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First Trust US Equity Opportunities ETF

143 hedge funds and large institutions have $602M invested in First Trust US Equity Opportunities ETF in 2019 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 53 increasing their positions, 39 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+8
Holders Change %
+5.93%
% of All Funds
2.82%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
31
Increased
53
Reduced
39
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
NWP
76
Northstar Wealth Partners
Connecticut
$509K +$16.1K +200 +3%
CA
77
Calton & Associates
Florida
$499K +$65.8K +819 +15%
IWM
78
IHT Wealth Management
Illinois
$492K -$124K -1,543 -20%
FWM
79
Frontier Wealth Management
Missouri
$489K -$22.3K -278 -4%
NA
80
NewEdge Advisors
Louisiana
$485K -$39.9K -497 -8%
DI
81
DFPG Investments
Utah
$483K -$27.4K -330 -5%
AIC
82
Ameritas Investment Company
Nebraska
$456K +$11.4K +142 +3%
Fidelity Investments
83
Fidelity Investments
Massachusetts
$455K +$26.1K +325 +6%
NL
84
NWAM LLC
Washington
$455K +$169K +2,104 +59%
SG
85
StoneX Group
New York
$443K +$4.02K +50 +0.9%
AP
86
Appleton Partners
Massachusetts
$404K
FAAS
87
First Allied Advisory Services
California
$362K -$2.96M -36,980 -89%
SWP
88
Stratos Wealth Partners
Ohio
$358K -$315K -3,918 -47%
Carson Wealth (CWM LLC)
89
Carson Wealth (CWM LLC)
Nebraska
$347K
PWMG
90
Prestige Wealth Management Group
New Jersey
$342K
OIA
91
OneDigital Investment Advisors
Kansas
$337K +$29.4K +366 +10%
IC
92
InterOcean Capital
Illinois
$313K
WIA
93
World Investment Advisors
California
$303K
IAA
94
Independent Advisor Alliance
North Carolina
$294K +$294K +3,658 New
SCM
95
Smith Capital Management
Arkansas
$286K
ASN
96
Advisory Services Network
Georgia
$283K -$13K -162 -4%
TWM
97
Titus Wealth Management
California
$281K -$67.9K -845 -19%
BRC
98
Bell Rock Capital
Delaware
$278K +$802 +10 +0.3%
VCP
99
Verus Capital Partners
Arizona
$273K +$273K +3,392 New
AWA
100
Acorn Wealth Advisors
Michigan
$268K -$13.1K -161 -5%