Twin Peaks Wealth Advisors LLC Has $4.79 Million Holdings in First Trust US Equity Opportunities ETF (NYSEARCA:FPX)

Twin Peaks Wealth Advisors LLC lessened its holdings in First Trust US Equity Opportunities ETF (NYSEARCA:FPX) by 4.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 40,092 shares of the company’s stock after selling 1,937 shares during the quarter. First Trust US Equity Opportunities ETF accounts for approximately 2.0% of Twin Peaks Wealth Advisors LLC’s investment portfolio, making the stock its 16th biggest holding. Twin Peaks Wealth Advisors LLC owned 0.55% of First Trust US Equity Opportunities ETF worth $4,791,000 at the end of the most recent quarter.

Several other large investors have also added to or reduced their stakes in the business. Householder Group Estate & Retirement Specialist LLC grew its stake in First Trust US Equity Opportunities ETF by 1.5% in the fourth quarter. Householder Group Estate & Retirement Specialist LLC now owns 6,603 shares of the company’s stock valued at $789,000 after purchasing an additional 96 shares in the last quarter. JPMorgan Chase & Co. boosted its holdings in shares of First Trust US Equity Opportunities ETF by 34.5% in the 3rd quarter. JPMorgan Chase & Co. now owns 444 shares of the company’s stock valued at $49,000 after buying an additional 114 shares during the last quarter. Oppenheimer & Co. Inc. grew its stake in shares of First Trust US Equity Opportunities ETF by 5.7% in the third quarter. Oppenheimer & Co. Inc. now owns 2,413 shares of the company’s stock valued at $266,000 after buying an additional 131 shares in the last quarter. Wilmington Savings Fund Society FSB acquired a new position in First Trust US Equity Opportunities ETF during the third quarter worth $39,000. Finally, Atria Investments Inc raised its position in First Trust US Equity Opportunities ETF by 3.0% during the third quarter. Atria Investments Inc now owns 12,193 shares of the company’s stock worth $1,344,000 after acquiring an additional 357 shares in the last quarter.

First Trust US Equity Opportunities ETF Price Performance

Shares of FPX stock opened at $127.34 on Tuesday. The company has a fifty day moving average price of $128.46 and a two-hundred day moving average price of $118.51. First Trust US Equity Opportunities ETF has a one year low of $88.74 and a one year high of $143.53. The stock has a market cap of $929.58 million, a P/E ratio of 20.57 and a beta of 1.56.

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.