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First Trust US Equity Opportunities ETF

173 hedge funds and large institutions have $450M invested in First Trust US Equity Opportunities ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 40 increasing their positions, 58 reducing their positions, and 14 closing their positions.

Holders
173
Holders Change
+12
Holders Change %
+7.45%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
29
Increased
40
Reduced
58
Closed
14
Calls
$231K
Puts
Net Calls
+$231K
Net Calls Change
+$198K
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$84.1M 580,027 -7,519 -1%
LPL Financial
2
LPL Financial
California
$68.1M 470,048 +79,942 +20%
Wells Fargo
3
Wells Fargo
California
$45.5M 313,831 +26,830 +9%
Raymond James Financial
4
Raymond James Financial
Florida
$21.1M 145,503 +23,784 +20%
Bank of America
5
Bank of America
North Carolina
$16.4M 113,370 -25,376 -18%
CWM
6
Congress Wealth Management
Massachusetts
$14.3M 98,905 +263 +0.3%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$12.8M 88,347 -10,272 -10%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$12.5M 86,521 -2,210 -2%
CCP
9
Cassia Capital Partners
North Carolina
$9.31M 64,269 -2,083 -3%
Cambridge Investment Research Advisors
10
Cambridge Investment Research Advisors
Iowa
$8.74M 60,332 +1,435 +2%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$6.98M 48,132 +1,081 +2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$6.77M 46,696 -4,641 -9%
UBS Group
13
UBS Group
Switzerland
$6.67M 46,057 -13,190 -22%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$6.59M 45,506 -28,482 -38%
NA
15
NewEdge Advisors
Louisiana
$6.18M 42,669 +33,924 +388%
TPWA
16
Twin Peaks Wealth Advisors
California
$5.8M 37,326 -1,443 -4%
Ameriprise
17
Ameriprise
Minnesota
$5.3M 36,558 -3,865 -10%
Truist Financial
18
Truist Financial
North Carolina
$4.6M 31,752 -27,721 -47%
HI
19
Harbour Investments
Wisconsin
$4.16M 28,684 +290 +1%
HighTower Advisors
20
HighTower Advisors
Illinois
$4.05M 27,945 -327 -1%
DADC
21
D.A. Davidson & Co
Montana
$3.82M 26,357 -2,292 -8%
Wealth Enhancement Advisory Services
22
Wealth Enhancement Advisory Services
Minnesota
$3.75M 26,087 -431 -2%
NAM
23
NTV Asset Management
West Virginia
$3.47M 23,961 +17,931 +297%
KAS
24
Kestra Advisory Services
Texas
$3.2M 22,103 +3,373 +18%
WWM
25
Western Wealth Management
Colorado
$2.98M 20,569 -295 -1%