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First Trust US Equity Opportunities ETF

160 hedge funds and large institutions have $362M invested in First Trust US Equity Opportunities ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 67 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
160
Holders Change
-2
Holders Change %
-1.23%
% of All Funds
2.52%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
33
Reduced
67
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPMPWA
51
J.P. Morgan Private Wealth Advisors
California
$1.09M -$391K -4,433 -26%
CWM
52
Cornerstone Wealth Management
Missouri
$972K -$118K -1,339 -11%
WS
53
Wedbush Securities
California
$922K -$130K -1,474 -12%
PWA
54
PCG Wealth Advisors
Kansas
$914K -$137K -1,550 -13%
PSF
55
Pacific Sun Financial
California
$909K +$909K +10,814 New
IAS
56
Insigneo Advisory Services
Florida
$861K +$439K +4,976 +104%
RL
57
Retireful LLC
Michigan
$848K +$848K +9,614 New
AA
58
Ancora Advisors
Ohio
$822K
CWA
59
Clarus Wealth Advisors
Arizona
$776K -$20.2K -233 -3%
APWA
60
Atlas Private Wealth Advisors
New Jersey
$730K +$361K +4,091 +98%
KA
61
Kovack Advisors
Florida
$723K -$61.8K -701 -8%
NAM
62
NTV Asset Management
West Virginia
$670K +$88 +1 +0%
IWM
63
IHT Wealth Management
Illinois
$656K -$22K -249 -3%
BFEC
64
Benjamin F. Edwards & Company
Missouri
$650K -$149K -1,688 -19%
CWM
65
Concentrum Wealth Management
California
$634K
DI
66
DFPG Investments
Utah
$603K
EH
67
Equitable Holdings
New York
$597K +$7.14K +81 +1%
ASN
68
Advisory Services Network
Georgia
$569K +$7.05K +80 +1%
SWP
69
Stratos Wealth Partners
Ohio
$569K +$137K +1,557 +32%
Two Sigma Investments
70
Two Sigma Investments
New York
$529K +$529K +6,000 New
RFN
71
RDA Financial Network
Iowa
$523K -$14.8K -168 -3%
Two Sigma Advisers
72
Two Sigma Advisers
New York
$520K +$520K +5,900 New
IWA
73
Intercontinental Wealth Advisors
Texas
$520K -$15.9K -180 -3%
MML Investors Services
74
MML Investors Services
Massachusetts
$506K -$442K -5,010 -47%
CIA
75
Cascade Investment Advisors
Oregon
$502K