Congress Wealth Management LLC DE Has $9.46 Million Stock Holdings in First Trust US Equity Opportunities ETF (NYSEARCA:FPX)

Congress Wealth Management LLC DE lifted its holdings in shares of First Trust US Equity Opportunities ETF (NYSEARCA:FPX) by 0.4% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 79,140 shares of the company’s stock after purchasing an additional 350 shares during the quarter. Congress Wealth Management LLC DE owned approximately 1.08% of First Trust US Equity Opportunities ETF worth $9,458,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Raymond James Financial Inc. acquired a new position in First Trust US Equity Opportunities ETF during the 4th quarter worth $14,196,000. Truist Financial Corp lifted its position in shares of First Trust US Equity Opportunities ETF by 61.3% during the 4th quarter. Truist Financial Corp now owns 61,185 shares of the company’s stock worth $7,312,000 after purchasing an additional 23,260 shares during the last quarter. Golden State Wealth Management LLC bought a new stake in First Trust US Equity Opportunities ETF during the 4th quarter valued at approximately $2,543,000. Calton & Associates Inc. grew its holdings in First Trust US Equity Opportunities ETF by 75.1% in the 4th quarter. Calton & Associates Inc. now owns 13,619 shares of the company’s stock valued at $1,628,000 after buying an additional 5,842 shares during the last quarter. Finally, Benjamin Edwards Inc. bought a new position in First Trust US Equity Opportunities ETF in the 3rd quarter worth approximately $592,000.

First Trust US Equity Opportunities ETF Stock Up 3.9 %

Shares of FPX stock opened at $120.95 on Tuesday. The stock has a 50 day moving average of $126.02 and a 200-day moving average of $120.61. The firm has a market cap of $792.22 million, a PE ratio of 33.89 and a beta of 1.25. First Trust US Equity Opportunities ETF has a 12 month low of $88.74 and a 12 month high of $143.53.

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.