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First Trust US Equity Opportunities ETF

152 hedge funds and large institutions have $331M invested in First Trust US Equity Opportunities ETF in 2023 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 24 increasing their positions, 67 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
-8
Holders Change %
-5%
% of All Funds
2.42%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
24
Reduced
67
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AI
51
Atria Investments
North Carolina
$1.03M -$174K -2,072 -14%
HGERS
52
Householder Group Estate & Retirement Specialist
Arizona
$929K +$929K +11,066 New
CWM
53
Cornerstone Wealth Management
Missouri
$856K -$69.6K -829 -8%
HWP
54
Hibernia Wealth Partners
Louisiana
$834K +$834K +9,933 New
PWA
55
PCG Wealth Advisors
Kansas
$829K -$40.7K -485 -5%
IAS
56
Insigneo Advisory Services
Florida
$815K -$4.87K -58 -0.6%
PSF
57
Pacific Sun Financial
California
$807K -$102K -1,210 -11%
AA
58
Ancora Advisors
Ohio
$783K
WS
59
Wedbush Securities
California
$772K -$106K -1,260 -12%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$681K -$2.1M -24,998 -75%
APWA
61
Atlas Private Wealth Advisors
New Jersey
$668K -$28K -333 -4%
NAM
62
NTV Asset Management
West Virginia
$636K -$2.1K -25 -0.3%
CWM
63
Concentrum Wealth Management
California
$604K
IWM
64
IHT Wealth Management
Illinois
$602K -$22.2K -264 -4%
IA
65
IFG Advisory
Georgia
$600K +$600K +7,149 New
BFEC
66
Benjamin F. Edwards & Company
Missouri
$592K -$27.4K -326 -4%
Corient Private Wealth
67
Corient Private Wealth
Florida
$560K +$560K +6,665 New
EH
68
Equitable Holdings
New York
$560K -$9.24K -110 -2%
CAGAS
69
Capital Advisory Group Advisory Services
Minnesota
$559K +$559K +6,657 New
ASN
70
Advisory Services Network
Georgia
$549K +$7.39K +88 +1%
MML Investors Services
71
MML Investors Services
Massachusetts
$538K +$56.1K +668 +12%
SWP
72
Stratos Wealth Partners
Ohio
$522K -$19.7K -235 -4%
DI
73
DFPG Investments
Utah
$522K
KA
74
Kovack Advisors
Florida
$510K -$179K -2,136 -26%
CIA
75
Cascade Investment Advisors
Oregon
$477K -$1.26K -15 -0.3%