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First Trust US Equity Opportunities ETF

175 hedge funds and large institutions have $454M invested in First Trust US Equity Opportunities ETF in 2025 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 41 increasing their positions, 58 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more funds holding in top 10

Funds holding in top 10:

1.04% less ownership

Funds ownership: 48.62%47.58% (-1%)

29% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 58

Holders
175
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$231K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
26
Western Wealth Management
Colorado
$2.98M
PWS
27
Proactive Wealth Strategies
Georgia
$2.93M
Osaic Holdings
28
Osaic Holdings
Arizona
$2.88M
CPIG
29
Chicago Partners Investment Group
Illinois
$2.87M
GSWM
30
Golden State Wealth Management
California
$2.81M
GLA
31
Good Life Advisors
Pennsylvania
$2.56M
Mariner
32
Mariner
Kansas
$2.47M
OBWG
33
Onyx Bridge Wealth Group
New York
$2.33M
PAG
34
Private Advisor Group
New Jersey
$2.29M
CA
35
Calton & Associates
Florida
$1.96M
AI
36
Atria Investments
North Carolina
$1.73M
SWAG
37
Spectrum Wealth Advisory Group
California
$1.69M
SPIA
38
Steward Partners Investment Advisory
New York
$1.68M
SEIA
39
Signature Estate & Investment Advisors
California
$1.67M
EA
40
Eclectic Associates
California
$1.59M
Baird Financial Group
41
Baird Financial Group
Wisconsin
$1.52M
Stifel Financial
42
Stifel Financial
Missouri
$1.23M
IA
43
IFG Advisory
Georgia
$1.2M
PSF
44
Pacific Sun Financial
California
$1.17M
PWA
45
PCG Wealth Advisors
Kansas
$1.16M
CAPTRUST Financial Advisors
46
CAPTRUST Financial Advisors
North Carolina
$1.15M
MML Investors Services
47
MML Investors Services
Massachusetts
$1.15M
AA
48
Ancora Advisors
Ohio
$1.13M
AWM
49
AE Wealth Management
Kansas
$1.13M
Creative Planning
50
Creative Planning
Kansas
$1.07M