88.74 and a 52 week high of $133.04. The stock has a market cap of $963.97 million, a P/E ratio of 20.57 and a beta of 1.56. The business’s 50 day moving average price is $125.68 and its 200-day moving average price is $113.80.

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.