Kapstone Financial Advisors LLC Acquires New Position in First Trust US Equity Opportunities ETF (NYSEARCA:FPX)

Kapstone Financial Advisors LLC acquired a new stake in shares of First Trust US Equity Opportunities ETF (NYSEARCA:FPX) in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor acquired 1,616 shares of the company’s stock, valued at approximately $209,000.

Several other large investors also recently bought and sold shares of FPX. Janney Montgomery Scott LLC purchased a new stake in First Trust US Equity Opportunities ETF during the 3rd quarter valued at about $5,178,000. Atria Investments Inc grew its stake in shares of First Trust US Equity Opportunities ETF by 3.0% in the 3rd quarter. Atria Investments Inc now owns 12,193 shares of the company’s stock valued at $1,344,000 after buying an additional 357 shares during the period. Tyler Stone Wealth Management grew its stake in shares of First Trust US Equity Opportunities ETF by 99.9% in the 3rd quarter. Tyler Stone Wealth Management now owns 2,971 shares of the company’s stock valued at $327,000 after buying an additional 1,485 shares during the period. Proactive Wealth Strategies LLC purchased a new stake in shares of First Trust US Equity Opportunities ETF in the 3rd quarter valued at approximately $2,112,000. Finally, Oppenheimer & Co. Inc. grew its stake in shares of First Trust US Equity Opportunities ETF by 5.7% in the 3rd quarter. Oppenheimer & Co. Inc. now owns 2,413 shares of the company’s stock valued at $266,000 after buying an additional 131 shares during the period.

First Trust US Equity Opportunities ETF Price Performance

First Trust US Equity Opportunities ETF stock opened at $119.30 on Tuesday. The firm has a 50 day simple moving average of $128.60 and a 200-day simple moving average of $119.24. First Trust US Equity Opportunities ETF has a 1-year low of $88.74 and a 1-year high of $143.53. The stock has a market cap of $793.35 million, a price-to-earnings ratio of 30.60 and a beta of 1.25.

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.