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First Trust US Equity Opportunities ETF

162 hedge funds and large institutions have $341M invested in First Trust US Equity Opportunities ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 38 increasing their positions, 77 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
162
Holders Change
-4
Holders Change %
-2.41%
% of All Funds
2.59%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
15
Increased
38
Reduced
77
Closed
14
Calls
$25K
Puts
Net Calls
+$25K
Net Calls Change
+$25K
Name Holding Trade Value Shares
Change
Shares
Change %
QPW
76
Quantum Private Wealth
Florida
$452K -$290K -3,450 -39%
WEG
77
World Equity Group
Illinois
$441K +$397K +35,351 +892%
SCA
78
Snowden Capital Advisors
New York
$417K -$118K -1,403 -22%
SWP
79
Stratos Wealth Partners
Ohio
$411K -$363K -4,320 -47%
IRC
80
Investors Research Corp
Georgia
$411K +$28.2K +335 +7%
MSAM
81
Moloney Securities Asset Management
Missouri
$410K -$54.9K -653 -12%
IAS
82
Insigneo Advisory Services
Florida
$402K -$22.4K -266 -5%
BRWA
83
B. Riley Wealth Advisors
Florida
$401K -$3.28K -39 -0.8%
Creative Planning
84
Creative Planning
Kansas
$395K -$25.2K -300 -6%
HighTower Advisors
85
HighTower Advisors
Illinois
$362K +$31K +371 +9%
IF
86
Intrua Financial
Texas
$358K -$42.5K -530 -11%
JIP
87
Jaffetilchin Investment Partners
Florida
$353K -$4.29K -51 -1%
APWA
88
Atlas Private Wealth Advisors
New Jersey
$352K -$50.5K -601 -13%
TWM
89
Triton Wealth Management
Arizona
$352K -$59.1K -684 -14%
PWM
90
Purus Wealth Management
California
$334K -$3.03K -36 -0.9%
ICG
91
InterOcean Capital Group
Tennessee
$327K
GIA
92
Gladstone Institutional Advisory
Florida
$295K -$588 -7 -0.2%
BAWC
93
Boyce & Associates Wealth Consulting
Texas
$289K +$162 +2 +0.1%
TCM
94
True Capital Management
California
$284K -$57.7K -686 -17%
LT
95
Legacy Trust
Michigan
$280K
FCM
96
Family Capital Management
Michigan
$272K -$51.1K -608 -16%
PG
97
Patten Group
Tennessee
$268K +$84 +1 +0%
Fidelity Investments
98
Fidelity Investments
Massachusetts
$261K -$20.9K -249 -7%
CCA
99
Cottonwood Capital Advisors
Utah
$237K
SMC
100
Smith, Moore & Co
Missouri
$236K +$84 +1 +0%