FPX icon

First Trust US Equity Opportunities ETF

116 hedge funds and large institutions have $522M invested in First Trust US Equity Opportunities ETF in 2018 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 51 increasing their positions, 25 reducing their positions, and 8 closing their positions.

Holders
116
Holders Change
+4
Holders Change %
+3.57%
% of All Funds
2.66%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
14
Increased
51
Reduced
25
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SG
76
StoneX Group
New York
$247K +$22.5K +314 +10%
GFPC
77
Global Financial Private Capital
Florida
$231K +$231K +3,236 New
PA
78
PFG Advisors
Arizona
$225K -$36.4K -509 -14%
BRWA
79
B. Riley Wealth Advisors
Florida
$215K -$17.8K -248 -8%
LNC
80
Lincoln National Corp
Pennsylvania
$205K +$205K +2,868 New
CWA
81
Clarus Wealth Advisors
Arizona
$134K +$134K +1,951 New
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$116K +$9.67K +135 +9%
GWM
83
Geneos Wealth Management
Colorado
$95K -$2.71K -38 -3%
HNB
84
Huntington National Bank
Ohio
$94K
WAP
85
Wealthcare Advisory Partners
Pennsylvania
$72K +$215 +3 +0.3%
GT
86
Glenmede Trust
Pennsylvania
$54K
CHC
87
City Holding Co
West Virginia
$54K
GRP
88
Global Retirement Partners
California
$48K
PWAG
89
Polaris Wealth Advisory Group
California
$46K -$56.8K -820 -55%
APA
90
American Portfolios Advisors
New York
$44.5K
JCM
91
Jacobi Capital Management
Pennsylvania
$44K +$72 +1 +0.2%
PG
92
Patten Group
Tennessee
$43K
SMFS
93
Squar Milner Financial Services
California
$43K +$43K +600 New
WTB
94
Washington Trust Bank
Washington
$40K
FHA
95
Flagship Harbor Advisors
Massachusetts
$38K +$38K +541 New
AIP
96
Ameritas Investment Partners
Nebraska
$36K
BCA
97
Bay Colony Advisors
Massachusetts
$30K +$30K +422 New
LC
98
Landaas & Company
Wisconsin
$30K +$30K +423 New
SSB
99
Sandy Spring Bank
Maryland
$29K
POIA
100
Pin Oak Investment Advisors
Texas
$25K