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First Trust US Equity Opportunities ETF

162 hedge funds and large institutions have $330M invested in First Trust US Equity Opportunities ETF in 2024 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 26 increasing their positions, 67 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
+11
Holders Change %
+7.28%
% of All Funds
2.34%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
26
Increased
26
Reduced
67
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
IWM
51
IHT Wealth Management
Illinois
$747K +$5.51K +50 +0.7%
Creative Planning
52
Creative Planning
Kansas
$742K -$37.5K -340 -5%
HGERS
53
Householder Group Estate & Retirement Specialist
Arizona
$717K -$215K -1,951 -23%
CWM
54
Concentrum Wealth Management
California
$684K -$22K -200 -3%
IPW
55
Impact Partnership Wealth
Georgia
$681K +$159K +1,440 +30%
NAM
56
NTV Asset Management
West Virginia
$675K -$44.1K -400 -6%
IRC
57
Investors Research Corp
Georgia
$672K -$6.06K -55 -0.9%
CIA
58
Cascade Investment Advisors
Oregon
$668K
CWM
59
Cornerstone Wealth Management
Missouri
$667K -$16.5K -150 -2%
APWA
60
Atlas Private Wealth Advisors
New Jersey
$616K
KA
61
Kovack Advisors
Florida
$611K -$46.8K -425 -7%
ASN
62
Advisory Services Network
Georgia
$608K
IAS
63
Insigneo Advisory Services
Florida
$598K -$123K -1,113 -17%
OMC
64
Old Mission Capital
Illinois
$592K +$104K +947 +21%
BEI
65
Benjamin Edwards Inc
Missouri
$592K +$592K +5,367 New
RFN
66
RDA Financial Network
Iowa
$587K -$25.5K -231 -4%
EH
67
Equitable Holdings
New York
$548K -$54.4K -494 -9%
MML Investors Services
68
MML Investors Services
Massachusetts
$546K -$29.3K -266 -5%
PFS
69
Prospera Financial Services
Texas
$541K -$88.9K -806 -14%
Fidelity Investments
70
Fidelity Investments
Massachusetts
$540K -$4.52K -41 -0.8%
CAGAS
71
Capital Advisory Group Advisory Services
Minnesota
$502K
HWP
72
Hibernia Wealth Partners
Louisiana
$501K +$501K +4,547 New
Focus Partners Wealth
73
Focus Partners Wealth
Massachusetts
$496K +$55.1K +500 +13%
SWP
74
Stratos Wealth Partners
Ohio
$490K +$43.6K +396 +10%
JIP
75
Jaffetilchin Investment Partners
Florida
$450K