FPX icon

First Trust US Equity Opportunities ETF

160 hedge funds and large institutions have $362M invested in First Trust US Equity Opportunities ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 33 increasing their positions, 67 reducing their positions, and 16 closing their positions.

Holders
160
Holders Change
-2
Holders Change %
-1.23%
% of All Funds
2.52%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
17
Increased
33
Reduced
67
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
76
Accel Wealth Management
Iowa
$498K -$234K -2,657 -32%
Jane Street
77
Jane Street
New York
$482K -$240K -2,724 -33%
Carson Wealth (CWM LLC)
78
Carson Wealth (CWM LLC)
Nebraska
$464K -$279K -3,162 -38%
CIBC World Market
79
CIBC World Market
Ontario, Canada
$462K -$360K -4,076 -44%
IRC
80
Investors Research Corp
Georgia
$445K +$13.7K +155 +3%
BRWA
81
B. Riley Wealth Advisors
Florida
$442K +$22K +250 +5%
MSAM
82
Moloney Securities Asset Management
Missouri
$408K -$22.4K -254 -5%
Creative Planning
83
Creative Planning
Kansas
$400K -$14K -159 -3%
CAM
84
Cresset Asset Management
Illinois
$376K +$376K +4,270 New
JIP
85
Jaffetilchin Investment Partners
Florida
$369K -$970 -11 -0.3%
TWM
86
Triton Wealth Management
Arizona
$368K -$6.16K -67 -2%
GIA
87
Gladstone Institutional Advisory
Florida
$365K +$56.3K +639 +18%
ICG
88
InterOcean Capital Group
Tennessee
$343K
IF
89
Intrua Financial
Texas
$340K -$54K -612 -14%
HF
90
HRT Financial
New York
$335K +$335K +3,808 New
BAWC
91
Boyce & Associates Wealth Consulting
Texas
$314K
Fidelity Investments
92
Fidelity Investments
Massachusetts
$302K +$28.2K +320 +10%
LT
93
Legacy Trust
Michigan
$294K
WAP
94
Wealthcare Advisory Partners
Pennsylvania
$286K +$70.6K +801 +33%
FCM
95
Family Capital Management
Michigan
$285K
PG
96
Patten Group
Tennessee
$271K -$10.1K -115 -4%
WEG
97
World Equity Group
Illinois
$261K -$3.21M -36,356 -92%
SG
98
StoneX Group
New York
$260K +$13.6K +154 +6%
SCA
99
Snowden Capital Advisors
New York
$256K -$181K -2,049 -41%
WI
100
Wintrust Investments
Illinois
$252K +$13.2K +150 +6%