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First Trust US Equity Opportunities ETF

162 hedge funds and large institutions have $341M invested in First Trust US Equity Opportunities ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 77 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
-4
Holders Change %
-2.41%
% of All Funds
2.59%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
38
Reduced
77
Closed
14
Calls
$25K
Puts
Net Calls
+$25K
Net Calls Change
+$25K
Name Holding Trade Value Shares
Change
Shares
Change %
PNC Financial Services Group
26
PNC Financial Services Group
Pennsylvania
$3.06M +$246K +2,932 +9%
CA
27
Cetera Advisors
Colorado
$2.97M -$76.5K -910 -3%
Stifel Financial
28
Stifel Financial
Missouri
$2.48M -$83.1K -989 -3%
WWM
29
Western Wealth Management
Colorado
$2.16M -$147K -1,753 -6%
PAG
30
Private Advisor Group
New Jersey
$1.82M -$581K -6,917 -24%
CAN
31
Cetera Advisor Networks
California
$1.82M -$135K -1,610 -7%
CPIG
32
Chicago Partners Investment Group
Illinois
$1.82M -$53.3K -649 -3%
CBFP
33
Cedar Brook Financial Partners
Ohio
$1.73M +$2.19K +26 +0.1%
VF
34
VitalStone Financial
Texas
$1.59M +$1.22M +10,052 +331%
IF
35
Integrity Financial
Wyoming
$1.47M -$271K -3,221 -16%
JPMPWA
36
J.P. Morgan Private Wealth Advisors
California
$1.41M -$180K -2,143 -11%
CA
37
Calton & Associates
Florida
$1.32M -$51.4K -612 -4%
Goldman Sachs
38
Goldman Sachs
New York
$1.32M +$78.3K +931 +6%
Mariner
39
Mariner
Kansas
$1.29M -$799K -9,500 -38%
FIM
40
Fernwood Investment Management
Massachusetts
$1.27M -$27.2K -324 -2%
AAS
41
Avantax Advisory Services
Texas
$1.2M -$123K -1,458 -9%
SWAG
42
Spectrum Wealth Advisory Group
California
$1.19M +$84 +1 +0%
AI
43
Atria Investments
North Carolina
$1.18M -$798K -9,500 -40%
CWM
44
Cornerstone Wealth Management
Missouri
$1.04M +$1.04M +12,363 New
SPIA
45
Steward Partners Investment Advisory
New York
$1.04M +$1.35K +16 +0.1%
WS
46
Wedbush Securities
California
$1M +$32K +381 +3%
PWA
47
PCG Wealth Advisors
Kansas
$1M -$190K -2,266 -16%
HGERS
48
Householder Group Estate & Retirement Specialist
Arizona
$938K +$938K +11,162 New
Citadel Advisors
49
Citadel Advisors
Florida
$909K -$1.35M -16,051 -60%
MML Investors Services
50
MML Investors Services
Massachusetts
$903K +$10.3K +122 +1%