Legacy Trust Acquires New Position in First Trust US Equity Opportunities ETF $FPX

Legacy Trust purchased a new position in First Trust US Equity Opportunities ETF (NYSEARCA:FPX) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 3,329 shares of the company’s stock, valued at approximately $553,000.

Other large investors have also recently made changes to their positions in the company. Valmark Advisers Inc. acquired a new stake in First Trust US Equity Opportunities ETF during the 3rd quarter worth about $481,000. Ethos Financial Group LLC purchased a new position in First Trust US Equity Opportunities ETF during the 3rd quarter worth approximately $339,000. Cottonwood Capital Advisors LLC lifted its stake in First Trust US Equity Opportunities ETF by 2.8% during the 3rd quarter. Cottonwood Capital Advisors LLC now owns 2,416 shares of the company’s stock valued at $401,000 after acquiring an additional 65 shares during the period. Commonwealth Equity Services LLC boosted its holdings in shares of First Trust US Equity Opportunities ETF by 2.2% in the 3rd quarter. Commonwealth Equity Services LLC now owns 88,439 shares of the company’s stock valued at $14,695,000 after acquiring an additional 1,918 shares during the last quarter. Finally, NTV Asset Management LLC increased its stake in shares of First Trust US Equity Opportunities ETF by 1.2% in the third quarter. NTV Asset Management LLC now owns 24,252 shares of the company’s stock worth $4,030,000 after acquiring an additional 291 shares during the period.

First Trust US Equity Opportunities ETF Price Performance

NYSEARCA FPX opened at $167.79 on Friday. First Trust US Equity Opportunities ETF has a 1 year low of $94.13 and a 1 year high of $174.68. The company has a market capitalization of $1.23 billion, a PE ratio of 32.81 and a beta of 1.26. The company has a fifty day moving average of $163.86 and a 200 day moving average of $158.16.

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. The Index utilizes a 10% capping on all constituents and includes the 100 largest, typically best-performing and most liquid initial public offerings (IPOs) of the United States companies in the IPOX Global Composite Index.